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iShares Core MSCI Total International Stock ETF

333 hedge funds and large institutions have $9.73B invested in iShares Core MSCI Total International Stock ETF in 2018 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 122 increasing their positions, 72 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 32

69% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 72

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

25% more funds holding

Funds holding: 266333 (+67)

18% more capital invested

Capital invested by funds: $8.22B → $9.73B (+$1.51B)

5.48% more ownership

Funds ownership: 75.7%81.18% (+5.5%)

66% less call options, than puts

Call options by funds: $200K | Put options by funds: $588K

Holders
333
Holders Change
+67
Holders Change %
+25.19%
% of All Funds
7.42%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.76%
New
100
Increased
122
Reduced
72
Closed
32
Calls
$200K
Puts
$588K
Net Calls
-$388K
Net Calls Change
-$388K
Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
101
Lehman & Derafelo Financial Resources
Pennsylvania
$2.41M +$2.54M +45,814 New
CHA
102
Cedar Hill Associates
Illinois
$2.39M -$609K -10,969 -19%
SQA
103
Simon Quick Advisors
New Jersey
$2.19M +$1.53M +27,530 +195%
FCAG
104
First Capital Advisors Group
New Jersey
$2.14M +$2.26M +40,781 New
CFGS
105
Concourse Financial Group Securities
Alabama
$2.11M +$1.63M +29,305 +269%
IA
106
IFP Advisors
Florida
$2.1M -$1.02M -18,459 -32%
SAM
107
Securian Asset Management
Minnesota
$2.1M
BL
108
Balentine LLC
Georgia
$2.1M +$2.22M +40,000 New
MFP
109
Meridian Financial Partners
Virginia
$2.04M +$2.15M +38,781 New
MI
110
Moneywise Inc
Virginia
$1.96M -$39.6K -714 -2%
NI
111
NYL Investors
New York
$1.94M +$2.05M +37,000 New
VC
112
Vicus Capital
Pennsylvania
$1.92M +$2.03M +36,510 New
WMA
113
Wealth Management Associates
New Jersey
$1.88M +$1.99M +35,799 New
PA
114
Parallel Advisors
California
$1.86M +$122K +2,207 +7%
WAM
115
Weatherly Asset Management
California
$1.78M -$393K -7,080 -17%
APSP
116
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.77M +$241K +4,346 +15%
Creative Planning
117
Creative Planning
Kansas
$1.71M +$262K +4,715 +17%
AFNAS
118
American Financial Network Advisory Services
California
$1.71M -$133K -2,394 -7%
BWP
119
Bernardo Wealth Planning
Pennsylvania
$1.68M +$1.78M +32,063 New
WLIM
120
White Lighthouse Investment Management
Massachusetts
$1.68M +$1.57M +28,300 +783%
GPA
121
Guidance Point Advisors
Massachusetts
$1.66M +$711K +12,814 New
SIM
122
Sigma Investment Management
Oregon
$1.64M +$1.73M +31,236 New
First Trust Advisors
123
First Trust Advisors
Illinois
$1.61M +$1.7M +30,717 New
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$1.61M -$11K -198 -0.6%
TPWA
125
TRUE Private Wealth Advisors
Oregon
$1.59M -$35.3M -636,141 -95%

IXUS Hedge Fund Activity: Q4 2018 in Review

333 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q4 2018, worth a combined $9.73B — up 18% from $8.22B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IXUS positions and 32 closed out — a net gain of 68 holders — while 122 added to existing stakes and 72 trimmed.

The largest buyer was BlackRock, adding an estimated $2.11B. The largest seller was Cornerstone Wealth Management, cutting an estimated $46.9M.

  • 333 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q4 2018, up from 266 in Q3 2018.
  • Funds reported $9.73B of iShares Core MSCI Total International Stock ETF stock for Q4 2018, up 18% quarter-over-quarter.
  • 100 funds opened new iShares Core MSCI Total International Stock ETF positions in Q4 2018 and 32 closed out, a net change of +68 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q4 2018 was BlackRock, an estimated $2.11B added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $46.9M sold.

Based on aggregated 13F filings for Q4 2018.