We are live on ! Find out more
IFGL icon

iShares International Developed Real Estate ETF
IFGL

97 hedge funds and large institutions have $325M invested in iShares International Developed Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

13% more funds holding

Funds holding: 86 → 97 (+11)

8% more capital invested

Capital invested by funds: $301M → $325M (+$23.8M)

7.7% more ownership

Funds ownership: 63.84% → 71.54% (+7.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

Holders
97
Holders Change
+11
Holders Change %
+12.79%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
26
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$46.8M
2
Wells Fargo
Wells Fargo
California
+$5.65M
3
Bank of America
Bank of America
North Carolina
+$3.58M
4
HHGA
Halbert Hargrove Global Advisors
California
+$2.41M
5
MGIA
Moneta Group Investment Advisors
Missouri
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$7.34M
2
GI
Gradient Investments
Minnesota
-$4.44M
3
Jane Street
Jane Street
New York
-$4.07M
4
BCI
Brinker Capital Investments
Pennsylvania
-$3.25M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
26
Agilis Partners
Massachusetts
$1.15M +$1.17M +42,414 New
UBS AM
27
UBS AM
Illinois
$1.12M -$177K -6,411 -13%
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$1.11M +$1.13M +40,965 New
AllianceBernstein
29
AllianceBernstein
Tennessee
$932K -$7.34M -265,542 -89%
EDRIA
30
Edmonds Duncan Registered Investment Advisors
Kansas
$807K +$49.6K +1,793 +6%
PFBT
31
Parkside Financial Bank & Trust
Missouri
$765K +$471K +17,044 +151%
BWA
32
BlueSky Wealth Advisors
North Carolina
$710K +$254K +9,177 +59%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$700K +$128K +4,638 +22%
LSAG
34
Lake Street Advisors Group
New Hampshire
$623K +$43.1K +1,560 +7%
PFC
35
Phocas Financial Corp
California
$595K – – –
MWM
36
Mission Wealth Management
California
$594K +$200K +7,233 +49%
IA
37
IFP Advisors
Florida
$583K -$128K -4,639 -18%
HighTower Advisors
38
HighTower Advisors
Illinois
$577K -$100K -3,621 -14%
JP Morgan Chase
39
JP Morgan Chase
New York
$575K +$588K +21,259 New
AFA
40
American Financial Advisors
Georgia
$571K +$584K +21,122 New
AC
41
Alexandria Capital
Virginia
$520K -$50.6K -1,831 -9%
UBS Group
42
UBS Group
Switzerland
$481K +$14.9K +539 +3%
TW
43
Transform Wealth
Colorado
$443K – – –
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$395K -$81.2K -2,937 -17%
WIA
45
Wealthstreet Investment Advisors
Texas
$377K -$41.5K -1,500 -10%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$368K +$376K +13,600 New
CA
47
Continuum Advisory
Idaho
$362K +$370K +13,385 New
SC
48
Stratford Consulting
Texas
$360K +$5.42K +196 +1%
GFPC
49
Global Financial Private Capital
Florida
$339K -$33.2K -1,202 -9%
EIP
50
Ellis Investment Partners
Pennsylvania
$335K +$343K +12,412 New
1
2
3 4 5

IFGL Hedge Fund Activity: Q4 2018 in Review

97 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q4 2018, worth a combined $325M — up 7.9% from $301M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IFGL positions and 11 closed out — a net gain of 12 holders — while 26 added to existing stakes and 28 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $46.8M. The largest seller was AllianceBernstein, cutting an estimated $7.34M.

  • 97 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q4 2018, up from 86 in Q3 2018.
  • Funds reported $325M of iShares International Developed Real Estate ETF stock for Q4 2018, up 7.9% quarter-over-quarter.
  • 23 funds opened new iShares International Developed Real Estate ETF positions in Q4 2018 and 11 closed out, a net change of +12 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $46.8M added.
  • The largest iShares International Developed Real Estate ETF seller in Q4 2018 was AllianceBernstein, an estimated $7.34M sold.

Based on aggregated 13F filings for Q4 2018.