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iShares Core MSCI Total International Stock ETF

393 hedge funds and large institutions have $15.2B invested in iShares Core MSCI Total International Stock ETF in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 146 increasing their positions, 105 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 17

39% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 105

23% more funds holding in top 10

Funds holding in top 10: 3138 (+7)

17% more funds holding

Funds holding: 335393 (+58)

15% more capital invested

Capital invested by funds: $13.3B → $15.2B (+$1.97B)

1.43% more ownership

Funds ownership: 81.64%83.07% (+1.4%)

Holders
393
Holders Change
+58
Holders Change %
+17.31%
% of All Funds
7.74%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.75%
New
83
Increased
146
Reduced
105
Closed
17
Calls
$23K
Puts
Net Calls
+$23K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
376
Gemmer Asset Management
California
$11K
RCA
377
Ranch Capital Advisors
Florida
$10K +$9.89K +165 New
SWM
378
Sugarloaf Wealth Management
Georgia
$7K +$6.41K +107 New
TFS
379
TrustCore Financial Services
Tennessee
$6K -$135K -2,257 -96%
RFA
380
Reilly Financial Advisors
California
$6K -$5.99K -100 -50%
JCM
381
Jacobi Capital Management
Pennsylvania
$6K
SFG
382
Sowa Financial Group
Rhode Island
$6K +$6.29K +105 New
LWANC
383
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
KPW
384
Kore Private Wealth
New York
$5K +$4.49K +75 New
FWM
385
FSA Wealth Management
Massachusetts
$5K +$4.91K +82 New
WPA
386
West Paces Advisors
Georgia
$4.37K +$60 +1 +1%
IAS
387
IMA Advisory Services
Colorado
$4K
RMC
388
Resources Management Corp
Connecticut
$4K
LFG
389
LifePlan Financial Group
Ohio
$3K
SSB
390
Sandy Spring Bank
Maryland
$3K
SHWM
391
Silicon Hills Wealth Management
Texas
$1.19K +$2.58K +43 New
GI
392
Gradient Investments
Minnesota
$1K
TI
393
tru Independence
Oregon
$1K +$959 +16 New
AWA
394
Arkadios Wealth Advisors
Georgia
$617 +$599 +10 New
M&T Bank
395
M&T Bank
New York
-$57.1M -988,208 Closed
AMI
396
Amica Mutual Insurance
Rhode Island
-$18M -311,816 Closed
ONB
397
Old National Bancorp
Indiana
-$4.81M -83,294 Closed
Citadel Advisors
398
Citadel Advisors
Florida
-$2.69M -46,568 Closed
BL
399
Balentine LLC
Georgia
-$2.16M -37,408 Closed
TSS
400
Two Sigma Securities
New York
-$456K -7,888 Closed

IXUS Hedge Fund Activity: Q4 2019 in Review

393 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q4 2019, worth a combined $15.2B — up 15% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IXUS positions and 17 closed out — a net gain of 66 holders — while 146 added to existing stakes and 105 trimmed.

The largest buyer was BlackRock, adding an estimated $542M. The largest seller was M&T Bank, exiting entirely with an estimated $57.1M sold.

  • 393 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q4 2019, up from 335 in Q3 2019.
  • Funds reported $15.2B of iShares Core MSCI Total International Stock ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 83 funds opened new iShares Core MSCI Total International Stock ETF positions in Q4 2019 and 17 closed out, a net change of +66 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q4 2019 was BlackRock, an estimated $542M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q4 2019 was M&T Bank, an estimated $57.1M sold.

Based on aggregated 13F filings for Q4 2019.