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iShares China Large-Cap ETF

284 hedge funds and large institutions have $4.14B invested in iShares China Large-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 89 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

19.28% more ownership

Funds ownership: 78.22%97.5% (+19%)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

4% less capital invested

Capital invested by funds: $4.31B → $4.14B (-$176M)

9% less funds holding

Funds holding: 311284 (-27)

18% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 89

34% less call options, than puts

Call options by funds: $4.77B | Put options by funds: $7.21B

43% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 56

Holders
284
Holders Change
-27
Holders Change %
-8.68%
% of All Funds
6.23%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.39%
New
32
Increased
73
Reduced
89
Closed
56
Calls
$4.77B
Puts
$7.21B
Net Calls
-$2.44B
Net Calls Change
-$3.02B
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
201
Realta Investment Advisors
Delaware
$205K +$17K +418 +9%
Brown Advisory
202
Brown Advisory
Maryland
$204K
Bessemer Group
203
Bessemer Group
New Jersey
$176K
IA
204
IFP Advisors
Florida
$169K +$175K +4,307 New
FAAS
205
First Allied Advisory Services
California
$166K -$215K -5,300 -56%
MRCM
206
M&R Capital Management
New Jersey
$162K
APW
207
Acima Private Wealth
Virginia
$124K
IWA
208
Intercontinental Wealth Advisors
Texas
$124K
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$118K -$125K -3,075 -51%
B
210
Barings
North Carolina
$111K
AWM
211
AllSquare Wealth Management
New York
$108K
TA
212
Thor Advisors
New York
$107K +$109K +2,688 New
QAM
213
QCI Asset Management
New York
$106K
EW
214
Evoke Wealth
California
$103K +$105K +2,580 New
BWP
215
Baldwin Wealth Partners
Massachusetts
$100K
SF
216
Synovus Financial
Georgia
$100K +$6.09K +150 +6%
SMFG
217
Sumitomo Mitsui Financial Group
Japan
$86K +$18.4K +453 +26%
ClearBridge Investments
218
ClearBridge Investments
New York
$82K
AIP
219
Ameritas Investment Partners
Nebraska
$73K
CFGS
220
Concourse Financial Group Securities
Alabama
$67K -$114K -2,822 -63%
WC
221
Whitnell & Co
Illinois
$62K
PCTC
222
Perkins Coie Trust Company
Washington
$60K -$4.06K -100 -6%
RWA
223
Ropes Wealth Advisors
Massachusetts
$60K
PCFFS
224
Pacific Center for Financial Services
California
$53K
NSIM
225
North Star Investment Management
Illinois
$51K +$52.3K +1,288 New

FXI Hedge Fund Activity: Q3 2019 in Review

284 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares China Large-Cap ETF (FXI) for Q3 2019, worth a combined $4.14B — down 4.1% from $4.31B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of FXI and 32 opened new positions — a net loss of 24 holders — while 89 trimmed existing stakes and 73 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $172M. The largest seller was Horizon Investments, exiting entirely with an estimated $215M sold.

  • 284 institutional investors held iShares China Large-Cap ETF (FXI) as of Q3 2019, down from 311 in Q2 2019.
  • Funds reported $4.14B of iShares China Large-Cap ETF stock for Q3 2019, down 4.1% quarter-over-quarter.
  • 32 funds opened new iShares China Large-Cap ETF positions in Q3 2019 and 56 closed out, a net change of -24 holders.
  • The largest iShares China Large-Cap ETF buyer in Q3 2019 was Canada Pension Plan Investment Board, an estimated $172M added.
  • The largest iShares China Large-Cap ETF seller in Q3 2019 was Horizon Investments, an estimated $215M sold.

Based on aggregated 13F filings for Q3 2019.