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iShares Core MSCI Total International Stock ETF

389 hedge funds and large institutions have $17.9B invested in iShares Core MSCI Total International Stock ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 143 increasing their positions, 134 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

14% more capital invested

Capital invested by funds: $15.7B → $17.9B (+$2.25B)

5% more funds holding

Funds holding: 372389 (+17)

2.08% more ownership

Funds ownership: 83.02%85.1% (+2.1%)

7% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 134

0% more funds holding in top 10

Funds holding in top 10: 4747 (0)

Holders
389
Holders Change
+17
Holders Change %
+4.57%
% of All Funds
7.85%
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.95%
New
41
Increased
143
Reduced
134
Closed
20
Calls
$157M
Puts
Net Calls
+$157M
Net Calls Change
+$5.98M
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
76
Stone House Investment Management
Pennsylvania
$9.54M +$9.53M +163,526 New
BFWA
77
Benchmark Financial Wealth Advisors
Florida
$9.26M +$776K +13,318 +9%
WWM
78
Windsor Wealth Management
Indiana
$8.09M +$74.8K +1,284 +0.9%
WLIM
79
White Lighthouse Investment Management
Massachusetts
$7.8M +$370K +6,355 +5%
MWP
80
Meridian Wealth Partners
Pennsylvania
$7.53M -$124K -2,123 -2%
AF
81
Advisornet Financial
Minnesota
$7.38M +$62.6K +1,074 +0.9%
CTA
82
Chesley Taft & Associates
Illinois
$7.25M +$332K +5,695 +5%
CCMG
83
Clark Capital Management Group
Pennsylvania
$7.06M +$7.05M +121,072 New
HSBC Holdings
84
HSBC Holdings
United Kingdom
$6.61M +$1.29M +22,210 +24%
Stifel Financial
85
Stifel Financial
Missouri
$6.37M +$66.5K +1,142 +1%
CA
86
Cetera Advisors
Colorado
$6.3M -$240K -4,125 -4%
WANY
87
Wealthspire Advisors (New York)
New York
$6.25M -$32.9K -564 -0.5%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$6.22M
SLT
89
St Louis Trust
Missouri
$5.81M
DWA
90
Divergent Wealth Advisors
Utah
$5.67M -$22.7M -388,783 -80%
SL
91
Systelligence LLC
Minnesota
$5.63M +$5.62M +96,416 New
HB
92
Homrich & Berg
Georgia
$5.57M -$212K -3,647 -4%
XF
93
XML Financial
Maryland
$5.49M -$189K -3,240 -3%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$5.45M -$527K -9,039 -9%
FWM
95
FSA Wealth Management
Massachusetts
$5.16M -$16.7K -287 -0.3%
BIP
96
Blueprint Investment Partners
North Carolina
$5.14M -$497K -8,523 -10%
JFGIW
97
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.06M +$26.5K +455 +0.5%
FA
98
FC Advisory
Pennsylvania
$4.95M -$107K -1,838 -2%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$4.92M +$15.1K +260 +0.3%
TIM
100
Tortoise Investment Management
New York
$4.85M -$454K -7,785 -9%

IXUS Hedge Fund Activity: Q3 2020 in Review

389 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q3 2020, worth a combined $17.9B — up 14% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IXUS positions and 20 closed out — a net gain of 21 holders — while 143 added to existing stakes and 134 trimmed.

The largest buyer was Acorns Advisers, opening a new position worth an estimated $682M. The largest seller was Verus Financial Partners, exiting entirely with an estimated $38.5M sold.

  • 389 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q3 2020, up from 372 in Q2 2020.
  • Funds reported $17.9B of iShares Core MSCI Total International Stock ETF stock for Q3 2020, up 14% quarter-over-quarter.
  • 41 funds opened new iShares Core MSCI Total International Stock ETF positions in Q3 2020 and 20 closed out, a net change of +21 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q3 2020 was Acorns Advisers, an estimated $682M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q3 2020 was Verus Financial Partners, an estimated $38.5M sold.

Based on aggregated 13F filings for Q3 2020.