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iShares International Developed Real Estate ETF

89 hedge funds and large institutions have $402M invested in iShares International Developed Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

83% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 24

18% more capital invested

Capital invested by funds: $342M → $402M (+$60.4M)

1.63% more ownership

Funds ownership: 67.96%69.6% (+1.6%)

1% less funds holding

Funds holding: 9089 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $338K

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
9
Increased
44
Reduced
24
Closed
10
Calls
Puts
$338K
Net Calls
-$338K
Net Calls Change
-$338K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.49M +$47K +1,613 +2%
AI
27
Atria Investments
North Carolina
$2.46M +$245K +8,406 +11%
HCA
28
Heck Capital Advisors
Wisconsin
$2.46M -$6.85K -235 -0.3%
SPC
29
Sigma Planning Corp
Michigan
$2.27M +$1.79M +61,345 +371%
FIM
30
Freedom Investment Management
Connecticut
$1.76M +$56.5K +1,937 +3%
RCA
31
Rowland Carmichael Advisors
Arizona
$1.76M +$72.5K +2,487 +4%
FA
32
FDx Advisors
Illinois
$1.74M -$23.9K -819 -1%
ICOA
33
Investment Centers of America
North Dakota
$1.48M +$285K +9,780 +24%
UBS AM
34
UBS AM
Illinois
$1.4M -$26.4K -904 -2%
CSIA
35
Charles Schwab Investment Advisory
California
$1.32M +$136K +4,672 +12%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.2M +$18K +618 +2%
Mariner
37
Mariner
Kansas
$1.13M +$87.1K +2,988 +8%
DADC
38
D.A. Davidson & Co
Montana
$1.08M +$25.8K +885 +2%
CAN
39
Cetera Advisor Networks
California
$1.04M +$810K +27,776 +373%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$971K +$970K +33,275 New
UCFA
41
United Capital Financial Advisors
Texas
$950K +$549K +18,849 +137%
CA
42
Cetera Advisors
Colorado
$883K +$4.9K +168 +0.6%
IA
43
IFP Advisors
Florida
$851K +$558K +19,152 +191%
AC
44
Alexandria Capital
Virginia
$734K -$153K -5,256 -17%
Ameriprise
45
Ameriprise
Minnesota
$732K +$134K +4,603 +22%
EDRIA
46
Edmonds Duncan Registered Investment Advisors
Kansas
$728K -$948K -32,509 -57%
LPL Financial
47
LPL Financial
California
$680K -$22.9K -786 -3%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$639K +$79.3K +2,720 +14%
GFPC
49
Global Financial Private Capital
Florida
$574K +$138K +4,721 +32%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$569K -$122K -4,181 -18%

IFGL Hedge Fund Activity: Q3 2017 in Review

89 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q3 2017, worth a combined $402M — up 18% from $342M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IFGL and 9 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 44 added.

The largest buyer was VOYA Investment Management, opening a new position worth an estimated $12.4M. The largest seller was Jane Street, exiting entirely with an estimated $2.96M sold.

  • 89 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q3 2017, down from 90 in Q2 2017.
  • Funds reported $402M of iShares International Developed Real Estate ETF stock for Q3 2017, up 18% quarter-over-quarter.
  • 9 funds opened new iShares International Developed Real Estate ETF positions in Q3 2017 and 10 closed out, a net change of -1 holder.
  • The largest iShares International Developed Real Estate ETF buyer in Q3 2017 was VOYA Investment Management, an estimated $12.4M added.
  • The largest iShares International Developed Real Estate ETF seller in Q3 2017 was Jane Street, an estimated $2.96M sold.

Based on aggregated 13F filings for Q3 2017.