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iShares Core MSCI Total International Stock ETF

522 hedge funds and large institutions have $25.4B invested in iShares Core MSCI Total International Stock ETF in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 246 increasing their positions, 121 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 121

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

2% more funds holding

Funds holding: 511522 (+11)

3% more capital invested

Capital invested by funds: $24.7B → $25.4B (+$702M)

0.5% more ownership

Funds ownership: 83.52%84.02% (+0.5%)

12% less funds holding in top 10

Funds holding in top 10: 6759 (-8)

Holders
522
Holders Change
+11
Holders Change %
+2.15%
% of All Funds
9.14%
Holding in Top 10
59
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.94%
% of All Funds
1.03%
New
42
Increased
246
Reduced
121
Closed
22
Calls
$260M
Puts
Net Calls
+$260M
Net Calls Change
+$63.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$34.1M +$1.52M +20,885 +5%
COCM
52
Charter Oak Capital Management
New Hampshire
$33.9M +$577K +7,919 +2%
NS
53
Newman & Schimel
Illinois
$33.9M -$1.03M -14,164 -3%
Osaic Holdings
54
Osaic Holdings
Arizona
$33.4M +$685K +9,400 +2%
CFA
55
Capstone Financial Advisors
Illinois
$30.9M -$201K -2,755 -0.6%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$30.9M -$2.26M -31,001 -7%
AF
57
Allworth Financial
California
$29.8M +$515K +7,061 +2%
CCA
58
Column Capital Advisors
Indiana
$27.7M +$118K +1,624 +0.4%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$26.7M +$2.59M +35,590 +10%
TCM
60
TD Capital Management
Tennessee
$25.6M -$3.28K -45 -0%
UCFA
61
United Capital Financial Advisors
Texas
$25.5M -$581K -7,969 -2%
CCWA
62
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.2M +$864K +11,854 +3%
AIM
63
Allen Investment Management
New York
$24.9M +$577K +7,915 +2%
CF
64
Corrigan Financial
Rhode Island
$24.6M -$96.6K -1,326 -0.4%
Stifel Financial
65
Stifel Financial
Missouri
$24.2M +$12.2M +167,865 +97%
BWA
66
BDO Wealth Advisors
Florida
$23.4M +$786K +10,787 +3%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$22.8M +$1.51M +20,776 +7%
JFGIW
68
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.6M -$162K -2,223 -0.7%
ASW
69
Astoria Strategic Wealth
Texas
$20.6M +$1.07M +14,637 +5%
MG
70
McCutchen Group
Washington
$19.7M +$13.9K +191 +0.1%
AP
71
Agilis Partners
Massachusetts
$19.3M +$6.28M +86,166 +46%
LBC
72
Lowe Brockenbrough & Co
Virginia
$18.5M +$19M +260,693 New
WIA
73
World Investment Advisors
California
$17.5M +$492K +6,744 +3%
PAG
74
Private Advisor Group
New Jersey
$17.4M +$3.06M +41,921 +21%
AWM
75
AAF Wealth Management
Massachusetts
$17.3M +$773K +10,605 +5%

IXUS Hedge Fund Activity: Q3 2021 in Review

522 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q3 2021, worth a combined $25.4B — up 2.8% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IXUS positions and 22 closed out — a net gain of 20 holders — while 246 added to existing stakes and 121 trimmed.

The largest buyer was BlackRock, adding an estimated $718M. The largest seller was Sequoia Financial Advisors, cutting an estimated $124M.

  • 522 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q3 2021, up from 511 in Q2 2021.
  • Funds reported $25.4B of iShares Core MSCI Total International Stock ETF stock for Q3 2021, up 2.8% quarter-over-quarter.
  • 42 funds opened new iShares Core MSCI Total International Stock ETF positions in Q3 2021 and 22 closed out, a net change of +20 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q3 2021 was BlackRock, an estimated $718M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q3 2021 was Sequoia Financial Advisors, an estimated $124M sold.

Based on aggregated 13F filings for Q3 2021.