iShares International Developed Real Estate ETF
IFGL
77 hedge funds and large institutions have $743M invested in iShares International Developed Real Estate ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 10 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 24
10% more call options, than puts
Call options by funds: $297K | Put options by funds: $271K
3% more capital invested
Capital invested by funds: $720M → $743M (+$23.2M)
6% less funds holding
Funds holding: 82 → 77 (-5)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$29.5M |
| 2 |
Comerica Bank
Dallas,
Texas
|
+$27.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.3M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$6.01M |
| 5 |
Jane Street
New York
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$6.59M |
| 2 |
Morgan Stanley
New York
|
-$3.7M |
| 3 |
IWC
Integrated Wealth Counsel
Carmel,
California
|
-$1.09M |
| 4 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$930K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$685K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
76
Merriman Wealth Management
Seattle,
Washington
| – | -$6.59M | -205,574 | Closed |
|
|
ASN
77
Advisory Services Network
Atlanta,
Georgia
| – | -$685K | -21,705 | -100% |
|
|
CFA
78
Cahill Financial Advisors
Edina,
Minnesota
| – | -$393K | -12,635 | Closed |
|
|
V
79
Veritable
Wilmington,
Delaware
| – | -$292K | -9,396 | Closed |
|
|
BUB
80
BBVA USA Bancshares
Houston,
Texas
| – | -$289K | -9,292 | Closed |
|
81
Ameriprise
Minneapolis,
Minnesota
| – | -$234K | -7,525 | Closed |
|
|
FAAS
82
First Allied Advisory Services
San Diego,
California
| – | -$226K | -7,300 | Closed |
|
83
Creative Planning
Overland Park,
Kansas
| – | -$33K | -1,048 | Closed |
|
|
TRCT
84
Tower Research Capital (TRC)
New York
| – | -$24K | -758 | Closed |
|
|
WCM
85
Wealthcare Capital Management
Richmond,
Virginia
| – | -$7K | -224 | Closed |
|
|
W
86
Wealthfront
Palo Alto,
California
| – | -$3K | -110 | Closed |
|
IFGL Hedge Fund Activity: Q2 2015 in Review
77 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q2 2015, worth a combined $743M — up 3.2% from $720M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of IFGL and 5 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 30 added.
The largest buyer was BlackRock Fund Advisors, adding an estimated $29.5M. The largest seller was Merriman Wealth Management, exiting entirely with an estimated $6.59M sold.
- 77 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q2 2015, down from 82 in Q1 2015.
- Funds reported $743M of iShares International Developed Real Estate ETF stock for Q2 2015, up 3.2% quarter-over-quarter.
- 5 funds opened new iShares International Developed Real Estate ETF positions in Q2 2015 and 10 closed out, a net change of -5 holders.
- The largest iShares International Developed Real Estate ETF buyer in Q2 2015 was BlackRock Fund Advisors, an estimated $29.5M added.
- The largest iShares International Developed Real Estate ETF seller in Q2 2015 was Merriman Wealth Management, an estimated $6.59M sold.
Based on aggregated 13F filings for Q2 2015.