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iShares Core MSCI Total International Stock ETF

180 hedge funds and large institutions have $5.7B invested in iShares Core MSCI Total International Stock ETF in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

187% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 30

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

17% more capital invested

Capital invested by funds: $4.87B → $5.7B (+$829M)

10% more funds holding

Funds holding: 163180 (+17)

0.58% less ownership

Funds ownership: 77.22%76.64% (-0.58%)

Holders
180
Holders Change
+17
Holders Change %
+10.43%
% of All Funds
4.49%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.47%
New
27
Increased
86
Reduced
30
Closed
9
Calls
$402K
Puts
Net Calls
+$402K
Net Calls Change
+$402K
Name Holding Trade Value Shares
Change
Change in
Stake
FC
101
Financial Consulate
Maryland
$559K -$166K -2,785 -23%
PFA
102
Pure Financial Advisors
California
$559K -$2.14K -36 -0.4%
SQA
103
Simon Quick Advisors
New Jersey
$547K +$107K +1,793 +25%
GT
104
Glenview Trust
Kentucky
$529K
DAS
105
Dynamic Advisor Solutions
Arizona
$499K +$34.5K +580 +8%
MHS
106
M Holdings Securities
Oregon
$496K -$168K -2,825 -26%
SWM
107
SVA Wealth Management
Wisconsin
$477K +$5.17K +87 +1%
SFS
108
Sowell Financial Services
Arkansas
$464K -$15.8K -265 -3%
GWM
109
Geneos Wealth Management
Colorado
$455K -$543K -9,137 -55%
JP Morgan Chase
110
JP Morgan Chase
New York
$445K -$42.2K -710 -9%
WA
111
WBH Advisory
Maryland
$401K +$37.8K +635 +11%
CFA
112
Carroll Financial Associates
North Carolina
$398K +$387K +6,498 New
Fidelity Investments
113
Fidelity Investments
Massachusetts
$382K +$87.4K +1,469 +31%
IH
114
IFC Holdings
Florida
$376K +$366K +6,161 New
JSA
115
Jacobson & Schmitt Advisors
Wisconsin
$373K +$29.1K +490 +9%
RWM
116
RKL Wealth Management
Pennsylvania
$371K +$42.2K +710 +13%
CCA
117
Clearwater Capital Advisors
Illinois
$362K +$352K +5,920 New
PCM
118
Parsons Capital Management
Rhode Island
$343K +$98.6K +1,657 +42%
IP
119
Investment Partners
Ohio
$311K -$5.12K -86 -2%
LNC
120
Lincoln National Corp
Pennsylvania
$308K +$300K +5,050 New
NPF
121
Norris Perne & French
Michigan
$307K -$48.6K -817 -14%
HPC
122
HM Payson & Co
Maine
$306K
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$301K +$188K +3,161 +178%
TYCC
124
Texas Yale Capital Corp
Florida
$277K
CNBT
125
Canandaigua National Bank & Trust
New York
$274K +$267K +4,486 New

IXUS Hedge Fund Activity: Q3 2017 in Review

180 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q3 2017, worth a combined $5.7B — up 17% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IXUS positions and 9 closed out — a net gain of 18 holders — while 86 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock, adding an estimated $350M. The largest seller was Agilis Partners, cutting an estimated $24.4M.

  • 180 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q3 2017, up from 163 in Q2 2017.
  • Funds reported $5.7B of iShares Core MSCI Total International Stock ETF stock for Q3 2017, up 17% quarter-over-quarter.
  • 27 funds opened new iShares Core MSCI Total International Stock ETF positions in Q3 2017 and 9 closed out, a net change of +18 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q3 2017 was BlackRock, an estimated $350M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q3 2017 was Agilis Partners, an estimated $24.4M sold.

Based on aggregated 13F filings for Q3 2017.