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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
PAG
51
Private Advisor Group
New Jersey
$16.2M +$233K +3,895 +2%
FHB
52
First Hawaiian Bank
Hawaii
$15.9M +$176K +2,944 +1%
WAM
53
Wealthspire Advisors (Maryland)
Maryland
$13.7M +$959K +15,998 +8%
RJA
54
Raymond James & Associates
Florida
$13.4M -$4.36M -72,794 -25%
ASW
55
Astoria Strategic Wealth
Texas
$13.3M +$12.9M +215,173 New
WIA
56
World Investment Advisors
California
$12.9M -$2.7M -45,046 -18%
CC
57
Cadinha & Co
Hawaii
$12.8M +$12.1M +201,204 +3,274%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$11.7M -$491K -8,187 -4%
MWP
59
Meridian Wealth Partners
Pennsylvania
$11.3M +$11M +182,877 New
SWM
60
SVA Wealth Management
Wisconsin
$10.9M +$2.41M +40,297 +30%
AIA
61
Avalon Investment & Advisory
Texas
$10.9M +$10.3M +171,483 +3,976%
USAA
62
United Services Automobile Association
Texas
$10.6M -$3.26M -54,443 -24%
AI
63
Axiom Investors
Connecticut
$10.2M -$4.7M -78,400 -32%
OIWM
64
OptiFour Integrated Wealth Management
Virginia
$10.2M +$116K +1,941 +1%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$9.3M +$3.41M +56,830 +61%
CCM
66
Coldstream Capital Management
Washington
$8.85M -$2.19M -36,621 -20%
AF
67
Allworth Financial
California
$8.58M -$9.71K -162 -0.1%
CFA
68
Capstone Financial Advisors
Illinois
$7.92M +$45.6K +761 +0.6%
Allianz Asset Management
69
Allianz Asset Management
Germany
$7.45M +$4.22M +70,353 +141%
WCM
70
Wealthcare Capital Management
Virginia
$7.44M -$238K -3,965 -3%
GWM
71
Geneos Wealth Management
Colorado
$7.44M +$1.69M +28,240 +31%
CAN
72
Cetera Advisor Networks
California
$7.24M +$536K +8,945 +8%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$7.21M -$612K -10,216 -8%
AF
74
Advisornet Financial
Minnesota
$7.13M +$1.72M +28,623 +33%
CA
75
Cetera Advisors
Colorado
$7.08M -$185K -3,085 -3%

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.