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iShares Core MSCI Total International Stock ETF
IXUS

180 hedge funds and large institutions have $5.7B invested in iShares Core MSCI Total International Stock ETF in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

187% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 30

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

17% more capital invested

Capital invested by funds: $4.87B → $5.7B (+$829M)

10% more funds holding

Funds holding: 163 → 180 (+17)

0.58% less ownership

Funds ownership: 77.22% → 76.64% (-0.58%)

Holders
180
Holders Change
+17
Holders Change %
+10.43%
% of All Funds
4.49%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.47%
New
27
Increased
86
Reduced
30
Closed
9
Calls
$402K
Puts
–
Net Calls
+$402K
Net Calls Change
+$402K

Top Buyers

1
BlackRock
BlackRock
New York
+$350M
2
SMM
Stadion Money Management
Georgia
+$35.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$20.3M
4
Morgan Stanley
Morgan Stanley
New York
+$19.3M
5
CC
Cadinha & Co
Hawaii
+$14.8M

Top Sellers

1
AP
Agilis Partners
Massachusetts
-$24.4M
2
M&T Bank
M&T Bank
New York
-$22.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$13.7M
4
CCM
Coldstream Capital Management
Washington
-$3.21M
5
EFS
Essex Financial Services
Connecticut
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
126
Creative Financial Designs
Indiana
$265K +$258K +4,343 New
WIM
127
Westside Investment Management
California
$264K +$91.2K +1,534 +55%
CA
128
Clearstead Advisors
Ohio
$249K +$30.2K +508 +14%
B
129
Bailard
California
$244K – – –
Goldman Sachs
130
Goldman Sachs
New York
$216K -$1.38M -23,140 -87%
CPSAC
131
Chas P. Smith & Associates (CPS)
Florida
$207K +$202K +3,400 New
MLIC
132
Mandatum Life Insurance Company
Finland
$200K +$195K +3,276 New
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$197K – – –
ACM
134
Armbruster Capital Management
New York
$139K – – –
WAM
135
Wealthspire Advisors (Maryland)
Maryland
$126K +$19K +319 +18%
M
136
MOTCO
Texas
$105K +$102K +1,720 New
Citigroup
137
Citigroup
New York
$100K – – –
MA
138
MCF Advisors
Kentucky
$98K – – –
WCM
139
Wealthcare Capital Management
Virginia
$94K – – –
BFEC
140
Benjamin F. Edwards & Company
Missouri
$87K +$84.9K +1,428 New
NFG
141
Next Financial Group
Texas
$84K – – –
OC
142
Oakworth Capital
Alabama
$83K – – –
GAM
143
Gemmer Asset Management
California
$81K +$18.1K +304 +30%
PA
144
Parallel Advisors
California
$75K – – –
ACM
145
AUA Capital Management
Pennsylvania
$71K – – –
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$65K +$56.3K +946 +868%
WTC
147
WhitTier Trust Company
Nevada
$61K – – –
GEA
148
Glen Eagle Advisors
New Jersey
$56.1K -$51.2K -860 -48%
VFA
149
Valeo Financial Advisors
Indiana
$41K +$40.2K +675 New
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$35K – – –
4 5
6
7 8

IXUS Hedge Fund Activity: Q3 2017 in Review

180 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q3 2017, worth a combined $5.7B — up 17% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IXUS positions and 9 closed out — a net gain of 18 holders — while 86 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock, adding an estimated $350M. The largest seller was Agilis Partners, cutting an estimated $24.4M.

  • 180 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q3 2017, up from 163 in Q2 2017.
  • Funds reported $5.7B of iShares Core MSCI Total International Stock ETF stock for Q3 2017, up 17% quarter-over-quarter.
  • 27 funds opened new iShares Core MSCI Total International Stock ETF positions in Q3 2017 and 9 closed out, a net change of +18 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q3 2017 was BlackRock, an estimated $350M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q3 2017 was Agilis Partners, an estimated $24.4M sold.

Based on aggregated 13F filings for Q3 2017.