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iShares Core MSCI Total International Stock ETF

67 hedge funds and large institutions have $1.16B invested in iShares Core MSCI Total International Stock ETF in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 7

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

20% more capital invested

Capital invested by funds: $965M → $1.16B (+$194M)

12% more funds holding

Funds holding: 6067 (+7)

4.82% more ownership

Funds ownership: 66.21%71.04% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
67
Holders Change
+7
Holders Change %
+11.67%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
39
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
51
MSI Financial Services
Massachusetts
$90K +$60.7K +1,053 +184%
WTC
52
WhitTier Trust Company
Nevada
$55K
WA
53
WFG Advisors
Texas
$49K +$50.5K +877 +7,973%
Citigroup
54
Citigroup
New York
$42K +$2.54K +44 +6%
APSP
55
Asset Planning Services (Pennsylvania)
Pennsylvania
$42K +$43.8K +760 New
GWM
56
Gupta Wealth Management
California
$30K +$31.5K +547 New
NFG
57
Next Financial Group
Texas
$28K +$20.2K +350 +206%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$22K
GAM
59
Gemmer Asset Management
California
$18K +$13.9K +241 +274%
RIA
60
Regal Investment Advisors
Michigan
$14K +$9.51K +165 +174%
IF
61
Ironwood Financial
Arizona
$12K
PMFA
62
Plante Moran Financial Advisors
Michigan
$12K
VIA
63
Vantage Investment Advisors
Pennsylvania
$5K +$4.9K +85 New
WRM
64
Westport Resources Management
Connecticut
$4K
LWA
65
Lowe Wealth Advisors
Maryland
$1K +$692 +12 New
GI
66
Gradient Investments
Minnesota
$1K +$980 +17 New
JMPWA
67
JP Morgan Private Wealth Advisors
California
-$378K -6,826 Closed
SWP
68
Stratos Wealth Partners
Ohio
-$267K -4,825 Closed
OMC
69
Old Mission Capital
Illinois
-$264K -4,767 Closed
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
-$227K -4,100 Closed
Creative Planning
71
Creative Planning
Kansas
-$97K -1,758 Closed

IXUS Hedge Fund Activity: Q2 2015 in Review

67 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q2 2015, worth a combined $1.16B — up 20% from $965M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IXUS positions and 5 closed out — a net gain of 9 holders — while 39 added to existing stakes and 7 trimmed.

The largest buyer was Bank of America, adding an estimated $91.6M. The largest seller was Agilis Partners, cutting an estimated $1.83M.

  • 67 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q2 2015, up from 60 in Q1 2015.
  • Funds reported $1.16B of iShares Core MSCI Total International Stock ETF stock for Q2 2015, up 20% quarter-over-quarter.
  • 14 funds opened new iShares Core MSCI Total International Stock ETF positions in Q2 2015 and 5 closed out, a net change of +9 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q2 2015 was Bank of America, an estimated $91.6M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q2 2015 was Agilis Partners, an estimated $1.83M sold.

Based on aggregated 13F filings for Q2 2015.