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iShares MSCI Kokusai Fund

11 hedge funds and large institutions have $111M invested in iShares MSCI Kokusai Fund in 2015 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

2.04% less ownership

Funds ownership: 40.24%38.2% (-2%)

21% less capital invested

Capital invested by funds: $141M → $111M (-$30.1M)

21% less funds holding

Funds holding: 1411 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
11
Holders Change
-3
Holders Change %
-21.43%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIT
1
BlackRock Institutional Trust
California
$97.8M +$13.5M +253,950 +15%
Goldman Sachs
2
Goldman Sachs
New York
$5.22M -$371K -6,980 -6%
Citadel Advisors
3
Citadel Advisors
Florida
$5.17M +$3.79M +71,315 +222%
Jane Street
4
Jane Street
New York
$1.26M +$784K +14,777 +142%
Bank of America
5
Bank of America
North Carolina
$500K +$531K +10,000 New
OMC
6
Old Mission Capital
Illinois
$352K -$110K -2,066 -23%
YMRC
7
Yorktown Management & Research Company
Virginia
$230K
TRCT
8
Tower Research Capital (TRC)
New York
$156K +$79.6K +1,499 +92%
UBS Group
9
UBS Group
Switzerland
$61K
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$14K +$8.97K +169 +146%
CLOS
11
Compagnie Lombard Odier SCmA
Switzerland
-$36.9M -675,230 Closed
Nomura Holdings
12
Nomura Holdings
Japan
-$938K -16,900 Closed
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
-$353K -6,456 Closed
SMDAM
14
Sumitomo Mitsui DS Asset Management
Japan
-$210K -3,847 Closed

TOK Hedge Fund Activity: Q3 2015 in Review

11 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Kokusai Fund (TOK) for Q3 2015, worth a combined $111M — down 21% from $141M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of TOK and 1 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 5 added.

The largest buyer was BlackRock Institutional Trust, adding an estimated $13.5M. The largest seller was Compagnie Lombard Odier SCmA, exiting entirely with an estimated $36.9M sold.

  • 11 institutional investors held iShares MSCI Kokusai Fund (TOK) as of Q3 2015, down from 14 in Q2 2015.
  • Funds reported $111M of iShares MSCI Kokusai Fund stock for Q3 2015, down 21% quarter-over-quarter.
  • 1 fund opened new iShares MSCI Kokusai Fund positions in Q3 2015 and 4 closed out, a net change of -3 holders.
  • The largest iShares MSCI Kokusai Fund buyer in Q3 2015 was BlackRock Institutional Trust, an estimated $13.5M added.
  • The largest iShares MSCI Kokusai Fund seller in Q3 2015 was Compagnie Lombard Odier SCmA, an estimated $36.9M sold.

Based on aggregated 13F filings for Q3 2015.