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iShares Core MSCI Total International Stock ETF

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: 911 (+2)

15% more funds holding

Funds holding: 104120 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LWMT
101
Legacy Wealth Management (Tennessee)
Tennessee
$48.7K +$49K +965 New
WA
102
WFG Advisors
Texas
$43K -$3.45K -68 -7%
NFG
103
Next Financial Group
Texas
$38K
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$29K +$29.6K +582 New
CFD
105
Creative Financial Designs
Indiana
$26K +$26.1K +514 New
NC
106
NewSquare Capital
Pennsylvania
$23K
SFS
107
Sowell Financial Services
Arkansas
$21K +$20.2K +398 New
BIM
108
BlackRock Investment Management
Delaware
$14K
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$12.7K +250 New
PMFA
110
Plante Moran Financial Advisors
Michigan
$11K
ADL
111
Asset Dedication LLC
California
$6K
IP
112
Isthmus Partners
Wisconsin
$6K +$5.84K +115 New
JCM
113
Jacobi Capital Management
Pennsylvania
$5K
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K
OC
115
Oakworth Capital
Alabama
$3K
WA
116
WealthTrust-Arizona
Arizona
$3K
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$3K +$3K +59 New
GI
118
Gradient Investments
Minnesota
$1K
LWA
119
Lowe Wealth Advisors
Maryland
$1K
TTWM
120
TCV Trust & Wealth Management
Virginia
-$3.59M -68,777 Closed
OMC
121
Old Mission Capital
Illinois
-$3.01M -57,659 Closed
ACM
122
Argentus Capital Management
Texas
-$160K -3,060 Closed
CG
123
Cutler Group
California
-$52K -1,000 Closed
TRCT
124
Tower Research Capital (TRC)
New York
-$25K -476 Closed
Mariner
125
Mariner
Kansas
-$14K -278 Closed

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.