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iShares International Developed Real Estate ETF

82 hedge funds and large institutions have $720M invested in iShares International Developed Real Estate ETF in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

0% more funds holding

Funds holding: 8282 (0)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

8% less capital invested

Capital invested by funds: $786M → $720M (-$66.3M)

Holders
82
Holders Change
Holders Change %
0%
% of All Funds
2.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
10
Increased
28
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
51
Cahill Financial Advisors
Minnesota
$393K -$303K -9,680 -43%
PFC
52
Phocas Financial Corp
California
$387K +$389K +12,460 New
V
53
Veritable
Delaware
$292K
BUB
54
BBVA USA Bancshares
Texas
$289K -$10.6M -338,375 -97%
GT
55
Glenmede Trust
Pennsylvania
$258K
Ameriprise
56
Ameriprise
Minnesota
$234K -$84.1M -2,690,335 -100%
FAAS
57
First Allied Advisory Services
California
$226K
CIBC World Market
58
CIBC World Market
Ontario, Canada
$222K +$223K +7,135 New
TIM
59
Tortoise Investment Management
New York
$184K +$17.7K +565 +11%
IFA
60
Interactive Financial Advisors
Illinois
$182K -$14.6K -466 -7%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$179K +$98.8K +3,162 +121%
WA
62
WFG Advisors
Texas
$113K +$94 +3 +0.1%
CAL
63
Capital Advisors Ltd
Ohio
$44K
GWA
64
Genesis Wealth Advisors
Massachusetts
$40.5K
Citigroup
65
Citigroup
New York
$35K -$54.3K -1,736 -61%
Creative Planning
66
Creative Planning
Kansas
$33K
QAM
67
QCI Asset Management
New York
$33K
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$31K -$65.2K -2,087 -68%
MWP
69
MYCIO Wealth Partners
Pennsylvania
$31K
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$30K +$30.6K +980 New
CFA
71
CT Financial Advisors
Pennsylvania
$25.9K +$63 +2 +0.2%
TRCT
72
Tower Research Capital (TRC)
New York
$24K +$13.4K +429 +130%
GI
73
Gradient Investments
Minnesota
$14K
US Bancorp
74
US Bancorp
Minnesota
$7K -$70K -2,240 -91%
WCM
75
Wealthcare Capital Management
Virginia
$7K +$7K +224 New

IFGL Hedge Fund Activity: Q1 2015 in Review

82 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q1 2015, worth a combined $720M — down 8.4% from $786M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IFGL positions and 8 closed out — a net gain of 2 holders — while 28 added to existing stakes and 28 trimmed.

The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $6.42M. The largest seller was Ameriprise, cutting an estimated $84.1M.

  • 82 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $720M of iShares International Developed Real Estate ETF stock for Q1 2015, down 8.4% quarter-over-quarter.
  • 10 funds opened new iShares International Developed Real Estate ETF positions in Q1 2015 and 8 closed out, a net change of +2 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q1 2015 was Merriman Wealth Management, an estimated $6.42M added.
  • The largest iShares International Developed Real Estate ETF seller in Q1 2015 was Ameriprise, an estimated $84.1M sold.

Based on aggregated 13F filings for Q1 2015.