We are live on ! Find out more
IXUS icon

iShares Core MSCI Total International Stock ETF

266 hedge funds and large institutions have $8.22B invested in iShares Core MSCI Total International Stock ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 62

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $7.64B → $8.22B (+$586M)

2% more funds holding

Funds holding: 260266 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

0.29% less ownership

Funds ownership: 75.99%75.7% (-0.29%)

Holders
266
Holders Change
+6
Holders Change %
+2.31%
% of All Funds
6.08%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.62%
New
29
Increased
122
Reduced
62
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$5.16B +$327M +5,428,174 +7%
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$568M +$58.6M +973,309 +12%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$165M +$5.08M +84,383 +3%
Morgan Stanley
4
Morgan Stanley
New York
$134M -$59.2M -982,681 -31%
CCA
5
Cobblestone Capital Advisors
New York
$126M +$6.98M +115,949 +6%
AMI
6
Amica Mutual Insurance
Rhode Island
$115M +$87.2M +1,447,179 +311%
FI
7
FormulaFolio Investments
Michigan
$106M +$6.05M +100,468 +6%
CG
8
Colony Group
Massachusetts
$105M +$15.6M +258,257 +17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$102M +$115K +1,917 +0.1%
Bank of America
10
Bank of America
North Carolina
$99.3M -$10.3M -171,514 -9%
SFA
11
Sequoia Financial Advisors
Ohio
$97.8M -$17.6M -291,573 -15%
K
12
Kemper
Illinois
$79.1M +$79M +1,311,432 New
Wells Fargo
13
Wells Fargo
California
$76.5M +$15.4M +256,460 +25%
PWM
14
Patriot Wealth Management
Texas
$75.5M +$2.21M +36,677 +3%
BC
15
Brinker Capital
Pennsylvania
$67.5M +$7.18M +119,248 +12%
M&T Bank
16
M&T Bank
New York
$64.6M -$2.15M -35,773 -3%
AllianceBernstein
17
AllianceBernstein
Tennessee
$62.6M +$14.2M +234,968 +29%
US Bancorp
18
US Bancorp
Minnesota
$53.8M -$2.04M -33,948 -4%
BOH
19
Bank of Hawaii
Hawaii
$41.3M +$45.2K +750 +0.1%
TPWA
20
TRUE Private Wealth Advisors
Oregon
$40.2M -$17.3M -288,004 -30%
UBS Group
21
UBS Group
Switzerland
$39.3M -$12.5M -208,119 -24%
Ameriprise
22
Ameriprise
Minnesota
$39M +$2.56M +42,579 +7%
HighTower Advisors
23
HighTower Advisors
Illinois
$38.1M -$2.07M -34,439 -5%
PFM
24
Phillips Financial Management
Indiana
$33.9M +$2.11M +34,973 +7%
TCM
25
TD Capital Management
Tennessee
$31.3M +$7.9M +131,148 +34%

IXUS Hedge Fund Activity: Q3 2018 in Review

266 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Total International Stock ETF (IXUS) for Q3 2018, worth a combined $8.22B — up 7.7% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IXUS positions and 23 closed out — a net gain of 6 holders — while 122 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $327M. The largest seller was Morgan Stanley, cutting an estimated $59.2M.

  • 266 institutional investors held iShares Core MSCI Total International Stock ETF (IXUS) as of Q3 2018, up from 260 in Q2 2018.
  • Funds reported $8.22B of iShares Core MSCI Total International Stock ETF stock for Q3 2018, up 7.7% quarter-over-quarter.
  • 29 funds opened new iShares Core MSCI Total International Stock ETF positions in Q3 2018 and 23 closed out, a net change of +6 holders.
  • The largest iShares Core MSCI Total International Stock ETF buyer in Q3 2018 was BlackRock, an estimated $327M added.
  • The largest iShares Core MSCI Total International Stock ETF seller in Q3 2018 was Morgan Stanley, an estimated $59.2M sold.

Based on aggregated 13F filings for Q3 2018.