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iShares Core MSCI Total International Stock ETF
IXUS

180 hedge funds and large institutions have $5.7B invested in iShares Core MSCI Total International Stock ETF in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

187% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 30

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

17% more capital invested

Capital invested by funds: $4.87B → $5.7B (+$829M)

10% more funds holding

Funds holding: 163 → 180 (+17)

0.58% less ownership

Funds ownership: 77.22% → 76.64% (-0.58%)

Holders
180
Holders Change
+17
Holders Change %
+10.43%
% of All Funds
4.49%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.47%
New
27
Increased
86
Reduced
30
Closed
9
Calls
$402K
Puts
–
Net Calls
+$402K
Net Calls Change
+$402K

Top Buyers

1
BlackRock
BlackRock
New York
+$350M
2
SMM
Stadion Money Management
Georgia
+$35.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$20.3M
4
Morgan Stanley
Morgan Stanley
New York
+$19.3M
5
CC
Cadinha & Co
Hawaii
+$14.8M

Top Sellers

1
AP
Agilis Partners
Massachusetts
-$24.4M
2
M&T Bank
M&T Bank
New York
-$22.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$13.7M
4
CCM
Coldstream Capital Management
Washington
-$3.21M
5
EFS
Essex Financial Services
Connecticut
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
26
TD Capital Management
Tennessee
$15.4M +$98.9K +1,662 +0.7%
CWM
27
Cahaba Wealth Management
Georgia
$14.6M +$14.3M +239,981 New
Ameriprise
28
Ameriprise
Minnesota
$14.1M +$1.88M +31,591 +16%
BW
29
Biegel & Waller
Maryland
$12.8M +$312K +5,240 +3%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.7M -$1.55K -26 -0%
FHB
31
First Hawaiian Bank
Hawaii
$10.5M +$10.3M +172,741 New
PAG
32
Private Advisor Group
New Jersey
$9.42M +$1.23M +20,747 +16%
AllianceBernstein
33
AllianceBernstein
Tennessee
$9.15M +$5.4M +90,866 +153%
JIP
34
Jaffetilchin Investment Partners
Florida
$8.98M +$2.98M +50,097 +52%
ASN
35
Advisory Services Network
Georgia
$7.5M +$7.06M +118,662 +2,776%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$7.48M -$754K -12,677 -9%
SPIA
37
Strategic Point Investment Advisors
Rhode Island
$7.37M +$114K +1,919 +2%
TIM
38
Tortoise Investment Management
New York
$6.95M +$212K +3,560 +3%
UCFA
39
United Capital Financial Advisors
Texas
$6.38M +$62.6K +1,053 +1%
CCM
40
Coldstream Capital Management
Washington
$5.89M -$3.21M -54,001 -36%
BPB
41
Badgley, Phelps & Bell
Washington
$5.34M +$119K +2,005 +2%
FA
42
FC Advisory
Pennsylvania
$4.86M -$44.7K -751 -0.9%
BC
43
Brinker Capital
Pennsylvania
$4.55M +$606K +10,180 +16%
AG
44
Advisor Group
Arizona
$4.54M +$1.28M +21,597 +41%
TTWM
45
TCV Trust & Wealth Management
Virginia
$4.08M -$53K -891 -1%
AF
46
Allworth Financial
California
$4.04M -$176K -2,964 -4%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$3.88M +$2.07M +34,739 +120%
TWA
48
Tillar-Wenstrup Advisors
Ohio
$3.85M -$94.5K -1,589 -2%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$3.72M +$712K +11,967 +24%
NGA
50
Naples Global Advisors
Florida
$3.66M +$53.8K +905 +2%
1
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IXUS Hedge Fund Activity: Q3 2017 in Review

180 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q3 2017, worth a combined $5.7B — up 17% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IXUS positions and 9 closed out — a net gain of 18 holders — while 86 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock, adding an estimated $350M. The largest seller was Agilis Partners, cutting an estimated $24.4M.

  • 180 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q3 2017, up from 163 in Q2 2017.
  • Funds reported $5.7B of iShares Core MSCI Total International Stock ETF stock for Q3 2017, up 17% quarter-over-quarter.
  • 27 funds opened new iShares Core MSCI Total International Stock ETF positions in Q3 2017 and 9 closed out, a net change of +18 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q3 2017 was BlackRock, an estimated $350M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q3 2017 was Agilis Partners, an estimated $24.4M sold.

Based on aggregated 13F filings for Q3 2017.