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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
BlackRock
1
BlackRock
New York
$11B +$215M +4,184,595 +2%
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$493M +$271M +5,271,770 +140%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$348M +$12.3M +239,087 +4%
AllianceBernstein
4
AllianceBernstein
Tennessee
$315M +$29.3M +569,353 +11%
Bank of America
5
Bank of America
North Carolina
$310M -$16.9M -329,497 -5%
DADC
6
D.A. Davidson & Co
Montana
$248M +$5.38M +104,628 +2%
Morgan Stanley
7
Morgan Stanley
New York
$209M -$10.1M -195,496 -5%
SFA
8
Sequoia Financial Advisors
Ohio
$151M +$943K +18,342 +0.7%
B
9
Brightworth
Georgia
$133M +$5.27M +102,536 +4%
CG
10
Colony Group
Massachusetts
$127M -$30.6M -595,338 -20%
CCA
11
Cobblestone Capital Advisors
New York
$95M +$56.9K +1,106 +0.1%
UBS Group
12
UBS Group
Switzerland
$86.7M -$8.09M -157,263 -9%
Ameriprise
13
Ameriprise
Minnesota
$83.8M -$25.7M -500,499 -25%
Mariner
14
Mariner
Kansas
$73.8M -$1.18M -22,949 -2%
BC
15
Brinker Capital
Pennsylvania
$70.5M -$3.95M -76,861 -6%
FTUS
16
Flow Traders U.S.
New York
$68.6M +$21.1M +410,293 +48%
ANTB
17
AMG National Trust Bank
Colorado
$62.5M +$49.4M +959,889 +514%
K
18
Kemper
Illinois
$61.9M
US Bancorp
19
US Bancorp
Minnesota
$54.5M -$6.97M -135,527 -12%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$53.5M -$57.2K -1,112 -0.1%
TWM
21
Tanglewood Wealth Management
Texas
$52.7M +$16.6M +322,561 +50%
CWM
22
Cahaba Wealth Management
Georgia
$49.5M +$2.09M +40,707 +5%
BOH
23
Bank of Hawaii
Hawaii
$48.8M -$9.2M -178,880 -17%
Wells Fargo
24
Wells Fargo
California
$48.2M -$2.93M -57,009 -6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$46.8M +$9.51M +184,936 +27%

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.