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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
BlackRock
1
BlackRock
New York
$3.78B +$61.2M +984,694 +2%
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$529M +$52.8M +849,600 +11%
CCA
3
Cobblestone Capital Advisors
New York
$131M +$3.15M +50,667 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$126M +$13.3M +214,174 +12%
Jane Street
5
Jane Street
New York
$119M +$118M +1,891,813 New
Morgan Stanley
6
Morgan Stanley
New York
$104M -$1.09M -17,565 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$101M +$8.57M +137,934 +9%
FI
8
FormulaFolio Investments
Michigan
$99.9M -$565K -9,098 -0.6%
SFA
9
Sequoia Financial Advisors
Ohio
$99.1M +$4.62M +74,306 +5%
Bank of America
10
Bank of America
North Carolina
$95.2M +$4.98M +80,192 +6%
M&T Bank
11
M&T Bank
New York
$90M +$13.5M +216,744 +18%
PWM
12
Patriot Wealth Management
Texas
$71.4M +$1.01M +16,211 +1%
Wells Fargo
13
Wells Fargo
California
$65.6M +$7.24M +116,405 +13%
US Bancorp
14
US Bancorp
Minnesota
$64.4M +$3.01M +48,373 +5%
TPWA
15
TRUE Private Wealth Advisors
Oregon
$54.4M +$2.36M +37,981 +5%
BOH
16
Bank of Hawaii
Hawaii
$45.4M -$2.86M -45,970 -6%
UBS Group
17
UBS Group
Switzerland
$42.7M +$7.62M +122,554 +22%
AP
18
Agilis Partners
Massachusetts
$39.5M +$4.1M +66,032 +12%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$38.4M +$37.8M +608,025 New
HighTower Advisors
20
HighTower Advisors
Illinois
$34.4M +$11.8M +189,873 +53%
NB
21
Northwest Bancshares
Pennsylvania
$34.3M +$33.8M +543,995 New
PFM
22
Phillips Financial Management
Indiana
$31.5M +$1.64M +26,400 +6%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$27.9M +$6.25M +100,530 +29%
BCI
24
Brinker Capital Investments
Pennsylvania
$27.8M +$1.04M +16,765 +4%
LPL Financial
25
LPL Financial
California
$27M +$4.11M +66,124 +18%

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.