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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$333K -$611K -22,084 -64%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$331K +$7.8K +282 +2%
Renaissance Technologies
53
Renaissance Technologies
New York
$311K +$318K +11,500 New
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$307K – – –
SPC
55
Sigma Planning Corp
Michigan
$301K -$90.2K -3,264 -23%
CA
56
Cetera Advisors
Colorado
$293K -$797K -28,824 -73%
US Bancorp
57
US Bancorp
Minnesota
$269K +$272K +9,832 +8,779%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$253K -$359 -13 -0.1%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$250K +$995 +36 +0.4%
PWM
60
Perigon Wealth Management
California
$247K -$236K -8,520 -50%
FEM
61
Fulcrum Equity Management
Texas
$245K +$250K +9,057 New
HFS
62
HL Financial Services
Kentucky
$216K +$221K +7,987 New
GRP
63
Global Retirement Partners
California
$155K – – –
EWA
64
ERTS Wealth Advisors
Michigan
$106K +$109K +3,935 New
GWA
65
Guidant Wealth Advisors
Illinois
$87K +$89.2K +3,227 New
RCA
66
Rowland Carmichael Advisors
Arizona
$82K -$20.6K -744 -20%
IFA
67
Interactive Financial Advisors
Illinois
$59K -$15.1K -546 -20%
WTC
68
WhitTier Trust Company
Nevada
$47K +$47.7K +1,725 New
CAL
69
Capital Advisors Ltd
Ohio
$39K – – –
FFW
70
Fusion Family Wealth
New York
$27K – – –
WHG
71
Westwood Holdings Group
Texas
$23K -$63.1K -2,284 -73%
WTB
72
Washington Trust Bank
Washington
$21K +$21.7K +785 New
William Blair & Company
73
William Blair & Company
Illinois
$14K – – –
CA
74
Claro Advisors
Massachusetts
$13K +$12.5K +452 New
GI
75
Gradient Investments
Minnesota
$12K -$4.44M -160,598 -100%
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.