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iShares Core MSCI Total International Stock ETF

342 hedge funds and large institutions have $11.2B invested in iShares Core MSCI Total International Stock ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 139 increasing their positions, 108 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

29% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 108

15% more capital invested

Capital invested by funds: $9.73B → $11.2B (+$1.44B)

3% more funds holding

Funds holding: 333342 (+9)

0.53% more ownership

Funds ownership: 81.18%81.71% (+0.53%)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

65% less call options, than puts

Call options by funds: $203K | Put options by funds: $581K

Holders
342
Holders Change
+9
Holders Change %
+2.7%
% of All Funds
7.4%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.71%
New
42
Increased
139
Reduced
108
Closed
24
Calls
$203K
Puts
$581K
Net Calls
-$378K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$2.5M +$2.12M +37,500 +682%
MI
102
Moneywise Inc
Virginia
$2.5M +$124K +2,200 +6%
WPW
103
Winthrop Partners - WNY
New York
$2.43M +$1.43M +25,287 +158%
MIAN
104
Mariner Independent Advisor Network
Kansas
$2.41M -$82.6K -1,461 -3%
MFP
105
Meridian Financial Partners
Virginia
$2.35M +$27.4K +484 +1%
WAM
106
Weatherly Asset Management
California
$2.33M +$356K +6,306 +19%
SAM
107
Securian Asset Management
Minnesota
$2.32M
WMA
108
Wealth Management Associates
New Jersey
$2.26M +$175K +3,103 +9%
TWA
109
Tillar-Wenstrup Advisors
Ohio
$2.22M -$1.01M -17,805 -32%
BWP
110
Bernardo Wealth Planning
Pennsylvania
$2.2M +$328K +5,804 +18%
BL
111
Balentine LLC
Georgia
$2.17M -$146K -2,592 -6%
PA
112
Parallel Advisors
California
$2.15M +$89.8K +1,589 +4%
VC
113
Vicus Capital
Pennsylvania
$2.15M +$24.9K +440 +1%
CFGS
114
Concourse Financial Group Securities
Alabama
$2.12M -$210K -3,718 -9%
APSP
115
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.1M +$137K +2,421 +7%
ML
116
McAdam LLC
Pennsylvania
$2.07M +$321K +5,686 +19%
William Blair & Company
117
William Blair & Company
Illinois
$2.04M +$1.85M +32,810 +1,393%
WLIM
118
White Lighthouse Investment Management
Massachusetts
$1.94M +$87.3K +1,545 +5%
NI
119
NYL Investors
New York
$1.94M -$203K -3,600 -10%
GPA
120
Guidance Point Advisors
Massachusetts
$1.88M +$1.1M +19,491 +152%
BEAM
121
Baker Ellis Asset Management
Washington
$1.84M +$109K +1,920 +6%
CWM
122
Cornerstone Wealth Management
Missouri
$1.8M +$96.3K +1,704 +18%
SHIM
123
Stone House Investment Management
Pennsylvania
$1.79M +$1.74M +30,803 New
FC
124
Financial Consulate
Maryland
$1.71M +$795K +14,074 +91%
Creative Planning
125
Creative Planning
Kansas
$1.68M -$200K -3,536 -11%

IXUS Hedge Fund Activity: Q1 2019 in Review

342 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q1 2019, worth a combined $11.2B — up 15% from $9.73B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IXUS positions and 24 closed out — a net gain of 18 holders — while 139 added to existing stakes and 108 trimmed.

The largest buyer was BlackRock, adding an estimated $481M. The largest seller was Commonwealth Equity Services, cutting an estimated $105M.

  • 342 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q1 2019, up from 333 in Q4 2018.
  • Funds reported $11.2B of iShares Core MSCI Total International Stock ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 42 funds opened new iShares Core MSCI Total International Stock ETF positions in Q1 2019 and 24 closed out, a net change of +18 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q1 2019 was BlackRock, an estimated $481M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q1 2019 was Commonwealth Equity Services, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2019.