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iShares International Developed Real Estate ETF

74 hedge funds and large institutions have $555M invested in iShares International Developed Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

14% more funds holding

Funds holding: 6574 (+9)

6% more capital invested

Capital invested by funds: $526M → $555M (+$29M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.75M

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
30
Reduced
19
Closed
3
Calls
Puts
$1.75M
Net Calls
-$1.75M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
26
M Holdings Securities
Oregon
$1.43M +$1.52M +46,238 New
LNC
27
Lincoln National Corp
Pennsylvania
$1.17M +$1.25M +37,784 New
FIM
28
Freedom Investment Management
Connecticut
$1.07M -$30.8K -935 -3%
WIM
29
Windhaven Investment Management
Massachusetts
$1.07M +$91K +2,760 +9%
Barclays
30
Barclays
United Kingdom
$1.05M +$1.15M +34,871 New
CFA
31
Cahill Financial Advisors
Minnesota
$931K +$994K +30,158 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$740K -$3.37M -102,100 -81%
B
33
Bellecapital
Switzerland
$719K +$768K +23,297 New
BA
34
BlackRock Advisors
Delaware
$643K +$14.9K +452 +2%
HHGA
35
Halbert Hargrove Global Advisors
California
$593K +$5.87K +178 +0.9%
SC
36
Stratford Consulting
Texas
$555K +$46.4K +1,407 +8%
MCM
37
Maryland Capital Management
Maryland
$537K -$15.5K -470 -3%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$396K -$15.3K -463 -3%
PI
39
Placemark Investments
Illinois
$391K +$172K +5,227 +70%
GT
40
Glenmede Trust
Pennsylvania
$349K
UCFA
41
United Capital Financial Advisors
Texas
$348K +$32.6K +989 +10%
PFBT
42
Parkside Financial Bank & Trust
Missouri
$347K +$2.77K +84 +0.8%
GLRA
43
Gerald L. Ray & Associates
Texas
$307K -$527K -16,000 -62%
B
44
Baird
Wisconsin
$306K +$19.9K +605 +6%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$256K +$274K +8,301 New
CNB
46
City National Bank
California
$255K +$273K +8,267 New
ST
47
Spot Trading
Illinois
$247K +$264K +8,000 New
1GA
48
1st Global Advisors
Texas
$206K -$30.4K -923 -12%
Deutsche Bank
49
Deutsche Bank
Germany
$203K +$219K +6,632 New
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$187K +$33.1K +1,003 +20%

IFGL Hedge Fund Activity: Q4 2013 in Review

74 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q4 2013, worth a combined $555M — up 5.5% from $526M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IFGL positions and 3 closed out — a net gain of 10 holders — while 30 added to existing stakes and 19 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $51.5M. The largest seller was Comerica Bank, cutting an estimated $17M.

  • 74 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q4 2013, up from 65 in Q3 2013.
  • Funds reported $555M of iShares International Developed Real Estate ETF stock for Q4 2013, up 5.5% quarter-over-quarter.
  • 13 funds opened new iShares International Developed Real Estate ETF positions in Q4 2013 and 3 closed out, a net change of +10 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q4 2013 was Charles Schwab Investment Advisory, an estimated $51.5M added.
  • The largest iShares International Developed Real Estate ETF seller in Q4 2013 was Comerica Bank, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2013.