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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
LCM
126
LVM Capital Management
Michigan
$2.66M +$2.58M +42,985 New
RT
127
Rockland Trust
Massachusetts
$2.61M +$173K +2,894 +7%
APSP
128
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.56M +$217K +3,628 +9%
SAM
129
Securian Asset Management
Minnesota
$2.48M
MIC
130
Means Investment Company
Maine
$2.41M -$172K -2,869 -7%
FFN
131
Focus Financial Network
Minnesota
$2.36M +$977K +16,312 +75%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$2.32M +$548K +9,153 +32%
CFGS
133
Concourse Financial Group Securities
Alabama
$2.32M +$962K +16,060 +75%
BEAM
134
Baker Ellis Asset Management
Washington
$2.28M +$132K +2,200 +6%
CGL
135
Clarius Group LLC
Washington
$2.27M +$1.38K +23 +0.1%
BWP
136
Bernardo Wealth Planning
Pennsylvania
$2.27M -$84K -1,402 -4%
IA
137
IFP Advisors
Florida
$2.18M +$274K +4,575 +15%
VC
138
Vicus Capital
Pennsylvania
$2.15M -$56.2K -938 -3%
DWT
139
Dorsey & Whitney Trust
South Dakota
$2.15M
RZH
140
Relyea Zuckerberg Hanson
Connecticut
$2.15M +$2.09M +34,818 New
EWM
141
Elmwood Wealth Management
California
$2.15M +$90.5K +1,510 +5%
CPSC
142
Carl P. Sherr & Co
Massachusetts
$2.1M +$2.04M +33,963 New
ML
143
McAdam LLC
Pennsylvania
$2.08M -$299K -4,988 -13%
GPA
144
Guidance Point Advisors
Massachusetts
$2.05M +$25.9K +432 +1%
NI
145
NYL Investors
New York
$2.05M
MI
146
Moneywise Inc
Virginia
$2.03M +$56K +934 +3%
SI
147
Stephens Inc
Arkansas
$2.01M +$36.9K +616 +2%
Creative Planning
148
Creative Planning
Kansas
$1.97M +$6.17K +103 +0.3%
FI
149
FormulaFolio Investments
Michigan
$1.96M +$1.49M +24,919 +367%
COPPSERS
150
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.86M -$3.3M -55,000 -65%

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.