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iShares Core MSCI Total International Stock ETF

712 hedge funds and large institutions have $29.8B invested in iShares Core MSCI Total International Stock ETF in 2023 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 287 increasing their positions, 215 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+61
Holders Change %
+9.37%
% of All Funds
10.44%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
0.92%
New
119
Increased
287
Reduced
215
Closed
45
Calls
$429K
Puts
$565K
Net Calls
-$136K
Net Calls Change
-$592K
Name Holding Trade Value Shares
Change
Shares
Change %
RC
426
RBF Capital
California
$649K
SWA
427
Sax Wealth Advisors
New Jersey
$642K +$56.8K +875 +10%
SXL
428
Summit X LLC
Missouri
$626K +$17.9K +275 +3%
CFGS
429
Concourse Financial Group Securities
Alabama
$616K +$40.2K +619 +7%
TPWM
430
Twelve Points Wealth Management
Massachusetts
$609K -$24.7K -380 -4%
SWPG
431
Strategic Wealth Partners Group
Illinois
$606K -$7.14K -110 -1%
WPC
432
Wedmont Private Capital
Pennsylvania
$597K +$279K +4,324 +88%
SWC
433
Spectrum Wealth Counsel
Indiana
$589K +$589K +9,067 New
SCM
434
SOL Capital Management
Maryland
$581K +$84.6K +1,304 +17%
MCM
435
Mitchell Capital Management
Kansas
$573K -$8.7K -134 -1%
BCG
436
Breakwater Capital Group
New Jersey
$570K +$18.2K +288 +3%
ST
437
Smithfield Trust
Pennsylvania
$564K
TNA
438
True North Advisors
Texas
$563K
IWS
439
Integrity Wealth Solutions
Colorado
$554K +$554K +8,537 New
SWG
440
Summit Wealth Group
Vermont
$553K -$107K -1,647 -16%
BSWM
441
Boston Standard Wealth Management
Massachusetts
$549K
SWP
442
Stratos Wealth Partners
Ohio
$543K +$21.6K +332 +4%
Pathstone Holdings
443
Pathstone Holdings
New Jersey
$543K +$543K +8,357 New
LWM
444
Lakeridge Wealth Management
Ohio
$541K +$541K +8,325 New
HKIMG
445
Hutchens & Kramer Investment Management Group
Indiana
$540K +$13.4K +207 +3%
SS
446
Sound Stewardship
Kansas
$535K -$58.2K -897 -10%
CTWM
447
Cherry Tree Wealth Management
Minnesota
$533K +$130 +2 +0%
RCAG
448
Rehmann Capital Advisory Group
Michigan
$522K -$374K -5,765 -42%
ECG
449
Edge Capital Group
Georgia
$522K
CB
450
Commerce Bank
Missouri
$515K