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iShares Core MSCI Total International Stock ETF

372 hedge funds and large institutions have $15.7B invested in iShares Core MSCI Total International Stock ETF in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 156 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $13.2B → $15.7B (+$2.48B)

15% more funds holding in top 10

Funds holding in top 10: 4147 (+6)

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

1% more funds holding

Funds holding: 369372 (+3)

3.39% less ownership

Funds ownership: 86.41%83.02% (-3.4%)

15% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 156

Holders
372
Holders Change
+3
Holders Change %
+0.81%
% of All Funds
7.63%
Holding in Top 10
47
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.63%
% of All Funds
0.96%
New
42
Increased
133
Reduced
156
Closed
39
Calls
$151M
Puts
Net Calls
+$151M
Net Calls Change
+$74.1M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
276
Quadrant Capital Group
Ohio
$334K +$315K +6,123 New
SHWM
277
Silicon Hills Wealth Management
Texas
$325K -$11.1K -215 -3%
EF
278
Empirical Finance
Pennsylvania
$323K +$305K +5,923 New
PFA
279
Pure Financial Advisors
California
$307K -$184K -3,580 -39%
GFPC
280
Global Financial Private Client
Florida
$302K -$211K -4,111 -43%
NCM
281
Northwest Capital Management
Oregon
$298K -$1.06M -20,696 -79%
VCM
282
Vivaldi Capital Management
Illinois
$293K +$254K +4,932 New
SPIA
283
Strategic Point Investment Advisors
Rhode Island
$289K -$610K -11,856 -70%
LJAC
284
L.J. Altfest & Co
New York
$274K +$2.47K +48 +1%
NPF
285
Norris Perne & French
Michigan
$273K -$4.42K -86 -2%
SFO
286
Stokes Family Office
Louisiana
$268K -$242K -4,714 -49%
WCWM
287
Willow Creek Wealth Management
California
$267K +$252K +4,897 New
RSWM
288
Robertson Stephens Wealth Management
California
$264K +$249K +4,844 New
MCM
289
MAI Capital Management
Ohio
$263K +$248K +4,819 New
CIBC World Market
290
CIBC World Market
Ontario, Canada
$258K
BCA
291
Bay Colony Advisors
Massachusetts
$255K -$47.6K -926 -17%
WA
292
WESPAC Advisors
California
$252K +$238K +4,618 New
KWM
293
Kingsview Wealth Management
Oregon
$250K +$235K +4,578 New
Wealth Enhancement Advisory Services
294
Wealth Enhancement Advisory Services
Minnesota
$249K +$221K +4,300 New
FHA
295
Flagship Harbor Advisors
Massachusetts
$248K -$23.1K -450 -9%
GVAG
296
Great Valley Advisor Group
Delaware
$244K +$1.96K +38 +0.9%
T
297
TrueFG
Texas
$243K +$2.83K +55 +1%
IFG
298
Independent Financial Group
California
$227K -$15.3K -297 -7%
BPA
299
Beacon Pointe Advisors
California
$224K -$230K -4,481 -52%
BAAM
300
Baker Avenue Asset Management
California
$224K -$187K -3,631 -47%

IXUS Hedge Fund Activity: Q2 2020 in Review

372 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q2 2020, worth a combined $15.7B — up 19% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IXUS positions and 39 closed out — a net gain of 3 holders — while 133 added to existing stakes and 156 trimmed.

The largest buyer was Adventist Health System Sunbelt Healthcare Corp, adding an estimated $271M. The largest seller was Colony Group, cutting an estimated $30.6M.

  • 372 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q2 2020, up from 369 in Q1 2020.
  • Funds reported $15.7B of iShares Core MSCI Total International Stock ETF stock for Q2 2020, up 19% quarter-over-quarter.
  • 42 funds opened new iShares Core MSCI Total International Stock ETF positions in Q2 2020 and 39 closed out, a net change of +3 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q2 2020 was Adventist Health System Sunbelt Healthcare Corp, an estimated $271M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q2 2020 was Colony Group, an estimated $30.6M sold.

Based on aggregated 13F filings for Q2 2020.