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iShares Core MSCI Total International Stock ETF

393 hedge funds and large institutions have $15.2B invested in iShares Core MSCI Total International Stock ETF in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 146 increasing their positions, 105 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 17

39% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 105

23% more funds holding in top 10

Funds holding in top 10: 3138 (+7)

17% more funds holding

Funds holding: 335393 (+58)

15% more capital invested

Capital invested by funds: $13.3B → $15.2B (+$1.97B)

1.43% more ownership

Funds ownership: 81.64%83.07% (+1.4%)

Holders
393
Holders Change
+58
Holders Change %
+17.31%
% of All Funds
7.74%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.75%
New
83
Increased
146
Reduced
105
Closed
17
Calls
$23K
Puts
Net Calls
+$23K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
Windsor Wealth Management
Indiana
$4.15M +$548K +9,150 +16%
CCA
102
Column Capital Advisors
Indiana
$4.11M +$3.98M +66,404 New
NGA
103
Naples Global Advisors
Florida
$4.04M +$6.35K +106 +0.2%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$4.01M +$205K +3,427 +6%
CCMG
105
Clark Capital Management Group
Pennsylvania
$3.98M -$430K -7,176 -10%
GFP
106
Gryphon Financial Partners
Ohio
$3.94M +$61.6K +1,028 +2%
SCA
107
Snowden Capital Advisors
New York
$3.78M -$111K -1,851 -3%
CIP
108
Capital Insight Partners
Arizona
$3.65M +$3.53M +58,904 New
FM
109
Family Management
New York
$3.63M -$7.25K -121 -0.2%
PWA
110
Physician Wealth Advisors
Utah
$3.48M -$360 -6 -0%
PFA
111
Pure Financial Advisors
California
$3.4M -$23.2K -387 -0.7%
EPP
112
ETF Portfolio Partners
Kansas
$3.33M -$36.9K -616 -1%
CA
113
Calton & Associates
Florida
$3.24M +$191K +3,192 +7%
JIP
114
Jaffetilchin Investment Partners
Florida
$3.19M +$72.1K +1,204 +2%
HSWM
115
Hubbell Strickland Wealth Management
Louisiana
$3.17M -$35.9K -599 -1%
KFGK
116
Keystone Financial Group (Kentucky)
Kentucky
$2.96M +$1.15M +19,231 +67%
VFP
117
Verus Financial Partners
Virginia
$2.9M +$2.8M +46,776 New
WLIM
118
White Lighthouse Investment Management
Massachusetts
$2.85M -$80.3K -1,340 -3%
LDFR
119
Lehman & Derafelo Financial Resources
Pennsylvania
$2.78M -$17.6K -294 -0.6%
MFP
120
Meridian Financial Partners
Virginia
$2.76M +$145K +2,416 +6%
WAM
121
Weatherly Asset Management
California
$2.75M +$179K +2,994 +7%
KPWG
122
KFA Private Wealth Group
Virginia
$2.74M +$2.66M +44,311 New
WMA
123
Wealth Management Associates
New Jersey
$2.74M +$111K +1,854 +4%
EIA
124
Eldridge Investment Advisors
New Hampshire
$2.74M -$843K -14,073 -24%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$2.66M

IXUS Hedge Fund Activity: Q4 2019 in Review

393 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q4 2019, worth a combined $15.2B — up 15% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IXUS positions and 17 closed out — a net gain of 66 holders — while 146 added to existing stakes and 105 trimmed.

The largest buyer was BlackRock, adding an estimated $542M. The largest seller was M&T Bank, exiting entirely with an estimated $57.1M sold.

  • 393 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q4 2019, up from 335 in Q3 2019.
  • Funds reported $15.2B of iShares Core MSCI Total International Stock ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 83 funds opened new iShares Core MSCI Total International Stock ETF positions in Q4 2019 and 17 closed out, a net change of +66 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q4 2019 was BlackRock, an estimated $542M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q4 2019 was M&T Bank, an estimated $57.1M sold.

Based on aggregated 13F filings for Q4 2019.