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iShares Core MSCI Total International Stock ETF
IXUS

120 hedge funds and large institutions have $2.83B invested in iShares Core MSCI Total International Stock ETF in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

455% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 11

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

23% more capital invested

Capital invested by funds: $2.29B → $2.83B (+$537M)

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

15% more funds holding

Funds holding: 104 → 120 (+16)

43.26% less ownership

Funds ownership: 121.74% → 78.48% (-43%)

Holders
120
Holders Change
+16
Holders Change %
+15.38%
% of All Funds
3%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.28%
New
28
Increased
61
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$565M
2
PWM
Patriot Wealth Management
Texas
+$52M
3
Morgan Stanley
Morgan Stanley
New York
+$17M
4
TPWA
TRUE Private Wealth Advisors
Oregon
+$14.3M
5
Wells Fargo
Wells Fargo
California
+$13.6M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$124M
2
AP
Agilis Partners
Massachusetts
-$17M
3
SMM
Stadion Money Management
Georgia
-$12.1M
4
TTWM
TCV Trust & Wealth Management
Virginia
-$3.59M
5
OMC
Old Mission Capital
Illinois
-$3.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$1.22M +$1.23M +24,190 New
Baird Financial Group
52
Baird Financial Group
Wisconsin
$1.19M +$256K +5,045 +27%
Goldman Sachs
53
Goldman Sachs
New York
$1.19M +$1.2M +23,645 New
FTUS
54
Flow Traders U.S.
New York
$1.16M +$1.11M +21,796 +1,983%
HS
55
Horan Securities
United States
$1.15M +$15.7K +309 +1%
BC
56
Brinker Capital
Pennsylvania
$1.04M +$1.05M +20,703 New
IA
57
IFP Advisors
Florida
$1M +$92.3K +1,816 +10%
SPC
58
Sigma Planning Corp
Michigan
$958K +$182K +3,577 +23%
HB
59
Homrich & Berg
Georgia
$849K -$49.8K -981 -6%
WCM
60
Wealthcare Capital Management
Virginia
$826K +$817K +16,076 +5,681%
KeyBank National Association
61
KeyBank National Association
Ohio
$819K -$149K -2,925 -15%
AG
62
Advisor Group
Arizona
$754K -$80.3K -1,580 -10%
VKH
63
Virtu KCG Holdings
New York
$654K +$658K +12,950 New
PA
64
Pinnacle Associates
New York
$619K – – –
PWMAG
65
Pinnacle Wealth Management Advisory Group
New Jersey
$619K – – –
CAN
66
Cetera Advisor Networks
California
$616K -$68.5K -1,349 -10%
CG
67
Colony Group
Massachusetts
$577K +$581K +11,430 New
SHCM
68
Stokes & Hubbell Capital Management
Louisiana
$557K +$1.63K +32 +0.3%
RCAG
69
Rehmann Capital Advisory Group
Michigan
$550K +$116K +2,286 +27%
PFA
70
Pure Financial Advisors
California
$508K -$4.32K -85 -0.8%
GT
71
Glenview Trust
Kentucky
$417K +$420K +8,260 New
First Trust Advisors
72
First Trust Advisors
Illinois
$413K +$416K +8,181 New
FMWA
73
Forvis Mazars Wealth Advisors
Missouri
$406K +$65.3K +1,286 +19%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$397K +$400K +7,867 New
FAAS
75
First Allied Advisory Services
California
$393K +$10.9K +214 +3%
1 2
3
4 5

IXUS Hedge Fund Activity: Q4 2016 in Review

120 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q4 2016, worth a combined $2.83B — up 23% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IXUS positions and 10 closed out — a net gain of 18 holders — while 61 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $565M. The largest seller was BlackRock Institutional Trust, cutting an estimated $124M.

  • 120 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q4 2016, up from 104 in Q3 2016.
  • Funds reported $2.83B of iShares Core MSCI Total International Stock ETF stock for Q4 2016, up 23% quarter-over-quarter.
  • 28 funds opened new iShares Core MSCI Total International Stock ETF positions in Q4 2016 and 10 closed out, a net change of +18 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $565M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q4 2016 was BlackRock Institutional Trust, an estimated $124M sold.

Based on aggregated 13F filings for Q4 2016.