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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$42.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$35.1M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$17M |
| 4 |
SG Americas Securities
New York
|
+$3.91M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$3.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$8.15M |
| 2 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
-$7.81M |
| 3 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$2.99M |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$2.46M |
| 5 |
EHPM
Emery Howard Portfolio Management
Burlingame,
California
|
-$1.93M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
76
Advisory Services Network
Atlanta,
Georgia
| $11K | +$82 | +3 | +0.8% |
|
|
HR
77
Howe & Rusling
Rochester,
New York
| $11K | +$10K | +367 | New |
|
|
SAM
78
Shamrock Asset Management
Dallas,
Texas
| $7K | -$64.4K | -2,363 | -91% |
|
|
AIG
79
American International Group
New York
| $3K | -$5.46K | -200 | -66% |
|
80
US Bancorp
Minneapolis,
Minnesota
| $3K | – | – | – |
|
|
ACM
81
Argentus Capital Management
Dallas,
Texas
| $3K | +$27 | +1 | +0.9% |
|
|
TFA
82
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
AWMG
83
Alliance Wealth Management Group
Flemington,
New Jersey
| – | -$7.81M | -280,111 | Closed |
|
|
TSS
84
Two Sigma Securities
New York
| – | -$380K | -13,633 | Closed |
|
85
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$244K | -8,739 | Closed |
|
|
DADC
86
D.A. Davidson & Co
Great Falls,
Montana
| – | -$14K | -525 | Closed |
|
87
SEI Investments
Oaks,
Pennsylvania
| – | -$4K | -145 | Closed |
|
|
CCS
88
Crosspoint Capital Strategies
Orinda,
California
| – | -$3K | -100 | Closed |
|
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.