iShares International Developed Real Estate ETF
IFGL
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.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
0% more funds holding
Funds holding: 82 → 82 (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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$6.42M |
| 2 |
IWC
Integrated Wealth Counsel
Carmel,
California
|
+$4.73M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$4.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.45M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$84.1M |
| 2 |
Comerica Bank
Dallas,
Texas
|
-$31.4M |
| 3 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
-$10.6M |
| 4 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$3.61M |
| 5 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$997K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
76
American International Group
New York
| $3.23K | – | – | – |
|
|
W
77
Wealthfront
Palo Alto,
California
| $3K | -$9.75K | -312 | -74% |
|
|
RIA
78
Regal Investment Advisors
Kentwood,
Michigan
| $3K | – | – | – |
|
|
SF
79
Synovus Financial
Columbus,
Georgia
| $3K | – | – | – |
|
|
BIM
80
BlackRock Investment Management
Wilmington,
Delaware
| $1K | – | – | – |
|
|
TFA
81
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | +$31 | +1 | +100% |
|
|
TSS
82
Two Sigma Securities
New York
| – | -$371K | -12,356 | Closed |
|
|
SPC
83
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$321K | -10,686 | Closed |
|
84
Citadel Advisors
Miami,
Florida
| – | -$283K | -9,420 | Closed |
|
85
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$216K | -7,200 | Closed |
|
|
AA
86
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$186K | -6,200 | Closed |
|
87
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$33K | -1,091 | Closed |
|
|
NPC
88
National Planning Corporation
El Segundo,
California
| – | -$21.6K | -713 | Closed |
|
|
MA
89
MUFG Americas
New York
| – | -$6K | -214 | Closed |
|
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.