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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
FCB
151
First Command Bank
Texas
$34K – – –
FCFS
152
First Command Financial Services
Texas
$34K – – –
QAM
153
QCI Asset Management
New York
$34K – – –
ADL
154
Asset Dedication LLC
California
$33K -$297 -5 -0.9%
AIM
155
Advantage Investment Management
Iowa
$33K +$3.57K +60 +13%
PWM
156
Perigon Wealth Management
California
$32K – – –
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$31K – – –
SSB
158
Sandy Spring Bank
Maryland
$27K +$26.7K +449 New
TAIM
159
TD Ameritrade Investment Management
Nebraska
$26K – – –
AA
160
Advisory Alpha
Michigan
$26K +$22.5K +378 +840%
CP
161
Corbenic Partners
Pennsylvania
$23K +$22.6K +380 New
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$21K – – –
NC
163
NewSquare Capital
Pennsylvania
$20K -$2.97K -50 -14%
KPCM
164
Kings Point Capital Management
New York
$19K +$18.1K +305 New
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.5K – – –
AWM
166
AllSquare Wealth Management
New York
$16K +$15.4K +259 New
WT
167
Whittier Trust
California
$12K +$11.9K +200 New
FPS
168
Fieldpoint Private Securities
Connecticut
$12K +$12.1K +203 New
IP
169
Isthmus Partners
Wisconsin
$7K – – –
Barclays
170
Barclays
United Kingdom
$7K +$1.78K +30 +36%
JCM
171
Jacobi Capital Management
Pennsylvania
$6K – – –
SBL
172
Sargent Bickham Lagudis
Colorado
$6K +$2.32K +39 +65%
WTB
173
Washington Trust Bank
Washington
$5K – – –
TRCT
174
Tower Research Capital (TRC)
New York
$5K +$4.52K +76 New
OIA
175
OneDigital Investment Advisors
Kansas
$4K – – –
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.