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iShares MSCI China ETF

275 hedge funds and large institutions have $3.31B invested in iShares MSCI China ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 91 increasing their positions, 61 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 34

49% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 61

16% more call options, than puts

Call options by funds: $37.9M | Put options by funds: $32.6M

12% more funds holding

Funds holding: 245275 (+30)

8% more capital invested

Capital invested by funds: $3.08B → $3.31B (+$231M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1.71% less ownership

Funds ownership: 39.8%38.09% (-1.7%)

Holders
275
Holders Change
+30
Holders Change %
+12.24%
% of All Funds
4.38%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
69
Increased
91
Reduced
61
Closed
34
Calls
$37.9M
Puts
$32.6M
Net Calls
+$5.3M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$307M +$16.1M +316,166 +5%
RBA
2
Richard Bernstein Advisors
New York
$289M +$7.24M +142,341 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$247M +$23.6M +463,067 +10%
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$245M +$59.1M +1,161,388 +31%
Citigroup
5
Citigroup
New York
$223M -$38.3M -752,518 -14%
Korea Investment Corp
6
Korea Investment Corp
South Korea
$116M +$81.7M +1,606,395 +223%
Ameriprise
7
Ameriprise
Minnesota
$113M +$3.81M +74,782 +3%
MIH
8
Meitav Investment House
Israel
$108M +$63.3M +1,244,915 +133%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$107M +$11.4K +225 +0%
Morgan Stanley
10
Morgan Stanley
New York
$106M -$20.7M -407,452 -16%
AllianceBernstein
11
AllianceBernstein
Tennessee
$80.4M +$7.85M +154,245 +11%
BBVA
12
Banco Bilbao Vizcaya Argentaria
Spain
$74.5M +$43.9M +862,270 +136%
PF
13
Phoenix Financial
Israel
$65.6M -$105M -2,066,132 -61%
MIFH
14
Migdal Insurance & Financial Holdings
Israel
$57.6M -$85.2M -1,675,000 -59%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$53.3M +$1.92M +37,710 +4%
MIS
16
Morningstar Investment Services
Illinois
$47.8M -$48.8K -959 -0.1%
UBS Group
17
UBS Group
Switzerland
$44M +$4.65M +91,295 +12%
OPPTF
18
OPSEU Pension Plan Trust Fund
Ontario, Canada
$42.8M +$43.6M +856,621 New
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$38.8M -$42.8M -841,770 -52%
Northern Trust
20
Northern Trust
Illinois
$38.7M +$922K +18,129 +2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$38.4M +$6.5M +127,708 +20%
HI
22
Horizon Investments
North Carolina
$34.8M +$35.5M +696,779 New
BlackRock
23
BlackRock
New York
$34.6M -$26.5M -520,021 -43%
BA
24
Bridgewater Associates
Connecticut
$32.3M -$8.84M -173,721 -21%
Amundi
25
Amundi
France
$29.3M +$22.1M +434,200 +267%

MCHI Hedge Fund Activity: Q1 2023 in Review

275 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI China ETF (MCHI) for Q1 2023, worth a combined $3.31B — up 7.5% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MCHI positions and 34 closed out — a net gain of 35 holders — while 91 added to existing stakes and 61 trimmed.

The largest buyer was Korea Investment Corp, adding an estimated $81.7M. The largest seller was Phoenix Financial, cutting an estimated $105M.

  • 275 institutional investors held iShares MSCI China ETF (MCHI) as of Q1 2023, up from 245 in Q4 2022.
  • Funds reported $3.31B of iShares MSCI China ETF stock for Q1 2023, up 7.5% quarter-over-quarter.
  • 69 funds opened new iShares MSCI China ETF positions in Q1 2023 and 34 closed out, a net change of +35 holders.
  • The largest iShares MSCI China ETF buyer in Q1 2023 was Korea Investment Corp, an estimated $81.7M added.
  • The largest iShares MSCI China ETF seller in Q1 2023 was Phoenix Financial, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2023.