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iShares China Large-Cap ETF

264 hedge funds and large institutions have $3.7B invested in iShares China Large-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 61 increasing their positions, 89 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.43% more ownership

Funds ownership: 88.21%90.64% (+2.4%)

10% less capital invested

Capital invested by funds: $4.1B → $3.7B (-$404M)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

14% less funds holding

Funds holding: 306264 (-42)

31% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 89

47% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 81

56% less call options, than puts

Call options by funds: $2.3B | Put options by funds: $5.26B

Holders
264
Holders Change
-42
Holders Change %
-13.73%
% of All Funds
5.82%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.29%
New
43
Increased
61
Reduced
89
Closed
81
Calls
$2.3B
Puts
$5.26B
Net Calls
-$2.95B
Net Calls Change
+$1.86B
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$187K -$30.5K -750 -13%
AIC
177
Ayalon Insurance Company
Israel
$173K -$1.24M -30,416 -86%
Bessemer Group
178
Bessemer Group
New Jersey
$166K
TFS
179
TrustCore Financial Services
Tennessee
$165K -$268K -6,595 -60%
IA
180
IFP Advisors
Florida
$160K -$248K -6,100 -59%
GWM
181
Geneos Wealth Management
Colorado
$149K -$21.9K -537 -11%
MRCM
182
M&R Capital Management
New Jersey
$123K -$3.05K -75 -2%
EW
183
Evoke Wealth
California
$116K +$126K +3,102 New
MAWCM
184
Mine & Arao Wealth Creation & Management
California
$109K
B
185
Barings
North Carolina
$105K
AWM
186
AllSquare Wealth Management
New York
$102K
HDIM
187
Hanson & Doremus Investment Management
Vermont
$101K +$48.8K +1,200 +80%
QAM
188
QCI Asset Management
New York
$100K
BWP
189
Baldwin Wealth Partners
Massachusetts
$94K
SF
190
Synovus Financial
Georgia
$88K -$6.11K -150 -6%
BFEC
191
Benjamin F. Edwards & Company
Missouri
$78K -$132K -3,250 -61%
ClearBridge Investments
192
ClearBridge Investments
New York
$77K
CT
193
Caldwell Trust
Florida
$75.5K
AIP
194
Ameritas Investment Partners
Nebraska
$70K
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$66K +$74.8K +1,839 New
NSIM
196
North Star Investment Management
Illinois
$59K +$11.2K +275 +21%
ABC
197
Associated Banc-Corp
Wisconsin
$58K +$63.1K +1,550 New
PCTC
198
Perkins Coie Trust Company
Washington
$56K
RWA
199
Ropes Wealth Advisors
Massachusetts
$56K
CIAS
200
Capital Investment Advisory Services
North Carolina
$53K +$35.6K +875 +159%

FXI Hedge Fund Activity: Q1 2020 in Review

264 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares China Large-Cap ETF (FXI) for Q1 2020, worth a combined $3.7B — down 9.9% from $4.1B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of FXI and 43 opened new positions — a net loss of 38 holders — while 89 trimmed existing stakes and 61 added.

The largest buyer was Credit Suisse, adding an estimated $473M. The largest seller was Jane Street, cutting an estimated $200M.

  • 264 institutional investors held iShares China Large-Cap ETF (FXI) as of Q1 2020, down from 306 in Q4 2019.
  • Funds reported $3.7B of iShares China Large-Cap ETF stock for Q1 2020, down 9.9% quarter-over-quarter.
  • 43 funds opened new iShares China Large-Cap ETF positions in Q1 2020 and 81 closed out, a net change of -38 holders.
  • The largest iShares China Large-Cap ETF buyer in Q1 2020 was Credit Suisse, an estimated $473M added.
  • The largest iShares China Large-Cap ETF seller in Q1 2020 was Jane Street, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2020.