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iShares International Developed Real Estate ETF

86 hedge funds and large institutions have $301M invested in iShares International Developed Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.44% less ownership

Funds ownership: 65.28%63.84% (-1.4%)

9% less capital invested

Capital invested by funds: $330M → $301M (-$29.4M)

9% less funds holding

Funds holding: 9586 (-9)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
86
Holders Change
-9
Holders Change %
-9.47%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
21
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$1.37M -$76K -2,609 -5%
CA
27
Cetera Advisors
Colorado
$1.14M +$217K +7,438 +23%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$986K +$361K +12,388 +56%
EDRIA
29
Edmonds Duncan Registered Investment Advisors
Kansas
$804K +$12.7K +435 +2%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$785K +$798K +27,404 New
IA
31
IFP Advisors
Florida
$750K +$99K +3,400 +15%
HighTower Advisors
32
HighTower Advisors
Illinois
$716K -$165K -5,651 -18%
PFC
33
Phocas Financial Corp
California
$642K
LSAG
34
Lake Street Advisors Group
New Hampshire
$615K
HSBC Holdings
35
HSBC Holdings
United Kingdom
$609K +$76.4K +2,623 +14%
AC
36
Alexandria Capital
Virginia
$604K -$57.9K -1,989 -9%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$544K -$31.3K -1,075 -5%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$502K -$33.5K -1,151 -6%
UBS Group
39
UBS Group
Switzerland
$495K +$48K +1,648 +11%
PWM
40
Perigon Wealth Management
California
$491K +$18.1K +620 +4%
TW
41
Transform Wealth
Colorado
$470K
BWA
42
BlueSky Wealth Advisors
North Carolina
$436K
Goldman Sachs
43
Goldman Sachs
New York
$430K -$4.73M -162,560 -92%
MWM
44
Mission Wealth Management
California
$422K +$75.1K +2,577 +21%
WIA
45
Wealthstreet Investment Advisors
Texas
$414K -$8.74K -300 -2%
SPC
46
Sigma Planning Corp
Michigan
$413K -$21.8K -749 -5%
HHGA
47
Halbert Hargrove Global Advisors
California
$399K
GFPC
48
Global Financial Private Capital
Florida
$394K -$5.16K -177 -1%
SC
49
Stratford Consulting
Texas
$376K -$408 -14 -0.1%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$343K -$150K -5,146 -30%

IFGL Hedge Fund Activity: Q3 2018 in Review

86 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q3 2018, worth a combined $301M — down 8.9% from $330M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IFGL and 8 opened new positions — a net loss of 8 holders — while 30 trimmed existing stakes and 21 added.

The largest buyer was Ameriprise, adding an estimated $10.9M. The largest seller was VOYA Investment Management, exiting entirely with an estimated $14.7M sold.

  • 86 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q3 2018, down from 95 in Q2 2018.
  • Funds reported $301M of iShares International Developed Real Estate ETF stock for Q3 2018, down 8.9% quarter-over-quarter.
  • 8 funds opened new iShares International Developed Real Estate ETF positions in Q3 2018 and 16 closed out, a net change of -8 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q3 2018 was Ameriprise, an estimated $10.9M added.
  • The largest iShares International Developed Real Estate ETF seller in Q3 2018 was VOYA Investment Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2018.