We are live on ! Find out more
IFGL icon

iShares International Developed Real Estate ETF

95 hedge funds and large institutions have $346M invested in iShares International Developed Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

4% less funds holding

Funds holding: 9995 (-4)

7.01% less ownership

Funds ownership: 73.03%66.02% (-7%)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

22% less capital invested

Capital invested by funds: $445M → $346M (-$98.5M)

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $586K

Holders
95
Holders Change
-4
Holders Change %
-4.04%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
13
Increased
33
Reduced
28
Closed
15
Calls
Puts
$586K
Net Calls
-$586K
Net Calls Change
+$221K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$2.39M +$122K +4,073 +5%
CSIA
27
Charles Schwab Investment Advisory
California
$1.87M +$462K +15,388 +32%
TFF
28
The Family Firm
Maryland
$1.77M +$1.79M +59,650 New
CAN
29
Cetera Advisor Networks
California
$1.68M +$109K +3,635 +7%
FA
30
FDx Advisors
Illinois
$1.64M -$83.5K -2,779 -5%
UBS AM
31
UBS AM
Illinois
$1.53M +$53.9K +1,792 +4%
ASN
32
Advisory Services Network
Georgia
$1.21M -$11.4K -379 -0.9%
CA
33
Cetera Advisors
Colorado
$938K +$902 +30 +0.1%
HighTower Advisors
34
HighTower Advisors
Illinois
$924K +$116K +3,856 +14%
Ameriprise
35
Ameriprise
Minnesota
$906K +$4.72K +157 +0.5%
IA
36
IFP Advisors
Florida
$887K
PFC
37
Phocas Financial Corp
California
$803K -$812K -27,025 Closed
EDRIA
38
Edmonds Duncan Registered Investment Advisors
Kansas
$794K +$1.83K +61 +0.2%
PAG
39
Private Advisory Group
Washington
$790K +$28.2K +937 +4%
HPWM
40
Highland Private Wealth Management
Washington
$790K +$798K +26,560 New
Bank of New York Mellon
41
Bank of New York Mellon
New York
$723K +$21.1K +701 +3%
AC
42
Alexandria Capital
Virginia
$701K -$48.1K -1,600 -6%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$627K -$11.6K -387 -2%
Renaissance Technologies
44
Renaissance Technologies
New York
$621K +$628K +20,900 New
LSAG
45
Lake Street Advisors Group
New Hampshire
$566K -$15.4K -514 -3%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$552K -$24.6K -817 -4%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$509K -$3.52M -117,083 -87%
UBS Group
48
UBS Group
Switzerland
$507K -$23K -764 -4%
BWA
49
BlueSky Wealth Advisors
North Carolina
$503K
GFPC
50
Global Financial Private Capital
Florida
$497K -$45.9K -1,526 -8%

IFGL Hedge Fund Activity: Q1 2018 in Review

95 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q1 2018, worth a combined $346M — down 22% from $445M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IFGL and 13 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 33 added.

The largest buyer was Wells Fargo, adding an estimated $5.6M. The largest seller was Cantor Fitzgerald Investment Advisors, cutting an estimated $63.5M.

  • 95 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q1 2018, down from 99 in Q4 2017.
  • Funds reported $346M of iShares International Developed Real Estate ETF stock for Q1 2018, down 22% quarter-over-quarter.
  • 13 funds opened new iShares International Developed Real Estate ETF positions in Q1 2018 and 15 closed out, a net change of -2 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q1 2018 was Wells Fargo, an estimated $5.6M added.
  • The largest iShares International Developed Real Estate ETF seller in Q1 2018 was Cantor Fitzgerald Investment Advisors, an estimated $63.5M sold.

Based on aggregated 13F filings for Q1 2018.