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iShares Core MSCI Total International Stock ETF

372 hedge funds and large institutions have $15.7B invested in iShares Core MSCI Total International Stock ETF in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 156 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $13.2B → $15.7B (+$2.48B)

15% more funds holding in top 10

Funds holding in top 10: 4147 (+6)

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

1% more funds holding

Funds holding: 369372 (+3)

3.39% less ownership

Funds ownership: 86.41%83.02% (-3.4%)

15% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 156

Holders
372
Holders Change
+3
Holders Change %
+0.81%
% of All Funds
7.63%
Holding in Top 10
47
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.63%
% of All Funds
0.96%
New
42
Increased
133
Reduced
156
Closed
39
Calls
$151M
Puts
Net Calls
+$151M
Net Calls Change
+$74.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
76
White Lighthouse Investment Management
Massachusetts
$6.94M +$3.87M +75,265 +145%
AF
77
Advisornet Financial
Minnesota
$6.84M -$471K -9,160 -7%
CTA
78
Chesley Taft & Associates
Illinois
$6.47M +$6.1M +118,655 New
WAM
79
Wealthspire Advisors (Maryland)
Maryland
$6.4M +$245K +4,762 +4%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$6.22M
CA
81
Cetera Advisors
Colorado
$6.12M +$140K +2,722 +2%
CAN
82
Cetera Advisor Networks
California
$6.07M -$243K -4,723 -4%
Creative Planning
83
Creative Planning
Kansas
$6.03M -$317K -6,160 -5%
Stifel Financial
84
Stifel Financial
Missouri
$5.89M +$245K +4,764 +5%
WANY
85
Wealthspire Advisors (New York)
New York
$5.87M -$3.65M -71,007 -40%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$5.59M -$595K -11,566 -10%
SLT
87
St Louis Trust
Missouri
$5.43M +$5.12M +99,564 New
HB
88
Homrich & Berg
Georgia
$5.4M -$1.08M -20,986 -17%
XF
89
XML Financial
Maryland
$5.31M -$137K -2,672 -3%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$4.97M +$831K +16,155 +22%
GG
91
Gleason Group
Kentucky
$4.96M -$787K -15,300 -14%
TIM
92
Tortoise Investment Management
New York
$4.95M +$55.7K +1,082 +1%
FWM
93
FSA Wealth Management
Massachusetts
$4.84M +$740K +14,383 +19%
FA
94
FC Advisory
Pennsylvania
$4.72M -$101K -1,961 -2%
JFGIW
95
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.71M +$506K +9,837 +13%
BIP
96
Blueprint Investment Partners
North Carolina
$4.63M +$4.03M +78,436 +1,200%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$4.59M -$188K -3,660 -4%
C
98
Clearshares
New York
$4.42M
PAS
99
Park Avenue Securities
New York
$4.36M -$89.5K -1,740 -2%
KOMWMG
100
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.13M -$8.07K -157 -0.2%

IXUS Hedge Fund Activity: Q2 2020 in Review

372 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q2 2020, worth a combined $15.7B — up 19% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IXUS positions and 39 closed out — a net gain of 3 holders — while 133 added to existing stakes and 156 trimmed.

The largest buyer was Adventist Health System Sunbelt Healthcare Corp, adding an estimated $271M. The largest seller was Colony Group, cutting an estimated $30.6M.

  • 372 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q2 2020, up from 369 in Q1 2020.
  • Funds reported $15.7B of iShares Core MSCI Total International Stock ETF stock for Q2 2020, up 19% quarter-over-quarter.
  • 42 funds opened new iShares Core MSCI Total International Stock ETF positions in Q2 2020 and 39 closed out, a net change of +3 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q2 2020 was Adventist Health System Sunbelt Healthcare Corp, an estimated $271M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q2 2020 was Colony Group, an estimated $30.6M sold.

Based on aggregated 13F filings for Q2 2020.