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iShares Core MSCI Total International Stock ETF

715 hedge funds and large institutions have $29.8B invested in iShares Core MSCI Total International Stock ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 287 increasing their positions, 215 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 45

33% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 215

11% more capital invested

Capital invested by funds: $26.8B → $29.8B (+$3.01B)

10% more funds holding

Funds holding: 652715 (+63)

0.65% more ownership

Funds ownership: 87.29%87.94% (+0.65%)

2% less funds holding in top 10

Funds holding in top 10: 6463 (-1)

24% less call options, than puts

Call options by funds: $429K | Put options by funds: $565K

Holders
715
Holders Change
+63
Holders Change %
+9.66%
% of All Funds
10.42%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
0.92%
New
121
Increased
287
Reduced
215
Closed
45
Calls
$429K
Puts
$565K
Net Calls
-$136K
Net Calls Change
-$592K
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
101
Park Avenue Securities
New York
$11.8M +$587K +9,596 +6%
MWM
102
Magnolia Wealth Management
Alabama
$11.7M +$202K +3,292 +2%
OBWG
103
Onyx Bridge Wealth Group
New York
$11.4M +$9.78M +159,725 +1,023%
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$11.3M +$75.6K +1,235 +0.7%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$11.1M +$2.13M +34,757 +25%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$11.1M +$335K +5,468 +3%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$10.8M +$1.58M +25,783 +18%
GA
108
Goldstein Advisors
Wisconsin
$10.4M +$599K +9,786 +6%
FD
109
Financial Designs
California
$10.3M +$9.67M +158,037 New
RWA
110
Rooted Wealth Advisors
Illinois
$10.2M +$933K +15,245 +11%
FAM
111
Forte Asset Management
New York
$10.2M -$989K -16,153 -9%
FNWM
112
Financial Network Wealth Management
Utah
$10.1M +$215K +3,515 +2%
FCAS
113
First Command Advisory Services
Texas
$9.89M +$308K +5,035 +3%
SIA
114
Spectrum Investment Advisors
Wisconsin
$9.83M +$9.27M +151,412 New
RFG
115
RFP Financial Group
Georgia
$9.77M -$316K -5,155 -3%
ACA
116
Aptus Capital Advisors
Alabama
$9.69M -$3.04M -49,636 -25%
GCA
117
Greenwood Capital Associates
South Carolina
$9.68M +$106K +1,730 +1%
TWM
118
Trinity Wealth Management
Pennsylvania
$9.47M +$359K +5,867 +4%
PAG
119
Private Advisor Group
New Jersey
$9.29M -$7.03M -114,902 -45%
UCFA
120
United Capital Financial Advisors
Texas
$9.23M -$4.18M -68,270 -32%
AWS
121
Atria Wealth Solutions
New York
$9.17M +$407K +6,649 +5%
PMIA
122
Patrick Mauro Investment Advisor
Illinois
$9.04M +$222K +3,631 +3%
FPCG
123
Forum Private Client Group
Indiana
$8.96M +$8.45M +138,016 New
AI
124
Atria Investments
North Carolina
$8.39M +$463K +7,556 +6%
LPAM
125
Lodestar Private Asset Management
California
$8.33M +$2.42M +39,496 +44%

IXUS Hedge Fund Activity: Q4 2023 in Review

715 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q4 2023, worth a combined $29.8B — up 11% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new IXUS positions and 45 closed out — a net gain of 76 holders — while 287 added to existing stakes and 215 trimmed.

The largest buyer was BlackRock, adding an estimated $461M. The largest seller was Flow Traders U.S., cutting an estimated $184M.

  • 715 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q4 2023, up from 652 in Q3 2023.
  • Funds reported $29.8B of iShares Core MSCI Total International Stock ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 121 funds opened new iShares Core MSCI Total International Stock ETF positions in Q4 2023 and 45 closed out, a net change of +76 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q4 2023 was BlackRock, an estimated $461M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q4 2023 was Flow Traders U.S., an estimated $184M sold.

Based on aggregated 13F filings for Q4 2023.