iShares Core MSCI Total International Stock ETF
IXUS
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.
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: 41 → 47 (+6)
8% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 39
1% more funds holding
Funds holding: 369 → 372 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
+$271M |
| 2 |
BlackRock
New York
|
+$215M |
| 3 |
ANTB
AMG National Trust Bank
Greenwood Village,
Colorado
|
+$49.4M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$29.3M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
-$30.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$25.7M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$21.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$16.9M |
| 5 |
Goldman Sachs
New York
|
-$12.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
401
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$61K | -1,291 | Closed |
|
|
HR
402
Howe & Rusling
Rochester,
New York
| – | -$38K | -798 | Closed |
|
|
MPWT
403
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$28K | -596 | Closed |
|
|
QAM
404
QCI Asset Management
Pittsford,
New York
| – | -$26K | -550 | Closed |
|
|
BWL
405
Bogart Wealth LLC
Mclean,
Virginia
| – | -$14K | -294 | Closed |
|
|
DWM
406
Darwin Wealth Management
Tampa,
Florida
| – | -$9K | -208 | Closed |
|
|
FEG
407
Financial Enhancement Group
Anderson,
Indiana
| – | -$8K | -175 | Closed |
|
|
MWM
408
MBE Wealth Management
Tomah,
Wisconsin
| – | -$7K | -160 | Closed |
|
409
Simplex Trading
Chicago,
Illinois
| – | -$6K | -135 | Closed |
|
|
IAS
410
IMA Advisory Services
Denver,
Colorado
| – | -$3K | -70 | Closed |
|
|
TC
411
Truvestments Capital
Sarasota,
Florida
| – | -$1K | -42 | Closed |
|
|
AWA
412
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$470 | -10 | Closed |
|
|
OPS
413
Orion Portfolio Solutions
Omaha,
Nebraska
| – | +$154 | +3 | New |
|
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.