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iShares Core MSCI Total International Stock ETF
IXUS

141 hedge funds and large institutions have $3.67B invested in iShares Core MSCI Total International Stock ETF in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 8

300% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 18

30% more capital invested

Capital invested by funds: $2.83B → $3.67B (+$842M)

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

18% more funds holding

Funds holding: 120 → 141 (+21)

15.49% more ownership

Funds ownership: 78.48% → 93.97% (+15%)

Holders
141
Holders Change
+21
Holders Change %
+17.5%
% of All Funds
3.51%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.32%
New
33
Increased
72
Reduced
18
Closed
8
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
BlackRock
BlackRock
New York
+$2.46B
2
FI
FormulaFolio Investments
Michigan
+$80.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$27.3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$24.4M
5
Morgan Stanley
Morgan Stanley
New York
+$19.7M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$75.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.27M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$990K
4
AP
Agilis Partners
Massachusetts
-$652K
5
AF
Allworth Financial
California
-$615K
Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
26
Jaffetilchin Investment Partners
Florida
$7.67M +$7.25M +136,106 +3,347%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$6.42M +$1.39M +26,077 +29%
TIM
28
Tortoise Investment Management
New York
$6.11M +$366K +6,873 +7%
UCFA
29
United Capital Financial Advisors
Texas
$5.76M +$978K +18,366 +21%
CCM
30
Coldstream Capital Management
Washington
$5.23M +$5.09M +95,504 New
PAG
31
Private Advisor Group
New Jersey
$5.05M +$2.01M +37,713 +69%
FA
32
FC Advisory
Pennsylvania
$4.36M +$53.2K +999 +1%
AF
33
Allworth Financial
California
$4.2M -$615K -11,536 -13%
TTWM
34
TCV Trust & Wealth Management
Virginia
$3.72M +$3.62M +67,981 New
TWA
35
Tillar-Wenstrup Advisors
Ohio
$3.53M +$170K +3,200 +5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$3.42M +$977K +18,332 +41%
NGA
37
Naples Global Advisors
Florida
$3.18M +$51K +957 +2%
VKH
38
Virtu KCG Holdings
New York
$3.15M +$2.37M +44,569 +344%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.64M -$525K -9,861 -17%
SCA
40
Snowden Capital Advisors
New York
$2.55M +$1.03M +19,354 +71%
CA
41
Cetera Advisors
Colorado
$2.44M +$2.38M +44,616 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$2.35M +$356K +6,688 +18%
NPC
43
National Planning Corporation
California
$2.31M +$176K +3,308 +9%
OMC
44
Old Mission Capital
Illinois
$2.31M +$2.24M +42,106 New
SAM
45
Securian Asset Management
Minnesota
$2.19M – – –
MI
46
Moneywise Inc
Virginia
$2.1M +$73.1K +1,373 +4%
BC
47
Brinker Capital
Pennsylvania
$2.09M +$929K +17,433 +84%
BII
48
Bainco International Investors
Massachusetts
$2.02M +$117K +2,194 +6%
SPC
49
Sigma Planning Corp
Michigan
$1.85M +$794K +14,903 +79%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$1.79M +$482K +9,054 +38%
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IXUS Hedge Fund Activity: Q1 2017 in Review

141 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q1 2017, worth a combined $3.67B — up 30% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IXUS positions and 8 closed out — a net gain of 25 holders — while 72 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $2.46B. The largest seller was Stadion Money Management, cutting an estimated $75.7M.

  • 141 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q1 2017, up from 120 in Q4 2016.
  • Funds reported $3.67B of iShares Core MSCI Total International Stock ETF stock for Q1 2017, up 30% quarter-over-quarter.
  • 33 funds opened new iShares Core MSCI Total International Stock ETF positions in Q1 2017 and 8 closed out, a net change of +25 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q1 2017 was BlackRock, an estimated $2.46B added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q1 2017 was Stadion Money Management, an estimated $75.7M sold.

Based on aggregated 13F filings for Q1 2017.