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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
HS
351
Horan Securities
United States
$10K -$16.2K -315 -63%
RCA
352
Ranch Capital Advisors
Florida
$10K +$1.03K +20 +12%
FHA
353
First Horizon Advisors
Tennessee
$9K
AssetMark Inc
354
AssetMark Inc
California
$8K +$7.3K +142 New
SFG
355
Sowa Financial Group
Rhode Island
$6K
SWM
356
Sugarloaf Wealth Management
Georgia
$6K +$51 +1 +0.9%
FCA
357
FinTrust Capital Advisors
South Carolina
$5K -$8.33K -162 -64%
RFA
358
Reilly Financial Advisors
California
$5K
TFS
359
TrustCore Financial Services
Tennessee
$5K
JCM
360
Jacobi Capital Management
Pennsylvania
$5K +$5.3K +103 +114%
PA
361
Parallel Advisors
California
$4K -$3.6K -70 -48%
KPW
362
Kore Private Wealth
New York
$4K
RMC
363
Resources Management Corp
Connecticut
$4K
LWANC
364
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K +$51 +1 +1%
SSB
365
Sandy Spring Bank
Maryland
$4K +$51 +1 +1%
CAAS
366
Capital Asset Advisory Services
Michigan
$4K +$3.19K +62 New
WPA
367
West Paces Advisors
Georgia
$3.88K
LFG
368
LifePlan Financial Group
Ohio
$3K
LWA
369
Lowe Wealth Advisors
Maryland
$3K
PP
370
PrairieView Partners
Minnesota
$3K
GI
371
Gradient Investments
Minnesota
$1K
WT
372
Whittier Trust
California
$1K
WIM
373
Westside Investment Management
California
$5 -$12.4K -242 -72%
GBA
374
Global Beta Advisors
Pennsylvania
-$138M -2,940,122 Closed
TGAM
375
TBH Global Asset Management
Tennessee
-$10.7M -226,592 Closed

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.