Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in iShares, Inc. - iShares MSCI Hong Kong ETF include Bank Julius Baer & Co. Ltd, Zurich, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, SIRAX - Sierra Tactical All Asset Fund Class A, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, SSXU - Day Hagan/Ned Davis Research Smart Sector International ETF, Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares, Legacy Capital Group California, Inc., XTX Topco Ltd, SummitTX Capital, L.P., Rahlfs Capital, Llc, Group One Trading, L.p., Chung Wu Investment Group, LLC, TFAFX - Tactical Growth Allocation Fund Class I, Advisors Preferred, LLC, QALTX - Quantified Alternative Investment Fund Investor Class Shares, Aptus Capital Advisors, LLC, Mount Yale Investment Advisors, LLC, and Principal Securities, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | MAI Capital Management | 208 | 1.96 | 4 | 33.33 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 26,525 | 12.75 | 1 | |||||
| 2025-08-14 | 13F | SummitTX Capital, L.P. | 11,200 | 222 | ||||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 54,028 | 243.62 | 1,073 | 289.82 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 21,664 | 430 | ||||||
| 2025-08-11 | 13F | Rahlfs Capital, Llc | 11,050 | 219 | ||||||
| 2025-03-26 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 194,616 | 11.09 | 3,211 | 2.59 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 15,937 | 0.31 | 321 | 15.47 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5,916 | 8.91 | 117 | 23.16 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 16,352 | 325 | ||||||
| 2025-08-14 | 13F | Quantitative Investment Management, LLC | 59,004 | 1 | ||||||
| 2025-03-26 | NP | MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 61,191 | 9.50 | 1,010 | 1.10 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 152,100 | 2,663 | ||||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | 33,788 | 49.29 | 671 | 69.44 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 24,004 | 33.87 | 477 | 52.08 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 58 | 1 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-05-29 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 517,500 | 9,061 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 1,210,055 | 24,032 | ||||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 184 | 3.37 | 4 | 0.00 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 8,500 | 169 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 179,958 | 4 | ||||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 1,195,271 | 738.32 | 24 | 1,050.00 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 43,000 | 854 | ||||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 25,470 | 506 | ||||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 1,411 | 28 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 124,720 | 6.09 | 2,477 | 20.31 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 144,176 | 3,780.92 | 2,863 | 4,373.44 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 138 | 3 | ||||||
| 2025-03-26 | NP | MWFQX - MainStay Equity ETF Allocation Fund Class R3 | 129,177 | 14.38 | 2,131 | 5.60 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 14,066 | 2.55 | 279 | 16.25 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 46,936 | 6.80 | 932 | 21.20 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 81,957 | 0.28 | 1,628 | 13.70 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 29,020 | 8.78 | 576 | 23.34 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 29,514 | 25.87 | 586 | 42.93 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 9,036 | 179 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 117,644 | 85.41 | 2,335 | 110.17 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 48,311 | 29.52 | 959 | 46.86 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 94,548 | 62.56 | 1,878 | 84.38 | ||||
| 2025-06-26 | NP | SSXU - Day Hagan/Ned Davis Research Smart Sector International ETF | 128,246 | 2,247 | ||||||
| 2025-07-31 | 13F | GenTrust, LLC | 20,561 | 6.03 | 408 | 20.35 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,112 | 11.87 | 22 | 29.41 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 16,234 | 20.02 | 323 | 36.44 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 2,959 | 866.99 | 56 | 1,020.00 | ||||
| 2025-08-12 | 13F | Prudential Plc | 199,443 | 3,961 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 434,900 | 76.22 | 8,637 | 99.88 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 742,520 | 284.26 | 14,746 | 335.89 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 29 | 1 | ||||||
| 2025-03-26 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 163,359 | 11.17 | 2,695 | 2.67 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 268 | 5 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 20,400 | 29.94 | 405 | 47.81 | |||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 26,075 | 457 | ||||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 568,800 | 9,960 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 33,500 | 665 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 27,834 | 316.74 | 553 | 371.79 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 165,021 | 382.84 | 3,277 | 447.99 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 25,720 | 511 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 27 | 107.69 | 1 | |||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 1,600 | 32 | ||||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 142,900 | 2,502 | ||||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 5,000 | 108.33 | 0 | |||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 1,411 | 28 | ||||||
| 2025-08-13 | 13F | Amundi | 23,414 | 7.90 | 471 | 24.01 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 15,828 | 314 |
