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iShares Core MSCI Total International Stock ETF

393 hedge funds and large institutions have $15.2B invested in iShares Core MSCI Total International Stock ETF in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 146 increasing their positions, 105 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 17

39% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 105

23% more funds holding in top 10

Funds holding in top 10: 3138 (+7)

17% more funds holding

Funds holding: 335393 (+58)

15% more capital invested

Capital invested by funds: $13.3B → $15.2B (+$1.97B)

1.43% more ownership

Funds ownership: 81.64%83.07% (+1.4%)

Holders
393
Holders Change
+58
Holders Change %
+17.31%
% of All Funds
7.74%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.75%
New
83
Increased
146
Reduced
105
Closed
17
Calls
$23K
Puts
Net Calls
+$23K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
26
Phillips Financial Management
Indiana
$42.8M +$833K +13,901 +2%
TCM
27
TD Capital Management
Tennessee
$41.7M +$1.22M +20,380 +3%
ETS
28
ESL Trust Services
New York
$40.4M +$39.1M +652,905 New
LPL Financial
29
LPL Financial
California
$33.9M +$3.26M +54,408 +11%
AP
30
Agilis Partners
Massachusetts
$33.6M -$173K -2,884 -0.5%
AC
31
AlphaCore Capital
California
$31.4M +$30.4M +507,176 New
NEPPG
32
New England Professional Planning Group
Rhode Island
$29.1M +$28.2M +470,353 New
AIM
33
Allen Investment Management
New York
$27.2M -$158K -2,630 -0.6%
Jane Street
34
Jane Street
New York
$26.7M -$47.4M -791,703 -65%
JP Morgan Chase
35
JP Morgan Chase
New York
$26.1M +$2.05M +34,127 +9%
UCFA
36
United Capital Financial Advisors
Texas
$25.2M +$1.77M +29,555 +8%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$24.9M +$16.8M +280,617 +233%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$24.7M +$4.13M +68,928 +21%
PPW
39
Pasadena Private Wealth
California
$23.3M +$92K +1,535 +0.4%
DWA
40
Divergent Wealth Advisors
Utah
$21.1M -$5.91M -98,588 -22%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$21M +$6.4M +106,766 +46%
HB
42
Homrich & Berg
Georgia
$20.9M -$216K -3,599 -1%
SPIA
43
Strategic Point Investment Advisors
Rhode Island
$19.6M -$44.2K -737 -0.2%
FMWA
44
Forvis Mazars Wealth Advisors
Missouri
$19.2M -$121K -2,018 -0.6%
PCIA
45
Prime Capital Investment Advisors
Kansas
$18.7M +$633K +10,562 +4%
Goldman Sachs
46
Goldman Sachs
New York
$18.7M -$1.61M -26,940 -8%
TGAM
47
TBH Global Asset Management
Tennessee
$18.4M +$17.8M +296,902 New
BCI
48
Brinker Capital Investments
Pennsylvania
$18.2M +$33.3K +555 +0.2%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.9M +$970K +16,185 +6%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$16.4M

IXUS Hedge Fund Activity: Q4 2019 in Review

393 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q4 2019, worth a combined $15.2B — up 15% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IXUS positions and 17 closed out — a net gain of 66 holders — while 146 added to existing stakes and 105 trimmed.

The largest buyer was BlackRock, adding an estimated $542M. The largest seller was M&T Bank, exiting entirely with an estimated $57.1M sold.

  • 393 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q4 2019, up from 335 in Q3 2019.
  • Funds reported $15.2B of iShares Core MSCI Total International Stock ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 83 funds opened new iShares Core MSCI Total International Stock ETF positions in Q4 2019 and 17 closed out, a net change of +66 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q4 2019 was BlackRock, an estimated $542M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q4 2019 was M&T Bank, an estimated $57.1M sold.

Based on aggregated 13F filings for Q4 2019.