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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
USAA
76
United Services Automobile Association
Texas
$373K +$375K +7,378 New
MCM
77
Mitchell Capital Management
Kansas
$372K +$159K +3,124 +74%
IP
78
Investment Partners
Ohio
$334K +$336K +6,622 New
APSP
79
Asset Planning Services (Pennsylvania)
Pennsylvania
$305K +$160K +3,144 +109%
CTC
80
Central Trust Company
Missouri
$294K +$295K +5,815 New
WA
81
WBH Advisory
Maryland
$283K +$11.4K +224 +4%
GRP
82
Global Retirement Partners
California
$281K +$283K +5,565 New
WAM
83
Weatherly Asset Management
California
$245K +$22.3K +438 +10%
CMP
84
Courage Miller Partners
Virginia
$240K +$36.5K +719 +18%
TYCC
85
Texas Yale Capital Corp
Florida
$229K – – –
JIP
86
Jaffetilchin Investment Partners
Florida
$205K +$207K +4,067 New
B
87
Bailard
California
$202K – – –
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$148K +$64.9K +1,277 +76%
CFA
89
CT Financial Advisors
Pennsylvania
$124K +$1.32K +26 +1%
ACM
90
Armbruster Capital Management
New York
$115K – – –
PWM
91
Perigon Wealth Management
California
$102K +$89.1K +1,753 +1,177%
JP Morgan Chase
92
JP Morgan Chase
New York
$95K +$68.3K +1,345 +248%
WAM
93
Wealthspire Advisors (Maryland)
Maryland
$94K – – –
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$88K +$88.5K +1,742 New
Citigroup
95
Citigroup
New York
$82K +$5.33K +105 +7%
GAM
96
Gemmer Asset Management
California
$80K +$26.9K +530 +50%
MA
97
MCF Advisors
Kentucky
$78K – – –
PA
98
Parallel Advisors
California
$61K +$61.7K +1,215 New
WTC
99
WhitTier Trust Company
Nevada
$50K – – –
GWM
100
Geneos Wealth Management
Colorado
$49K +$45.7K +899 +1,096%
2 3
4
5 6

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.