We are live on ! Find out more
IXUS icon

iShares Core MSCI Total International Stock ETF

389 hedge funds and large institutions have $17.9B invested in iShares Core MSCI Total International Stock ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 143 increasing their positions, 134 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

14% more capital invested

Capital invested by funds: $15.7B → $17.9B (+$2.25B)

5% more funds holding

Funds holding: 372389 (+17)

2.08% more ownership

Funds ownership: 83.02%85.1% (+2.1%)

7% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 134

0% more funds holding in top 10

Funds holding in top 10: 4747 (0)

Holders
389
Holders Change
+17
Holders Change %
+4.57%
% of All Funds
7.85%
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.95%
New
41
Increased
143
Reduced
134
Closed
20
Calls
$157M
Puts
Net Calls
+$157M
Net Calls Change
+$5.98M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
226
Isthmus Partners
Wisconsin
$700K +$15K +257 +2%
BJL
227
Brighton Jones LLC
Washington
$696K +$301K +5,166 +76%
DWA
228
Dougherty Wealth Advisers
Minnesota
$683K -$17K -291 -2%
SWP
229
Stratos Wealth Partners
Ohio
$679K -$74.3K -1,276 -10%
JFG
230
JMG Financial Group
Illinois
$664K
JMPWA
231
JP Morgan Private Wealth Advisors
California
$664K +$21.3K +365 +3%
FAAS
232
First Allied Advisory Services
California
$654K +$163K +2,792 +33%
MCM
233
Mitchell Capital Management
Kansas
$650K -$23.4K -402 -3%
PA
234
Pinnacle Associates
New York
$642K -$9.67K -166 -1%
CS
235
Comerica Securities
Michigan
$638K +$50.5K +866 +9%
SSWM
236
Sheets Smith Wealth Management
North Carolina
$637K +$641 +11 +0.1%
KPWS
237
Kestra Private Wealth Services
Texas
$631K +$630K +10,807 New
PWMAG
238
Pinnacle Wealth Management Advisory Group
New Jersey
$624K
EH
239
Equitable Holdings
New York
$624K +$29.4K +505 +5%
William Blair & Company
240
William Blair & Company
Illinois
$620K -$108K -1,856 -15%
ATPW
241
Ashton Thomas Private Wealth
Arizona
$602K +$86.1K +1,478 +17%
CWM
242
Cornerstone Wealth Management
Missouri
$592K +$111K +1,907 +23%
SFS
243
Sowell Financial Services
Arkansas
$589K -$298K -5,107 -34%
HIM
244
Hanlon Investment Management
New Jersey
$567K
MGIA
245
Moneta Group Investment Advisors
Missouri
$555K +$39.2K +672 +8%
BF
246
BOK Financial
Oklahoma
$546K +$39K +670 +8%
PCM
247
Parsons Capital Management
Rhode Island
$528K -$5.54K -95 -1%
BSW
248
Buckingham Strategic Wealth
Missouri
$520K +$14.3K +245 +3%
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$519K +$12.9K +221 +3%
CMP
250
Courage Miller Partners
Virginia
$518K

IXUS Hedge Fund Activity: Q3 2020 in Review

389 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q3 2020, worth a combined $17.9B — up 14% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IXUS positions and 20 closed out — a net gain of 21 holders — while 143 added to existing stakes and 134 trimmed.

The largest buyer was Acorns Advisers, opening a new position worth an estimated $682M. The largest seller was Verus Financial Partners, exiting entirely with an estimated $38.5M sold.

  • 389 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q3 2020, up from 372 in Q2 2020.
  • Funds reported $17.9B of iShares Core MSCI Total International Stock ETF stock for Q3 2020, up 14% quarter-over-quarter.
  • 41 funds opened new iShares Core MSCI Total International Stock ETF positions in Q3 2020 and 20 closed out, a net change of +21 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q3 2020 was Acorns Advisers, an estimated $682M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q3 2020 was Verus Financial Partners, an estimated $38.5M sold.

Based on aggregated 13F filings for Q3 2020.