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iShares Core MSCI Total International Stock ETF

141 hedge funds and large institutions have $3.67B invested in iShares Core MSCI Total International Stock ETF in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 8

300% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 18

30% more capital invested

Capital invested by funds: $2.83B → $3.67B (+$842M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

18% more funds holding

Funds holding: 120141 (+21)

15.49% more ownership

Funds ownership: 78.48%93.97% (+15%)

Holders
141
Holders Change
+21
Holders Change %
+17.5%
% of All Funds
3.51%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.32%
New
33
Increased
72
Reduced
18
Closed
8
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
JSA
101
Jacobson & Schmitt Advisors
Wisconsin
$248K +$241K +4,523 New
DAS
102
Dynamic Advisor Solutions
Arizona
$243K +$236K +4,435 New
PFS
103
Prospera Financial Services
Texas
$229K +$223K +4,187 New
B
104
Bailard
California
$219K
AA
105
Alesco Advisors
New York
$204K +$199K +3,735 New
RJA
106
Raymond James & Associates
Florida
$200K +$195K +3,659 New
WAM
107
Wealthspire Advisors (Maryland)
Maryland
$143K +$40.1K +753 +41%
WIM
108
Westside Investment Management
California
$141K +$138K +2,589 New
SPIA
109
Steward Partners Investment Advisory
New York
$140K +$137K +2,571 New
CFA
110
CT Financial Advisors
Pennsylvania
$134K
GWM
111
Geneos Wealth Management
Colorado
$133K +$77.9K +1,462 +149%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$127K +$30.7K +576 +33%
ACM
113
Armbruster Capital Management
New York
$125K
SQA
114
Simon Quick Advisors
New Jersey
$111K +$108K +2,032 New
JP Morgan Chase
115
JP Morgan Chase
New York
$104K +$693 +13 +0.7%
Citigroup
116
Citigroup
New York
$89K
MA
117
MCF Advisors
Kentucky
$88K +$3.89K +73 +5%
OC
118
Oakworth Capital
Alabama
$76K +$71.2K +1,336 +2,429%
NFG
119
Next Financial Group
Texas
$75K +$31.7K +595 +79%
PA
120
Parallel Advisors
California
$68K
ADL
121
Asset Dedication LLC
California
$64K +$56.3K +1,056 +866%
ACM
122
AUA Capital Management
Pennsylvania
$64K +$61.9K +1,161 New
GAM
123
Gemmer Asset Management
California
$55K -$30.7K -577 -36%
WTC
124
WhitTier Trust Company
Nevada
$55K
WA
125
WFG Advisors
Texas
$47K

IXUS Hedge Fund Activity: Q1 2017 in Review

141 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q1 2017, worth a combined $3.67B — up 30% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IXUS positions and 8 closed out — a net gain of 25 holders — while 72 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $2.46B. The largest seller was Stadion Money Management, cutting an estimated $75.7M.

  • 141 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q1 2017, up from 120 in Q4 2016.
  • Funds reported $3.67B of iShares Core MSCI Total International Stock ETF stock for Q1 2017, up 30% quarter-over-quarter.
  • 33 funds opened new iShares Core MSCI Total International Stock ETF positions in Q1 2017 and 8 closed out, a net change of +25 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q1 2017 was BlackRock, an estimated $2.46B added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q1 2017 was Stadion Money Management, an estimated $75.7M sold.

Based on aggregated 13F filings for Q1 2017.