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iShares Core MSCI Total International Stock ETF
IXUS

120 hedge funds and large institutions have $2.83B invested in iShares Core MSCI Total International Stock ETF in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

455% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 11

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

23% more capital invested

Capital invested by funds: $2.29B → $2.83B (+$537M)

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

15% more funds holding

Funds holding: 104 → 120 (+16)

43.26% less ownership

Funds ownership: 121.74% → 78.48% (-43%)

Holders
120
Holders Change
+16
Holders Change %
+15.38%
% of All Funds
3%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.28%
New
28
Increased
61
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$565M
2
PWM
Patriot Wealth Management
Texas
+$52M
3
Morgan Stanley
Morgan Stanley
New York
+$17M
4
TPWA
TRUE Private Wealth Advisors
Oregon
+$14.3M
5
Wells Fargo
Wells Fargo
California
+$13.6M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$124M
2
AP
Agilis Partners
Massachusetts
-$17M
3
SMM
Stadion Money Management
Georgia
-$12.1M
4
TTWM
TCV Trust & Wealth Management
Virginia
-$3.59M
5
OMC
Old Mission Capital
Illinois
-$3.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
26
Tortoise Investment Management
New York
$5.28M +$129K +2,530 +2%
Ameriprise
27
Ameriprise
Minnesota
$4.8M +$1.23M +24,277 +35%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$4.6M +$1.69M +33,271 +57%
AF
29
Allworth Financial
California
$4.45M -$541K -10,658 -11%
UCFA
30
United Capital Financial Advisors
Texas
$4.39M +$3.28M +64,588 +290%
FA
31
FC Advisory
Pennsylvania
$4.09M +$58.2K +1,145 +1%
TWA
32
Tillar-Wenstrup Advisors
Ohio
$3.1M +$3.11M +61,310 New
HighTower Advisors
33
HighTower Advisors
Illinois
$2.93M +$1.01M +19,960 +52%
NGA
34
Naples Global Advisors
Florida
$2.89M +$5.08K +100 +0.2%
PAG
35
Private Advisor Group
New Jersey
$2.85M +$568K +11,172 +26%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.23M +$743K +14,620 +49%
MIAN
37
Mariner Independent Advisor Network
Kansas
$2.16M +$2.17M +42,728 New
NPC
38
National Planning Corporation
California
$2.05M +$97.2K +1,913 +5%
SAM
39
Securian Asset Management
Minnesota
$2.02M +$1.02M +20,000 +100%
MI
40
Moneywise Inc
Virginia
$1.87M +$217K +4,266 +13%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$1.83M +$3.15K +62 +0.2%
BII
42
Bainco International Investors
Massachusetts
$1.75M +$1.76M +34,657 New
VC
43
Vicus Capital
Pennsylvania
$1.63M +$173K +3,411 +12%
CGL
44
Clarius Group LLC
Washington
$1.53M -$100K -1,969 -6%
EPP
45
ETF Portfolio Partners
Kansas
$1.49M +$1.12M +22,027 +298%
MFS
46
MSI Financial Services
Massachusetts
$1.48M +$444K +8,747 +43%
Creative Planning
47
Creative Planning
Kansas
$1.37M +$127K +2,493 +10%
SCA
48
Snowden Capital Advisors
New York
$1.37M +$1.38M +27,178 New
BAS
49
Brown Advisory Securities
Maryland
$1.34M +$454K +8,927 +51%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$1.29M +$930K +18,315 +253%
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IXUS Hedge Fund Activity: Q4 2016 in Review

120 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q4 2016, worth a combined $2.83B — up 23% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IXUS positions and 10 closed out — a net gain of 18 holders — while 61 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $565M. The largest seller was BlackRock Institutional Trust, cutting an estimated $124M.

  • 120 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q4 2016, up from 104 in Q3 2016.
  • Funds reported $2.83B of iShares Core MSCI Total International Stock ETF stock for Q4 2016, up 23% quarter-over-quarter.
  • 28 funds opened new iShares Core MSCI Total International Stock ETF positions in Q4 2016 and 10 closed out, a net change of +18 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $565M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q4 2016 was BlackRock Institutional Trust, an estimated $124M sold.

Based on aggregated 13F filings for Q4 2016.