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iShares MSCI China ETF

128 hedge funds and large institutions have $1.54B invested in iShares MSCI China ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 21

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

16% more capital invested

Capital invested by funds: $1.33B → $1.54B (+$211M)

13% more funds holding

Funds holding: 113128 (+15)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4.58% less ownership

Funds ownership: 49.31%44.74% (-4.6%)

22% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $45.4M

Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
2.93%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
36
Increased
46
Reduced
21
Closed
21
Calls
$35.4M
Puts
$45.4M
Net Calls
-$9.94M
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$287M +$246K +3,465 +0.1%
Citigroup
2
Citigroup
New York
$206M -$4.22M -59,429 -2%
UBS Group
3
UBS Group
Switzerland
$157M +$27M +380,356 +20%
AII
4
AGF Investments Inc
Ontario, Canada
$99.6M -$3.6M -50,727 -3%
LMIM
5
Lockheed Martin Investment Management
Maryland
$87.1M +$79.5M +1,120,090 +747%
RBA
6
Richard Bernstein Advisors
New York
$80.9M +$8.45M +119,052 +11%
Bank of America
7
Bank of America
North Carolina
$55.5M +$15M +211,206 +35%
Deutsche Bank
8
Deutsche Bank
Germany
$55.2M +$57.2M +805,523 New
GI
9
Glovista Investments
New Jersey
$41.3M -$21.4M -301,973 -33%
Goldman Sachs
10
Goldman Sachs
New York
$40.9M +$4.65M +65,547 +12%
TD Asset Management
11
TD Asset Management
Ontario, Canada
$34.3M
JP Morgan Chase
12
JP Morgan Chase
New York
$29.2M +$9.74M +137,202 +48%
Ameriprise
13
Ameriprise
Minnesota
$28.8M +$6.01M +84,655 +25%
Morgan Stanley
14
Morgan Stanley
New York
$26M +$12.3M +172,839 +84%
BPC
15
Banque Pictet & Cie
Switzerland
$24.9M +$898K +12,646 +4%
PNAA
16
Pictet North America Advisors
Switzerland
$24.9M +$898K +12,646 +4%
SO
17
STRS Ohio
Ohio
$21.3M
X
18
Xponance
Pennsylvania
$20.5M +$13.4M +188,584 +172%
IA
19
IndexIQ Advisors
New York
$18M +$2.05M +28,809 +12%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$16.9M +$6.99M +98,500 +67%
P3I
21
Progeny 3 Inc
Washington
$14.1M +$412K +5,800 +3%
BCM
22
Bluefin Capital Management
New York
$14M +$14.5M +203,844 New
AGA
23
Accuvest Global Advisors
Utah
$12.3M -$62.8K -885 -0.5%
PP
24
Prudential plc
United Kingdom
$11.8M +$7.16M +100,800 +141%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$9.31M +$4.82M +67,834 +100%

MCHI Hedge Fund Activity: Q1 2018 in Review

128 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI China ETF (MCHI) for Q1 2018, worth a combined $1.54B — up 16% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new MCHI positions and 21 closed out — a net gain of 15 holders — while 46 added to existing stakes and 21 trimmed.

The largest buyer was Lockheed Martin Investment Management, adding an estimated $79.5M. The largest seller was Credit Suisse, exiting entirely with an estimated $34.1M sold.

  • 128 institutional investors held iShares MSCI China ETF (MCHI) as of Q1 2018, up from 113 in Q4 2017.
  • Funds reported $1.54B of iShares MSCI China ETF stock for Q1 2018, up 16% quarter-over-quarter.
  • 36 funds opened new iShares MSCI China ETF positions in Q1 2018 and 21 closed out, a net change of +15 holders.
  • The largest iShares MSCI China ETF buyer in Q1 2018 was Lockheed Martin Investment Management, an estimated $79.5M added.
  • The largest iShares MSCI China ETF seller in Q1 2018 was Credit Suisse, an estimated $34.1M sold.

Based on aggregated 13F filings for Q1 2018.