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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
NFG
201
Next Financial Group
Texas
$891K +$826K +16,067 +5,821%
KeyBank National Association
202
KeyBank National Association
Ohio
$872K -$41.2K -801 -5%
HI
203
Human Investing
Oregon
$868K +$43.8K +852 +6%
RCAG
204
Rehmann Capital Advisory Group
Michigan
$865K -$204K -3,958 -20%
AP
205
Arlington Partners
Alabama
$841K
SEI Investments
206
SEI Investments
Pennsylvania
$834K -$130K -2,533 -14%
SFS
207
Sowell Financial Services
Arkansas
$829K -$105K -2,046 -12%
SPP
208
Single Point Partners
Massachusetts
$824K +$94K +1,828 +14%
B
209
Bailard
California
$808K +$331K +6,435 +77%
BWA
210
Burt Wealth Advisors
Maryland
$786K -$678K -13,179 -48%
MCA
211
Magnolia Capital Advisors
Mississippi
$764K +$49K +952 +7%
DTC
212
Davidson Trust Company
Washington
$752K +$70.4K +1,368 +11%
KA
213
Klingman & Associates
New York
$732K
GIA
214
Gladstone Institutional Advisory
Florida
$729K -$91.1K -1,772 -12%
SWP
215
Stratos Wealth Partners
Ohio
$704K -$142K -2,753 -18%
William Blair & Company
216
William Blair & Company
Illinois
$681K +$17.5K +341 +3%
SFG
217
Sage Financial Group
Pennsylvania
$654K
DWA
218
Dougherty Wealth Advisers
Minnesota
$654K +$62.3K +1,211 +11%
IP
219
Isthmus Partners
Wisconsin
$640K +$220K +4,284 +57%
MCM
220
Mitchell Capital Management
Kansas
$629K -$30.9K -601 -5%
JFG
221
JMG Financial Group
Illinois
$621K
PA
222
Pinnacle Associates
New York
$609K
JMPWA
223
JP Morgan Private Wealth Advisors
California
$601K +$133K +2,595 +31%
SSWM
224
Sheets Smith Wealth Management
North Carolina
$595K -$10.8K -210 -2%
PWMAG
225
Pinnacle Wealth Management Advisory Group
New Jersey
$583K

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.