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iShares International Developed Real Estate ETF
IFGL

83 hedge funds and large institutions have $504M invested in iShares International Developed Real Estate ETF in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

25% more capital invested

Capital invested by funds: $402M → $504M (+$102M)

9% more funds holding

Funds holding: 76 → 83 (+7)

35% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 34

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
13
Increased
22
Reduced
34
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$42.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$35.1M
3
BFA
BlackRock Fund Advisors
California
+$17M
4
SG Americas Securities
SG Americas Securities
New York
+$3.91M
5
BIT
BlackRock Institutional Trust
California
+$3.89M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.15M
2
AWMG
Alliance Wealth Management Group
New Jersey
-$7.81M
3
WIM
Windhaven Investment Management
Massachusetts
-$2.99M
4
Comerica Bank
Comerica Bank
Texas
-$2.46M
5
EHPM
Emery Howard Portfolio Management
California
-$1.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
51
Aviance Capital Management
Florida
$257K +$240K +8,789 New
EAMA
52
EFG Asset Management (Americas)
Florida
$255K – – –
UCFA
53
United Capital Financial Advisors
Texas
$251K +$234K +8,584 New
GT
54
Glenmede Trust
Pennsylvania
$243K – – –
WIM
55
Windhaven Investment Management
Massachusetts
$231K -$2.99M -109,503 -93%
CIBC World Market
56
CIBC World Market
Ontario, Canada
$213K – – –
1GA
57
1st Global Advisors
Texas
$205K +$191K +7,002 New
RJA
58
Raymond James & Associates
Florida
$205K +$191K +7,019 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$164K -$60K -2,200 -28%
IFA
60
Interactive Financial Advisors
Illinois
$152K +$7.61K +279 +6%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$106K -$42.2K -1,548 -30%
CFA
62
Carroll Financial Associates
North Carolina
$81K – – –
TIM
63
Tortoise Investment Management
New York
$55K -$35.8K -1,314 -41%
TC
64
Trust Company
Kansas
$45K -$122K -4,480 -74%
CAL
65
Capital Advisors Ltd
Ohio
$42K – – –
CG
66
Cutler Group
California
$34K -$8.43K -309 -21%
TRCT
67
Tower Research Capital (TRC)
New York
$33K +$10.7K +392 +54%
Citigroup
68
Citigroup
New York
$32K +$7.99K +293 +37%
QAM
69
QCI Asset Management
New York
$31K – – –
MWP
70
MYCIO Wealth Partners
Pennsylvania
$29K – – –
CFA
71
CT Financial Advisors
Pennsylvania
$24.7K +$55 +2 +0.2%
GI
72
Gradient Investments
Minnesota
$13K – – –
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$12K – – –
WAM
74
Wealthspire Advisors (Maryland)
Maryland
$12K +$82 +3 +0.8%
MFS
75
MSI Financial Services
Massachusetts
$12K +$8.02K +294 +226%
1 2
3
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IFGL Hedge Fund Activity: Q1 2016 in Review

83 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q1 2016, worth a combined $504M — up 25% from $402M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IFGL positions and 6 closed out — a net gain of 7 holders — while 22 added to existing stakes and 34 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $42.4M. The largest seller was Wells Fargo, cutting an estimated $8.15M.

  • 83 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q1 2016, up from 76 in Q4 2015.
  • Funds reported $504M of iShares International Developed Real Estate ETF stock for Q1 2016, up 25% quarter-over-quarter.
  • 13 funds opened new iShares International Developed Real Estate ETF positions in Q1 2016 and 6 closed out, a net change of +7 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q1 2016 was AllianceBernstein, an estimated $42.4M added.
  • The largest iShares International Developed Real Estate ETF seller in Q1 2016 was Wells Fargo, an estimated $8.15M sold.

Based on aggregated 13F filings for Q1 2016.