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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
TIM
51
Tortoise Investment Management
New York
$182K +$4.45K +135 +2%
AA
52
AlphaMark Advisors
Kentucky
$176K +$28K +850 +17%
IFA
53
Interactive Financial Advisors
Illinois
$158K -$5.97K -181 -3%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$154K -$13.4K -405 -7%
OIA
55
Optimum Investment Advisors
Illinois
$113K -$14K -425 -10%
EMA
56
Efficient Market Advisors
California
$97K
WA
57
WFG Advisors
Texas
$90K +$8.18K +248 +9%
US Bancorp
58
US Bancorp
Minnesota
$69K
CAL
59
Capital Advisors Ltd
Ohio
$44K +$47.1K +1,428 New
Creative Planning
60
Creative Planning
Kansas
$40K +$32.1K +974 +316%
QAM
61
QCI Asset Management
New York
$39K
V
62
Veritable
Delaware
$36K +$38.2K +1,158 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$34K
MWP
64
MYCIO Wealth Partners
Pennsylvania
$31K
AIG
65
American International Group
New York
$30.5K
Citigroup
66
Citigroup
New York
$30K +$21.6K +654 +206%
FBT
67
Founders Bank & Trust
Michigan
$16K +$2.83K +86 +18%
GI
68
Gradient Investments
Minnesota
$14K
Invesco
69
Invesco
Georgia
$11K +$1.09K +33 +10%
SF
70
Synovus Financial
Georgia
$8K
PTC
71
Private Trust Company
Ohio
$6K +$6.49K +197 New
RIA
72
Regal Investment Advisors
Michigan
$3K
FHA
73
First Horizon Advisors
Tennessee
$2K
PSI
74
Pinnacle Summer Investments
Virginia
$2K
PG
75
PEAK6 Group
Illinois
-$357K -21,284 Closed

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.