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iShares Core MSCI Total International Stock ETF

218 hedge funds and large institutions have $6.29B invested in iShares Core MSCI Total International Stock ETF in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 48 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 7

88% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 48

21% more funds holding

Funds holding: 180218 (+38)

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

10% more capital invested

Capital invested by funds: $5.7B → $6.29B (+$591M)

2.52% more ownership

Funds ownership: 76.64%79.16% (+2.5%)

Holders
218
Holders Change
+38
Holders Change %
+21.11%
% of All Funds
4.94%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.52%
New
45
Increased
90
Reduced
48
Closed
7
Calls
$284K
Puts
Net Calls
+$284K
Net Calls Change
-$118K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$19.1M +$9.45M +151,994 +101%
CC
27
Cadinha & Co
Hawaii
$18.8M -$12.6K -202 -0.1%
CWM
28
Cahaba Wealth Management
Georgia
$17.6M +$2.44M +39,186 +16%
BW
29
Biegel & Waller
Maryland
$16.8M +$3.42M +54,959 +26%
Ameriprise
30
Ameriprise
Minnesota
$16.5M +$1.93M +31,128 +13%
TCM
31
TD Capital Management
Tennessee
$16.2M +$261K +4,198 +2%
NEPPG
32
New England Professional Planning Group
Rhode Island
$16M +$15.4M +247,841 New
DWA
33
Divergent Wealth Advisors
Utah
$15.6M +$15.3M +246,928 New
SAM
34
Shamrock Asset Management
Texas
$14.8M -$1.89M -30,406 -12%
ASN
35
Advisory Services Network
Georgia
$12.6M +$4.81M +77,387 +63%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.1M -$22.6K -363 -0.2%
FHB
37
First Hawaiian Bank
Hawaii
$10.2M -$710K -11,426 -7%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$8.72M +$962K +15,473 +13%
TIM
39
Tortoise Investment Management
New York
$7.17M -$12.6K -202 -0.2%
SPIA
40
Strategic Point Investment Advisors
Rhode Island
$6.91M -$702K -11,295 -9%
UCFA
41
United Capital Financial Advisors
Texas
$6.67M +$68.7K +1,105 +1%
OIWM
42
OptiFour Integrated Wealth Management
Virginia
$6.39M +$6.3M +101,345 New
CCM
43
Coldstream Capital Management
Washington
$5.96M -$134K -2,157 -2%
JIP
44
Jaffetilchin Investment Partners
Florida
$5.95M -$3.29M -52,937 -36%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$5.93M +$1.88M +30,314 +48%
AG
46
Advisor Group
Arizona
$5.86M +$1.14M +18,373 +25%
BPB
47
Badgley, Phelps & Bell
Washington
$5.61M +$84K +1,352 +2%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$5.44M +$1.57M +25,225 +41%
RJA
49
Raymond James & Associates
Florida
$5.35M +$2.42M +38,871 +85%
BC
50
Brinker Capital
Pennsylvania
$5.09M +$381K +6,124 +8%

IXUS Hedge Fund Activity: Q4 2017 in Review

218 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q4 2017, worth a combined $6.29B — up 10% from $5.7B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IXUS positions and 7 closed out — a net gain of 38 holders — while 90 added to existing stakes and 48 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $118M. The largest seller was Stadion Money Management, cutting an estimated $94.4M.

  • 218 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q4 2017, up from 180 in Q3 2017.
  • Funds reported $6.29B of iShares Core MSCI Total International Stock ETF stock for Q4 2017, up 10% quarter-over-quarter.
  • 45 funds opened new iShares Core MSCI Total International Stock ETF positions in Q4 2017 and 7 closed out, a net change of +38 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q4 2017 was Jane Street, an estimated $118M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q4 2017 was Stadion Money Management, an estimated $94.4M sold.

Based on aggregated 13F filings for Q4 2017.