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iShares Core MSCI Total International Stock ETF

342 hedge funds and large institutions have $11.2B invested in iShares Core MSCI Total International Stock ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 139 increasing their positions, 108 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

29% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 108

15% more capital invested

Capital invested by funds: $9.73B → $11.2B (+$1.44B)

3% more funds holding

Funds holding: 333342 (+9)

0.53% more ownership

Funds ownership: 81.18%81.71% (+0.53%)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

65% less call options, than puts

Call options by funds: $203K | Put options by funds: $581K

Holders
342
Holders Change
+9
Holders Change %
+2.7%
% of All Funds
7.4%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.71%
New
42
Increased
139
Reduced
108
Closed
24
Calls
$203K
Puts
$581K
Net Calls
-$378K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cahaba Wealth Management
Georgia
$37.2M +$3.69M +65,327 +11%
AMI
27
Amica Mutual Insurance
Rhode Island
$36.3M -$26.8M -473,884 -43%
PFM
28
Phillips Financial Management
Indiana
$35.4M +$1.49M +26,302 +5%
TWM
29
Tanglewood Wealth Management
Texas
$29.2M +$22.1M +391,918 +2,812%
BCI
30
Brinker Capital Investments
Pennsylvania
$25.6M -$718K -12,707 -3%
LPL Financial
31
LPL Financial
California
$24.6M +$151K +2,666 +0.6%
DWA
32
Divergent Wealth Advisors
Utah
$23.4M -$1.79M -31,681 -7%
FA
33
Financial Advisors
Massachusetts
$22.1M -$2.4M -42,390 -10%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$21.9M +$992K +17,558 +5%
AP
35
Agilis Partners
Massachusetts
$21.7M -$3.12M -55,239 -13%
HB
36
Homrich & Berg
Georgia
$19.9M -$1.88M -33,303 -9%
Goldman Sachs
37
Goldman Sachs
New York
$18.2M -$44.3M -784,200 -71%
AFNAS
38
American Financial Network Advisory Services
California
$17.6M +$15.4M +272,132 +837%
FMWA
39
Forvis Mazars Wealth Advisors
Missouri
$17.4M +$48K +850 +0.3%
BW
40
Biegel & Waller
Maryland
$16.8M +$931K +16,481 +6%
JP Morgan Chase
41
JP Morgan Chase
New York
$16M +$3.74M +66,105 +32%
UCFA
42
United Capital Financial Advisors
Texas
$15.1M +$5.53M +97,920 +60%
PAG
43
Private Advisor Group
New Jersey
$14.6M +$2.13M +37,634 +18%
PCIA
44
Prime Capital Investment Advisors
Kansas
$14.2M +$1.52M +26,861 +12%
WIA
45
World Investment Advisors
California
$13.2M -$27.4K -485 -0.2%
CCM
46
Coldstream Capital Management
Washington
$13.1M +$12.5K +222 +0.1%
CCWA
47
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.7M -$247K -4,373 -2%
GCA
48
Greenwood Capital Associates
South Carolina
$12.5M -$126K -2,233 -1%
HCM
49
Harvest Capital Management
New Hampshire
$12.1M +$1.26M +22,230 +12%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$11.5M -$570K -10,090 -5%

IXUS Hedge Fund Activity: Q1 2019 in Review

342 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q1 2019, worth a combined $11.2B — up 15% from $9.73B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IXUS positions and 24 closed out — a net gain of 18 holders — while 139 added to existing stakes and 108 trimmed.

The largest buyer was BlackRock, adding an estimated $481M. The largest seller was Commonwealth Equity Services, cutting an estimated $105M.

  • 342 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q1 2019, up from 333 in Q4 2018.
  • Funds reported $11.2B of iShares Core MSCI Total International Stock ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 42 funds opened new iShares Core MSCI Total International Stock ETF positions in Q1 2019 and 24 closed out, a net change of +18 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q1 2019 was BlackRock, an estimated $481M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q1 2019 was Commonwealth Equity Services, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2019.