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iShares Core MSCI Total International Stock ETF

335 hedge funds and large institutions have $13.3B invested in iShares Core MSCI Total International Stock ETF in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 129 increasing their positions, 111 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 111

8% more capital invested

Capital invested by funds: $12.3B → $13.3B (+$933M)

0.33% more ownership

Funds ownership: 81.31%81.64% (+0.33%)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

3% less funds holding

Funds holding: 347335 (-12)

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

Holders
335
Holders Change
-12
Holders Change %
-3.46%
% of All Funds
7.35%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.68%
New
28
Increased
129
Reduced
111
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
TD Capital Management
Tennessee
$37.8M -$480K -8,369 -1%
AP
27
Agilis Partners
Massachusetts
$31.5M +$3.78M +65,909 +14%
LPL Financial
28
LPL Financial
California
$28.5M +$1.76M +30,583 +7%
AIM
29
Allen Investment Management
New York
$25.6M -$13.2M -230,523 -34%
DWA
30
Divergent Wealth Advisors
Utah
$25.4M +$6.54M +113,955 +35%
JP Morgan Chase
31
JP Morgan Chase
New York
$22.4M +$2.41M +42,033 +12%
UCFA
32
United Capital Financial Advisors
Texas
$21.8M +$2.91M +50,739 +16%
PPW
33
Pasadena Private Wealth
California
$21.6M +$43.4K +756 +0.2%
HB
34
Homrich & Berg
Georgia
$19.7M -$329K -5,726 -2%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$19.1M -$875K -15,246 -4%
Goldman Sachs
36
Goldman Sachs
New York
$19M -$541K -9,419 -3%
SPIA
37
Strategic Point Investment Advisors
Rhode Island
$18.4M +$5.05K +88 +0%
FMWA
38
Forvis Mazars Wealth Advisors
Missouri
$18.1M +$1.54M +26,847 +9%
AMI
39
Amica Mutual Insurance
Rhode Island
$18M -$18M -313,679 -50%
BCI
40
Brinker Capital Investments
Pennsylvania
$16.9M -$1.74M -30,315 -9%
PCIA
41
Prime Capital Investment Advisors
Kansas
$16.8M +$1.2M +20,867 +8%
RJA
42
Raymond James & Associates
Florida
$16.7M +$860K +14,974 +5%
WP
43
WealthSource Partners
California
$16.7M +$88.2K +1,536 +0.5%
BW
44
Biegel & Waller
Maryland
$16.5M +$23K +400 +0.1%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.7M +$1.87M +32,663 +14%
PAG
46
Private Advisor Group
New Jersey
$14.9M -$175K -3,051 -1%
FHB
47
First Hawaiian Bank
Hawaii
$14.7M +$4.02M +70,089 +38%
TPWA
48
TRUE Private Wealth Advisors
Oregon
$14.7M +$360K +6,280 +3%
WIA
49
World Investment Advisors
California
$14.6M +$181K +3,145 +1%
AI
50
Axiom Investors
Connecticut
$14.1M -$1.93M -33,600 -12%

IXUS Hedge Fund Activity: Q3 2019 in Review

335 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q3 2019, worth a combined $13.3B — up 7.6% from $12.3B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IXUS and 28 opened new positions — a net loss of 10 holders — while 111 trimmed existing stakes and 129 added.

The largest buyer was BlackRock, adding an estimated $848M. The largest seller was Mariner, exiting entirely with an estimated $76.7M sold.

  • 335 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q3 2019, down from 347 in Q2 2019.
  • Funds reported $13.3B of iShares Core MSCI Total International Stock ETF stock for Q3 2019, up 7.6% quarter-over-quarter.
  • 28 funds opened new iShares Core MSCI Total International Stock ETF positions in Q3 2019 and 38 closed out, a net change of -10 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q3 2019 was BlackRock, an estimated $848M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q3 2019 was Mariner, an estimated $76.7M sold.

Based on aggregated 13F filings for Q3 2019.