We are live on ! Find out more
IXUS icon

iShares Core MSCI Total International Stock ETF

24 hedge funds and large institutions have $270M invested in iShares Core MSCI Total International Stock ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

393% more capital invested

Capital invested by funds: $54.7M → $270M (+$215M)

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

41% more funds holding

Funds holding: 1724 (+7)

25.13% more ownership

Funds ownership: 38.19%63.32% (+25%)

Holders
24
Holders Change
+7
Holders Change %
+41.18%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
8
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIT
1
BlackRock Institutional Trust
California
$156M +$153M +2,708,335 New
BFA
2
BlackRock Fund Advisors
California
$83M +$36.6M +649,064 +82%
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$11M +$10.7M +190,494 New
Bank of America
4
Bank of America
North Carolina
$7.04M +$6.65M +117,956 +2,783%
Morgan Stanley
5
Morgan Stanley
New York
$2.99M +$616K +10,926 +27%
U
6
UBS
Switzerland
$1.8M +$871K +15,445 +97%
PFM
7
Phillips Financial Management
Indiana
$1.75M +$1.75M +31,014 New
LPL Financial
8
LPL Financial
California
$1.7M +$629K +11,153 +61%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.61M -$447K -7,922 -22%
CS
10
Credit Suisse
Switzerland
$729K -$507 -9 -0.1%
AI
11
Atria Investments
North Carolina
$725K +$709K +12,572 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$448K
AIG
13
American International Group
New York
$305K +$149K +2,641 +99%
PJSIMP
14
P.J. Schmidt Investment Management (PJS)
Wisconsin
$227K +$222K +3,932 New
Chevy Chase Trust
15
Chevy Chase Trust
Maryland
$209K +$204K +3,625 New
TCM
16
TD Capital Management
Tennessee
$154K +$51K +905 +51%
NC
17
NewSquare Capital
Pennsylvania
$59K +$57.8K +1,025 New
WTC
18
WhitTier Trust Company
Nevada
$58K
ASN
19
Advisory Services Network
Georgia
$45K +$43.7K +775 New
Ameriprise
20
Ameriprise
Minnesota
$33K +$7.1K +126 +28%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$23K -$2.09K -37 -8%
FHA
22
First Horizon Advisors
Tennessee
$23K -$56 -1 -0.2%
WRM
23
Westport Resources Management
Connecticut
$4K
MFS
24
MSI Financial Services
Massachusetts
$2K
Jane Street
25
Jane Street
New York
-$3.28M -59,553 Closed

IXUS Hedge Fund Activity: Q4 2013 in Review

24 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q4 2013, worth a combined $270M — up 393% from $54.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IXUS positions and 1 closed out — a net gain of 7 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was BlackRock Institutional Trust, opening a new position worth an estimated $153M. The largest seller was Jane Street, exiting entirely with an estimated $3.28M sold.

  • 24 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q4 2013, up from 17 in Q3 2013.
  • Funds reported $270M of iShares Core MSCI Total International Stock ETF stock for Q4 2013, up 393% quarter-over-quarter.
  • 8 funds opened new iShares Core MSCI Total International Stock ETF positions in Q4 2013 and 1 closed out, a net change of +7 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q4 2013 was BlackRock Institutional Trust, an estimated $153M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q4 2013 was Jane Street, an estimated $3.28M sold.

Based on aggregated 13F filings for Q4 2013.