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iShares Core MSCI Total International Stock ETF

266 hedge funds and large institutions have $8.22B invested in iShares Core MSCI Total International Stock ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 62

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $7.64B → $8.22B (+$586M)

2% more funds holding

Funds holding: 260266 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

0.29% less ownership

Funds ownership: 75.99%75.7% (-0.29%)

Holders
266
Holders Change
+6
Holders Change %
+2.31%
% of All Funds
6.08%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.62%
New
29
Increased
122
Reduced
62
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APSP
101
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.69M +$168K +2,795 +11%
Creative Planning
102
Creative Planning
Kansas
$1.68M -$240K -3,980 -13%
WPW
103
Winthrop Partners - WNY
New York
$1.67M +$81.7K +1,356 +5%
HB
104
Homrich & Berg
Georgia
$1.67M +$88K +1,461 +6%
DWT
105
Dorsey & Whitney Trust
South Dakota
$1.65M +$14.5K +240 +0.9%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$1.61M +$139K +2,308 +10%
AIM
107
Allen Investment Management
New York
$1.56M +$1.56M +25,940 New
BFM
108
Broadview Financial Management
Wisconsin
$1.48M +$723 +12 +0%
JMPWA
109
JP Morgan Private Wealth Advisors
California
$1.35M -$151K -2,510 -10%
ML
110
McAdam LLC
Pennsylvania
$1.31M +$499K +8,284 +61%
LI
111
LVZ Inc
Michigan
$1.29M -$325K -5,392 -19%
PJSIMP
112
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.27M +$934K +15,506 +281%
AI
113
Atria Investments
North Carolina
$1.23M +$54.8K +910 +5%
HTC
114
Haverford Trust Company
Pennsylvania
$1.21M +$1.21M +20,010 New
LA
115
Lynch & Associates
Indiana
$1.16M +$46.7K +775 +4%
MSAM
116
Moloney Securities Asset Management
Missouri
$1.13M -$540K -8,968 -32%
FC
117
Financial Consulate
Maryland
$1.08M +$272K +4,523 +34%
LIM
118
Leavell Investment Management
Alabama
$1.07M
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.02M -$13.7K -228 -1%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$977K +$279K +4,634 +40%
KeyBank National Association
121
KeyBank National Association
Ohio
$966K -$54.1K -898 -5%
EIA
122
Eldridge Investment Advisors
New Hampshire
$963K +$74.9K +1,244 +8%
SMM
123
Stadion Money Management
Georgia
$957K -$101K -1,679 -10%
TAM
124
Tocqueville Asset Management
New York
$947K +$301K +5,000 +47%
BAAM
125
Baker Avenue Asset Management
California
$940K -$157K -2,611 -14%

IXUS Hedge Fund Activity: Q3 2018 in Review

266 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q3 2018, worth a combined $8.22B — up 7.7% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IXUS positions and 23 closed out — a net gain of 6 holders — while 122 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $327M. The largest seller was Morgan Stanley, cutting an estimated $59.2M.

  • 266 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q3 2018, up from 260 in Q2 2018.
  • Funds reported $8.22B of iShares Core MSCI Total International Stock ETF stock for Q3 2018, up 7.7% quarter-over-quarter.
  • 29 funds opened new iShares Core MSCI Total International Stock ETF positions in Q3 2018 and 23 closed out, a net change of +6 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q3 2018 was BlackRock, an estimated $327M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q3 2018 was Morgan Stanley, an estimated $59.2M sold.

Based on aggregated 13F filings for Q3 2018.