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iShares Core MSCI Total International Stock ETF

218 hedge funds and large institutions have $6.29B invested in iShares Core MSCI Total International Stock ETF in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 48 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 7

88% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 48

21% more funds holding

Funds holding: 180218 (+38)

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

10% more capital invested

Capital invested by funds: $5.7B → $6.29B (+$591M)

2.52% more ownership

Funds ownership: 76.64%79.16% (+2.5%)

Holders
218
Holders Change
+38
Holders Change %
+21.11%
% of All Funds
4.94%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.52%
New
45
Increased
90
Reduced
48
Closed
7
Calls
$284K
Puts
Net Calls
+$284K
Net Calls Change
-$118K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
176
Oakworth Capital
Alabama
$84K -$3.42K -55 -4%
GAM
177
Gemmer Asset Management
California
$77K -$6.09K -98 -7%
PA
178
Parallel Advisors
California
$77K
FM
179
Forward Management
California
$76K +$74.2K +1,193 +10,845%
ACM
180
AUA Capital Management
Pennsylvania
$73K
WTC
181
WhitTier Trust Company
Nevada
$63K
FCB
182
First Command Bank
Texas
$48K +$13.4K +215 +39%
FCFS
183
First Command Financial Services
Texas
$48K +$13.4K +215 +39%
MSA
184
Marino Stram & Associates
Massachusetts
$48K +$47.5K +765 New
VFA
185
Valeo Financial Advisors
Indiana
$43K
GI
186
Gradient Investments
Minnesota
$39K +$38.2K +615 New
WAP
187
Wealthcare Advisory Partners
Pennsylvania
$37K
QAM
188
QCI Asset Management
New York
$35K
TAIM
189
TD Ameritrade Investment Management
Nebraska
$34K +$6.84K +110 +26%
ADL
190
Asset Dedication LLC
California
$33K
PWM
191
Perigon Wealth Management
California
$33K
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$32K
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$29K +$6.09K +98 +28%
KPCM
194
Kings Point Capital Management
New York
$29K +$9.32K +150 +49%
SSB
195
Sandy Spring Bank
Maryland
$28K +$311 +5 +1%
CIR
196
Clear Investment Research
Georgia
$27K +$27K +434 New
CP
197
Corbenic Partners
Pennsylvania
$24K
FNB
198
Farmers National Bank
Kentucky
$24K +$23.3K +375 New
AIM
199
Advantage Investment Management
Iowa
$21K -$12.4K -200 -37%
FDCDDQ
200
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17K

IXUS Hedge Fund Activity: Q4 2017 in Review

218 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q4 2017, worth a combined $6.29B — up 10% from $5.7B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IXUS positions and 7 closed out — a net gain of 38 holders — while 90 added to existing stakes and 48 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $118M. The largest seller was Stadion Money Management, cutting an estimated $94.4M.

  • 218 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q4 2017, up from 180 in Q3 2017.
  • Funds reported $6.29B of iShares Core MSCI Total International Stock ETF stock for Q4 2017, up 10% quarter-over-quarter.
  • 45 funds opened new iShares Core MSCI Total International Stock ETF positions in Q4 2017 and 7 closed out, a net change of +38 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q4 2017 was Jane Street, an estimated $118M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q4 2017 was Stadion Money Management, an estimated $94.4M sold.

Based on aggregated 13F filings for Q4 2017.