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iShares Core MSCI Total International Stock ETF

648 hedge funds and large institutions have $27.5B invested in iShares Core MSCI Total International Stock ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 293 increasing their positions, 214 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $1.56M | Put options by funds: $883K

43% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 35

37% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 214

1% more funds holding

Funds holding: 639648 (+9)

4% more capital invested

Capital invested by funds: $26.6B → $27.5B (+$943M)

0.82% more ownership

Funds ownership: 85.9%86.72% (+0.82%)

1% less funds holding in top 10

Funds holding in top 10: 6968 (-1)

Holders
648
Holders Change
+9
Holders Change %
+1.41%
% of All Funds
10.17%
Holding in Top 10
68
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.45%
% of All Funds
1.07%
New
50
Increased
293
Reduced
214
Closed
35
Calls
$1.56M
Puts
$883K
Net Calls
+$676K
Net Calls Change
+$782K
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
51
Morningstar Investment Services
Illinois
$40.1M +$3.05M +48,793 +8%
AIM
52
Allen Investment Management
New York
$36.3M -$253K -4,038 -0.7%
COCM
53
Charter Oak Capital Management
New Hampshire
$35.4M -$933K -14,902 -3%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$34.2M -$562K -8,983 -2%
CCA
55
Column Capital Advisors
Indiana
$34.1M -$319K -5,095 -0.9%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$33.1M -$3.22M -51,495 -9%
VFP
57
Verus Financial Partners
Virginia
$33M -$9.38M -149,814 -23%
ET
58
Equitable Trust
Tennessee
$31.8M +$33.8K +540 +0.1%
AC
59
AlphaCore Capital
California
$31.4M +$97.1K +1,551 +0.3%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$30.3M -$446K -7,118 -1%
FTUS
61
Flow Traders U.S.
New York
$29.3M -$451M -7,200,121 -94%
Kovitz Investment Group Partners
62
Kovitz Investment Group Partners
Illinois
$28.5M +$1.56M +24,970 +6%
Stifel Financial
63
Stifel Financial
Missouri
$28.4M +$1.11M +17,661 +4%
SAM
64
Standpoint Asset Management
Arizona
$27.9M +$4.73M +75,500 +20%
LBC
65
Lowe Brockenbrough & Co
Virginia
$27.5M +$872K +13,926 +3%
TPW
66
Tiller Private Wealth
Pennsylvania
$27.5M +$1.76M +28,048 +7%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$26.4M -$138K -2,210 -0.5%
WA
68
Waddell & Associates
Tennessee
$25.2M -$176K -2,815 -0.7%
ASW
69
Astoria Strategic Wealth
Texas
$25.2M +$468K +7,469 +2%
GWM
70
Geneos Wealth Management
Colorado
$25.2M +$6.63M +105,977 +36%
JP Morgan Chase
71
JP Morgan Chase
New York
$24.7M +$2.96M +47,358 +14%
UWPG
72
Ullmann Wealth Partners Group
Florida
$24.3M -$370K -5,906 -2%
MML Investors Services
73
MML Investors Services
Massachusetts
$23.2M +$4.67M +74,586 +25%
MMA
74
Miracle Mile Advisors
California
$23.1M -$1.79M -28,665 -7%
CCWA
75
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$22.3M -$838K -13,394 -4%

IXUS Hedge Fund Activity: Q2 2023 in Review

648 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q2 2023, worth a combined $27.5B — up 3.5% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IXUS positions and 35 closed out — a net gain of 15 holders — while 293 added to existing stakes and 214 trimmed.

The largest buyer was BlackRock, adding an estimated $618M. The largest seller was Flow Traders U.S., cutting an estimated $451M.

  • 648 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q2 2023, up from 639 in Q1 2023.
  • Funds reported $27.5B of iShares Core MSCI Total International Stock ETF stock for Q2 2023, up 3.5% quarter-over-quarter.
  • 50 funds opened new iShares Core MSCI Total International Stock ETF positions in Q2 2023 and 35 closed out, a net change of +15 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q2 2023 was BlackRock, an estimated $618M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q2 2023 was Flow Traders U.S., an estimated $451M sold.

Based on aggregated 13F filings for Q2 2023.