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iShares Core MSCI Total International Stock ETF

369 hedge funds and large institutions have $13.2B invested in iShares Core MSCI Total International Stock ETF in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 141 increasing their positions, 127 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 127

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

3.34% more ownership

Funds ownership: 83.07%86.41% (+3.3%)

6% less funds holding

Funds holding: 393369 (-24)

13% less capital invested

Capital invested by funds: $15.2B → $13.2B (-$2.05B)

27% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 62

Holders
369
Holders Change
-24
Holders Change %
-6.11%
% of All Funds
8.13%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.9%
New
45
Increased
141
Reduced
127
Closed
62
Calls
$77M
Puts
Net Calls
+$77M
Net Calls Change
+$76.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
126
International Assets Investment Management
Florida
$2.29M +$2.96M +52,439 New
FM
127
Family Management
New York
$2.29M -$560K -9,909 -17%
LCM
128
LVM Capital Management
Michigan
$2.23M +$254K +4,490 +10%
LRIA
129
Leonard Rickey Investment Advisors
Washington
$2.21M +$1.02M +18,078 +62%
HSWM
130
Hubbell Strickland Wealth Management
Louisiana
$2.17M -$287K -5,078 -10%
WMA
131
Wealth Management Associates
New Jersey
$2.11M +$33.4K +591 +1%
LDFR
132
Lehman & Derafelo Financial Resources
Pennsylvania
$2.05M -$81.7K -1,446 -3%
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$2.02M
VC
134
Vicus Capital
Pennsylvania
$1.99M +$423K +7,493 +22%
CA
135
Calton & Associates
Florida
$1.97M -$586K -10,370 -20%
KPWG
136
KFA Private Wealth Group
Virginia
$1.93M -$188K -3,328 -8%
SAM
137
Securian Asset Management
Minnesota
$1.88M
EIA
138
Eldridge Investment Advisors
New Hampshire
$1.84M -$293K -5,180 -12%
USAA
139
United Services Automobile Association
Texas
$1.81M -$7.87M -139,225 -81%
CPSC
140
Carl P. Sherr & Co
Massachusetts
$1.79M +$238K +4,214 +12%
ADL
141
Asset Dedication LLC
California
$1.74M +$1.98M +35,080 +1,874%
NEGWA
142
New England Guild Wealth Advisors
Connecticut
$1.72M +$1.11M +19,629 +116%
SI
143
Stephens Inc
Arkansas
$1.72M +$225K +3,980 +12%
IA
144
IFP Advisors
Florida
$1.71M +$32.9K +582 +2%
A
145
AdvicePeriod
California
$1.7M +$2.05M +36,229 New
DWT
146
Dorsey & Whitney Trust
South Dakota
$1.67M +$36.4K +645 +2%
MIC
147
Means Investment Company
Maine
$1.65M -$253K -4,478 -12%
RT
148
Rockland Trust
Massachusetts
$1.57M -$501K -8,866 -21%
ML
149
McAdam LLC
Pennsylvania
$1.56M -$15.9K -281 -0.8%
GPA
150
Guidance Point Advisors
Massachusetts
$1.55M -$5.03K -89 -0.3%

IXUS Hedge Fund Activity: Q1 2020 in Review

369 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q1 2020, worth a combined $13.2B — down 13% from $15.2B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of IXUS and 45 opened new positions — a net loss of 17 holders — while 127 trimmed existing stakes and 141 added.

The largest buyer was BlackRock, adding an estimated $1.31B. The largest seller was Adventist Health System Sunbelt Healthcare Corp, cutting an estimated $324M.

  • 369 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q1 2020, down from 393 in Q4 2019.
  • Funds reported $13.2B of iShares Core MSCI Total International Stock ETF stock for Q1 2020, down 13% quarter-over-quarter.
  • 45 funds opened new iShares Core MSCI Total International Stock ETF positions in Q1 2020 and 62 closed out, a net change of -17 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q1 2020 was BlackRock, an estimated $1.31B added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q1 2020 was Adventist Health System Sunbelt Healthcare Corp, an estimated $324M sold.

Based on aggregated 13F filings for Q1 2020.