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iShares Core MSCI Total International Stock ETF

333 hedge funds and large institutions have $9.73B invested in iShares Core MSCI Total International Stock ETF in 2018 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 122 increasing their positions, 72 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 32

69% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 72

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

25% more funds holding

Funds holding: 266333 (+67)

18% more capital invested

Capital invested by funds: $8.22B → $9.73B (+$1.51B)

5.48% more ownership

Funds ownership: 75.7%81.18% (+5.5%)

66% less call options, than puts

Call options by funds: $200K | Put options by funds: $588K

Holders
333
Holders Change
+67
Holders Change %
+25.19%
% of All Funds
7.42%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.76%
New
100
Increased
122
Reduced
72
Closed
32
Calls
$200K
Puts
$588K
Net Calls
-$388K
Net Calls Change
-$388K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
TD Capital Management
Tennessee
$32.5M +$5.59M +100,722 +19%
CWM
27
Cahaba Wealth Management
Georgia
$30.2M +$10.3M +186,529 +48%
PFM
28
Phillips Financial Management
Indiana
$30.2M +$758K +13,668 +2%
DCM
29
Disciplina Capital Management
Tennessee
$25.7M +$27.1M +488,721 New
ET
30
Equitable Trust
Tennessee
$25M +$26.4M +476,057 New
BCI
31
Brinker Capital Investments
Pennsylvania
$23.8M +$648K +11,684 +3%
DWA
32
Divergent Wealth Advisors
Utah
$22.8M +$7.17M +129,248 +42%
AP
33
Agilis Partners
Massachusetts
$22.5M -$2.27M -40,831 -9%
FA
34
Financial Advisors
Massachusetts
$22.2M +$23.5M +423,100 New
LPL Financial
35
LPL Financial
California
$22.1M -$1.4M -25,232 -6%
HB
36
Homrich & Berg
Georgia
$19.8M +$19.4M +349,162 +1,261%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$18.9M -$1.09M -19,614 -5%
RJA
38
Raymond James & Associates
Florida
$18.9M +$8.54M +153,977 +75%
FMWA
39
Forvis Mazars Wealth Advisors
Missouri
$15.7M +$14.2M +255,725 +604%
QCM
40
Quest Capital Management
Texas
$14.9M +$15.7M +282,964 New
BW
41
Biegel & Waller
Maryland
$14.4M -$1.46M -26,223 -9%
WIA
42
World Investment Advisors
California
$12M +$12.6M +227,906 New
CCM
43
Coldstream Capital Management
Washington
$11.8M +$7.65M +137,876 +158%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.8M +$1.22M +21,992 +11%
GCA
45
Greenwood Capital Associates
South Carolina
$11.5M +$12.1M +218,290 New
PCIA
46
Prime Capital Investment Advisors
Kansas
$11.4M +$3.57M +64,265 +42%
PAG
47
Private Advisor Group
New Jersey
$11.2M +$2.26M +40,759 +24%
CFA
48
Capstone Financial Advisors
Illinois
$11.2M +$11.8M +212,771 New
JP Morgan Chase
49
JP Morgan Chase
New York
$11M +$10.9M +195,998 +1,417%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$11M +$1.6M +28,850 +16%

IXUS Hedge Fund Activity: Q4 2018 in Review

333 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q4 2018, worth a combined $9.73B — up 18% from $8.22B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IXUS positions and 32 closed out — a net gain of 68 holders — while 122 added to existing stakes and 72 trimmed.

The largest buyer was BlackRock, adding an estimated $2.11B. The largest seller was Cornerstone Wealth Management, cutting an estimated $46.9M.

  • 333 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q4 2018, up from 266 in Q3 2018.
  • Funds reported $9.73B of iShares Core MSCI Total International Stock ETF stock for Q4 2018, up 18% quarter-over-quarter.
  • 100 funds opened new iShares Core MSCI Total International Stock ETF positions in Q4 2018 and 32 closed out, a net change of +68 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q4 2018 was BlackRock, an estimated $2.11B added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $46.9M sold.

Based on aggregated 13F filings for Q4 2018.