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iShares MSCI China ETF

113 hedge funds and large institutions have $1.33B invested in iShares MSCI China ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

36% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 28

15% more funds holding

Funds holding: 98113 (+15)

1% less capital invested

Capital invested by funds: $1.34B → $1.33B (-$18.3M)

3.21% less ownership

Funds ownership: 52.53%49.31% (-3.2%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

65% less call options, than puts

Call options by funds: $4.69M | Put options by funds: $13.4M

Holders
113
Holders Change
+15
Holders Change %
+15.31%
% of All Funds
2.56%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
33
Increased
38
Reduced
28
Closed
18
Calls
$4.69M
Puts
$13.4M
Net Calls
-$8.74M
Net Calls Change
-$5.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$279M
Citigroup
2
Citigroup
New York
$204M +$31.7M +479,240 +19%
UBS Group
3
UBS Group
Switzerland
$127M -$6.15M -92,986 -5%
AII
4
AGF Investments Inc
Ontario, Canada
$100M -$2.74M -41,471 -3%
RBA
5
Richard Bernstein Advisors
New York
$70.5M +$23.4M +353,638 +50%
GI
6
Glovista Investments
New Jersey
$60.7M +$852K +12,897 +1%
Bank of America
7
Bank of America
North Carolina
$39.8M -$7.3M -110,397 -16%
Goldman Sachs
8
Goldman Sachs
New York
$35.3M -$14.1M -212,859 -29%
CS
9
Credit Suisse
Switzerland
$34.1M +$33.9M +513,202 New
TD Asset Management
10
TD Asset Management
Ontario, Canada
$33.3M +$33M +500,000 New
H
11
Hexavest
Quebec, Canada
$28.6M -$9.54M -144,392 -25%
BPC
12
Banque Pictet & Cie
Switzerland
$23.4M -$744K -11,253 -3%
PNAA
13
Pictet North America Advisors
Switzerland
$23.4M -$744K -11,253 -3%
Ameriprise
14
Ameriprise
Minnesota
$22.4M +$4.37M +66,050 +24%
SO
15
STRS Ohio
Ohio
$20.6M
JP Morgan Chase
16
JP Morgan Chase
New York
$19.2M +$5.11M +77,335 +37%
IA
17
IndexIQ Advisors
New York
$15.6M -$1.51M -22,779 -9%
Morgan Stanley
18
Morgan Stanley
New York
$13.8M -$54.1M -818,671 -80%
P3I
19
Progeny 3 Inc
Washington
$13.3M -$9.12M -138,000 -41%
AGA
20
Accuvest Global Advisors
Utah
$12M +$2.21M +33,367 +23%
DS
21
DRW Securities
Illinois
$11M +$11M +165,735 New
LMIM
22
Lockheed Martin Investment Management
Maryland
$9.98M +$9.91M +150,000 New
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$9.85M +$7.8M +118,000 +393%
X
24
Xponance
Pennsylvania
$8.36M +$2.29M +34,573 +46%
Prudential Financial
25
Prudential Financial
New Jersey
$8.13M -$449K -6,800 -5%

MCHI Hedge Fund Activity: Q4 2017 in Review

113 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI China ETF (MCHI) for Q4 2017, worth a combined $1.33B — down 1.4% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MCHI positions and 18 closed out — a net gain of 15 holders — while 38 added to existing stakes and 28 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $33.9M. The largest seller was Old Mission Capital, exiting entirely with an estimated $91.4M sold.

  • 113 institutional investors held iShares MSCI China ETF (MCHI) as of Q4 2017, up from 98 in Q3 2017.
  • Funds reported $1.33B of iShares MSCI China ETF stock for Q4 2017, down 1.4% quarter-over-quarter.
  • 33 funds opened new iShares MSCI China ETF positions in Q4 2017 and 18 closed out, a net change of +15 holders.
  • The largest iShares MSCI China ETF buyer in Q4 2017 was Credit Suisse, an estimated $33.9M added.
  • The largest iShares MSCI China ETF seller in Q4 2017 was Old Mission Capital, an estimated $91.4M sold.

Based on aggregated 13F filings for Q4 2017.