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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
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$13.5M +$4.86M +84,623 +57%
USAA
52
United Services Automobile Association
Texas
$13.1M +$1.16M +20,264 +10%
WAM
53
Wealthspire Advisors (Maryland)
Maryland
$11.8M +$464K +8,080 +4%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$11.4M -$148K -2,572 -1%
CCM
55
Coldstream Capital Management
Washington
$10.4M -$2.25M -39,142 -18%
OIWM
56
OptiFour Integrated Wealth Management
Virginia
$9.4M +$301K +5,239 +3%
AFNAS
57
American Financial Network Advisory Services
California
$8.78M -$7.88M -137,319 -47%
AF
58
Allworth Financial
California
$8.02M -$2.47K -43 -0%
SWM
59
SVA Wealth Management
Wisconsin
$7.87M +$160K +2,786 +2%
CFA
60
Capstone Financial Advisors
Illinois
$7.35M -$118K -2,048 -2%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$7.31M -$41.5K -723 -0.6%
WCM
62
Wealthcare Capital Management
Virginia
$7.17M -$463K -8,070 -6%
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$6.97M -$949K -16,524 -12%
CA
64
Cetera Advisors
Colorado
$6.78M +$49.5K +863 +0.7%
TIM
65
Tortoise Investment Management
New York
$6.75M -$109K -1,896 -2%
Stifel Financial
66
Stifel Financial
Missouri
$6.44M +$510K +8,893 +9%
AG
67
Advisor Group
Arizona
$6.36M -$408K -7,116 -6%
JFGIW
68
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.34M +$491K +8,559 +8%
SAM
69
Shamrock Asset Management
Texas
$6.25M -$425K -7,404 -6%
CAN
70
Cetera Advisor Networks
California
$6.24M -$493K -8,582 -7%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$6.22M
GCA
72
Greenwood Capital Associates
South Carolina
$6.21M -$1.63M -28,385 -21%
MML Investors Services
73
MML Investors Services
Massachusetts
$6.04M -$565K -9,849 -9%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$5.39M +$350K +6,105 +7%
SHIM
75
Stone House Investment Management
Pennsylvania
$5.36M +$517K +9,002 +11%

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.