We are live on ! Find out more
IXUS icon

iShares Core MSCI Total International Stock ETF

372 hedge funds and large institutions have $15.7B invested in iShares Core MSCI Total International Stock ETF in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 156 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $13.2B → $15.7B (+$2.48B)

15% more funds holding in top 10

Funds holding in top 10: 4147 (+6)

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

1% more funds holding

Funds holding: 369372 (+3)

3.39% less ownership

Funds ownership: 86.41%83.02% (-3.4%)

15% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 156

Holders
372
Holders Change
+3
Holders Change %
+0.81%
% of All Funds
7.63%
Holding in Top 10
47
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.63%
% of All Funds
0.96%
New
42
Increased
133
Reduced
156
Closed
39
Calls
$151M
Puts
Net Calls
+$151M
Net Calls Change
+$74.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
126
LVM Capital Management
Michigan
$2.59M
HSWM
127
Hubbell Strickland Wealth Management
Louisiana
$2.54M +$24.7K +481 +1%
LRIA
128
Leonard Rickey Investment Advisors
Washington
$2.54M -$26.8K -521 -1%
FM
129
Family Management
New York
$2.4M -$243K -4,720 -10%
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$2.34M
OMC
131
Old Mission Capital
Illinois
$2.3M +$2.17M +42,201 New
SPIA
132
Steward Partners Investment Advisory
New York
$2.26M +$1.82M +35,337 +583%
CA
133
Calton & Associates
Florida
$2.24M -$45.3K -880 -2%
SAM
134
Securian Asset Management
Minnesota
$2.18M
BOPW
135
Brandywine Oak Private Wealth
Pennsylvania
$2.17M +$590K +11,469 +40%
CPSC
136
Carl P. Sherr & Co
Massachusetts
$2.15M +$60.8K +1,183 +3%
IAIM
137
International Assets Investment Management
Florida
$2.14M -$401K -7,804 -15%
VC
138
Vicus Capital
Pennsylvania
$2.1M -$196K -3,807 -9%
ADL
139
Asset Dedication LLC
California
$2.08M +$57.4K +1,116 +3%
FANJ
140
Financial Architects (New Jersey)
New Jersey
$2.05M +$710K +13,809 +58%
NEGWA
141
New England Guild Wealth Advisors
Connecticut
$2.03M +$38.5K +748 +2%
LDFR
142
Lehman & Derafelo Financial Resources
Pennsylvania
$1.98M -$373K -7,260 -17%
MWM
143
Marietta Wealth Management
Georgia
$1.96M -$2.27M -44,120 -55%
RT
144
Rockland Trust
Massachusetts
$1.94M +$111K +2,149 +6%
FAIM
145
Financial Advocates Investment Management
Washington
$1.93M +$1.38M +26,890 +496%
EWM
146
Elmwood Wealth Management
California
$1.91M +$914K +17,762 +103%
IA
147
IFP Advisors
Florida
$1.9M -$60.4K -1,174 -3%
A
148
AdvicePeriod
California
$1.86M -$106K -2,066 -6%
RHBC
149
R.H. Bluestein & Co
Michigan
$1.84M +$198K +3,847 +13%
SI
150
Stephens Inc
Arkansas
$1.82M -$158K -3,078 -8%

IXUS Hedge Fund Activity: Q2 2020 in Review

372 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q2 2020, worth a combined $15.7B — up 19% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IXUS positions and 39 closed out — a net gain of 3 holders — while 133 added to existing stakes and 156 trimmed.

The largest buyer was Adventist Health System Sunbelt Healthcare Corp, adding an estimated $271M. The largest seller was Colony Group, cutting an estimated $30.6M.

  • 372 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q2 2020, up from 369 in Q1 2020.
  • Funds reported $15.7B of iShares Core MSCI Total International Stock ETF stock for Q2 2020, up 19% quarter-over-quarter.
  • 42 funds opened new iShares Core MSCI Total International Stock ETF positions in Q2 2020 and 39 closed out, a net change of +3 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q2 2020 was Adventist Health System Sunbelt Healthcare Corp, an estimated $271M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q2 2020 was Colony Group, an estimated $30.6M sold.

Based on aggregated 13F filings for Q2 2020.