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iShares MSCI China ETF

238 hedge funds and large institutions have $3.32B invested in iShares MSCI China ETF in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 77 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 30

48% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 52

23% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $15.7M

18% more funds holding

Funds holding: 202238 (+36)

16% more capital invested

Capital invested by funds: $2.87B → $3.32B (+$452M)

2.71% more ownership

Funds ownership: 47.97%50.68% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
238
Holders Change
+36
Holders Change %
+17.82%
% of All Funds
4.21%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
68
Increased
77
Reduced
52
Closed
30
Calls
$19.2M
Puts
$15.7M
Net Calls
+$3.57M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$288M +$223M +2,822,729 +383%
RBA
2
Richard Bernstein Advisors
New York
$280M +$9.71M +122,665 +4%
Bank of America
3
Bank of America
North Carolina
$257M +$7.37M +93,125 +3%
PPFA
4
Provida Pension Fund Administrator
Chile
$218M +$187M +2,358,756 +16,136%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$159M +$31.9K +403 +0%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
6
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$154M +$150M +1,900,000 New
CS
7
Credit Suisse
Switzerland
$148M +$73.8M +931,767 +104%
BA
8
Bridgewater Associates
Connecticut
$133M -$4.01M -50,664 -3%
SMFG
9
Sumitomo Mitsui Financial Group
Japan
$117M -$16.7M -211,000 -13%
Ameriprise
10
Ameriprise
Minnesota
$116M +$9.42M +118,983 +9%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$93.4M -$82.3M -1,039,882 -47%
Bessemer Group
12
Bessemer Group
New Jersey
$92.4M -$43.9M -554,850 -33%
AllianceBernstein
13
AllianceBernstein
Tennessee
$81.7M +$51.9M +655,314 +185%
Morgan Stanley
14
Morgan Stanley
New York
$77.1M -$26.3M -332,495 -26%
Jane Street
15
Jane Street
New York
$76M -$16.8M -211,835 -18%
COLIM
16
City of London Investment Management
United Kingdom
$72.3M +$55.8M +704,952 +375%
JP Morgan Chase
17
JP Morgan Chase
New York
$65.7M -$27M -340,600 -30%
Wells Fargo
18
Wells Fargo
California
$47.9M +$14.5M +183,260 +45%
Bank Julius Baer & Co
19
Bank Julius Baer & Co
Switzerland
$44.3M -$1.87M -23,576 -4%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$41.6M +$40.7M +514,212 New
AII
21
AGF Investments Inc
Ontario, Canada
$39.5M -$2.77M -35,037 -7%
WHAM
22
Windmill Hill Asset Management
United Kingdom
$32.2M +$31.5M +398,000 New
MAM
23
Madison Asset Management
Wisconsin
$30.5M -$312K -3,939 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$27.6M +$3.35M +42,347 +14%
GI
25
Glovista Investments
New Jersey
$26.6M +$1.83M +23,170 +8%

MCHI Hedge Fund Activity: Q4 2020 in Review

238 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI China ETF (MCHI) for Q4 2020, worth a combined $3.32B — up 16% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new MCHI positions and 30 closed out — a net gain of 38 holders — while 77 added to existing stakes and 52 trimmed.

The largest buyer was UBS Group, adding an estimated $223M. The largest seller was Barclays, cutting an estimated $278M.

  • 238 institutional investors held iShares MSCI China ETF (MCHI) as of Q4 2020, up from 202 in Q3 2020.
  • Funds reported $3.32B of iShares MSCI China ETF stock for Q4 2020, up 16% quarter-over-quarter.
  • 68 funds opened new iShares MSCI China ETF positions in Q4 2020 and 30 closed out, a net change of +38 holders.
  • The largest iShares MSCI China ETF buyer in Q4 2020 was UBS Group, an estimated $223M added.
  • The largest iShares MSCI China ETF seller in Q4 2020 was Barclays, an estimated $278M sold.

Based on aggregated 13F filings for Q4 2020.