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iShares Core MSCI Total International Stock ETF

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: 1519 (+4)

17% more capital invested

Capital invested by funds: $4.87B → $5.7B (+$829M)

10% more funds holding

Funds holding: 163180 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.59B +$350M +5,882,356 +11%
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$460M +$6.48M +108,901 +1%
CCA
3
Cobblestone Capital Advisors
New York
$123M +$1.16M +19,448 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$109M +$12.6M +211,268 +13%
Morgan Stanley
5
Morgan Stanley
New York
$102M +$19.3M +324,032 +24%
FI
6
FormulaFolio Investments
Michigan
$97.1M -$1.26M -21,215 -1%
SMM
7
Stadion Money Management
Georgia
$93.3M +$35.9M +602,992 +65%
SFA
8
Sequoia Financial Advisors
Ohio
$91.2M +$9.97M +167,603 +13%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$89.7M +$20.3M +341,415 +30%
Bank of America
10
Bank of America
North Carolina
$87.1M +$6.9M +116,022 +9%
M&T Bank
11
M&T Bank
New York
$73.8M -$22.7M -381,346 -24%
PWM
12
Patriot Wealth Management
Texas
$68.1M +$835K +14,043 +1%
US Bancorp
13
US Bancorp
Minnesota
$59.3M +$1.46M +24,605 +3%
Wells Fargo
14
Wells Fargo
California
$56.4M +$7.83M +131,674 +17%
TPWA
15
TRUE Private Wealth Advisors
Oregon
$50.2M -$159K -2,674 -0.3%
BOH
16
Bank of Hawaii
Hawaii
$46.7M +$1.34M +22,510 +3%
AP
17
Agilis Partners
Massachusetts
$34.1M -$24.4M -410,406 -42%
UBS Group
18
UBS Group
Switzerland
$33.8M +$8.33M +140,035 +34%
PFM
19
Phillips Financial Management
Indiana
$27.9M +$1.22M +20,568 +5%
BCI
20
Brinker Capital Investments
Pennsylvania
$25.8M -$602K -10,127 -2%
LPL Financial
21
LPL Financial
California
$22.1M +$3.15M +52,921 +17%
HighTower Advisors
22
HighTower Advisors
Illinois
$21.7M +$3.14M +52,758 +17%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$20.9M +$4.54M +76,398 +29%
CC
24
Cadinha & Co
Hawaii
$18.2M +$14.8M +249,376 +507%
SAM
25
Shamrock Asset Management
Texas
$16.1M +$2.73M +45,954 +21%

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.