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iShares Core MSCI Total International Stock ETF

266 hedge funds and large institutions have $8.22B invested in iShares Core MSCI Total International Stock ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 62

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $7.64B → $8.22B (+$586M)

2% more funds holding

Funds holding: 260266 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

0.29% less ownership

Funds ownership: 75.99%75.7% (-0.29%)

Holders
266
Holders Change
+6
Holders Change %
+2.31%
% of All Funds
6.08%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.62%
New
29
Increased
122
Reduced
62
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Harvest Capital Management
New Hampshire
$31.1M +$142K +2,350 +0.5%
AP
27
Agilis Partners
Massachusetts
$28.3M -$3.9M -64,788 -12%
Jane Street
28
Jane Street
New York
$28.3M +$27.8M +461,339 +6,355%
LPL Financial
29
LPL Financial
California
$26.9M -$1.41M -23,428 -5%
BCI
30
Brinker Capital Investments
Pennsylvania
$26.7M +$154K +2,559 +0.6%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$26.2M +$4.33M +71,942 +20%
CWM
32
Cahaba Wealth Management
Georgia
$23.5M +$2.03M +33,648 +9%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$22.9M +$405K +6,719 +2%
BW
34
Biegel & Waller
Maryland
$18.1M +$167K +2,769 +0.9%
DWA
35
Divergent Wealth Advisors
Utah
$17.9M -$2.43M -40,414 -12%
NEPPG
36
New England Professional Planning Group
Rhode Island
$16.8M +$1.19M +19,678 +8%
Citadel Advisors
37
Citadel Advisors
Florida
$16.3M +$16.3M +270,644 New
CWM
38
Cornerstone Wealth Management
Missouri
$14M +$3.6M +59,712 +8%
JIP
39
Jaffetilchin Investment Partners
Florida
$12.5M +$189K +3,143 +2%
RJA
40
Raymond James & Associates
Florida
$12.4M +$772K +12,820 +7%
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.2M +$378K +6,269 +3%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$10.8M +$1.38M +22,893 +15%
PAG
43
Private Advisor Group
New Jersey
$10.5M +$7.04M +116,894 +207%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$10.4M +$2.22M +36,837 +27%
SAM
45
Shamrock Asset Management
Texas
$10.3M -$698K -11,586 -6%
FHB
46
First Hawaiian Bank
Hawaii
$10.1M
ASN
47
Advisory Services Network
Georgia
$9.4M -$462K -7,667 -5%
USAA
48
United Services Automobile Association
Texas
$9.39M +$1.39M +23,118 +17%
PCIA
49
Prime Capital Investment Advisors
Kansas
$9.24M +$3.72M +61,720 +67%
NB
50
Northwest Bancshares
Pennsylvania
$9.09M -$25.4M -422,233 -74%

IXUS Hedge Fund Activity: Q3 2018 in Review

266 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q3 2018, worth a combined $8.22B — up 7.7% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IXUS positions and 23 closed out — a net gain of 6 holders — while 122 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $327M. The largest seller was Morgan Stanley, cutting an estimated $59.2M.

  • 266 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q3 2018, up from 260 in Q2 2018.
  • Funds reported $8.22B of iShares Core MSCI Total International Stock ETF stock for Q3 2018, up 7.7% quarter-over-quarter.
  • 29 funds opened new iShares Core MSCI Total International Stock ETF positions in Q3 2018 and 23 closed out, a net change of +6 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q3 2018 was BlackRock, an estimated $327M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q3 2018 was Morgan Stanley, an estimated $59.2M sold.

Based on aggregated 13F filings for Q3 2018.