iShares International Developed Real Estate ETF
IFGL
84 hedge funds and large institutions have $334M invested in iShares International Developed Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 4 closing their positions.
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
74% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 19
30% more capital invested
Capital invested by funds: $257M → $334M (+$77.7M)
17.21% more ownership
Funds ownership: 69.77% → 86.97% (+17%)
11% more funds holding
Funds holding: 76 → 84 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMA
Efficient Market Advisors
San Diego,
California
|
+$50.9M |
| 2 |
DCM
DeGreen Capital Management
Scottsdale,
Arizona
|
+$14.2M |
| 3 |
BlackRock
New York
|
+$4.65M |
| 4 |
SG Americas Securities
New York
|
+$4.06M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$9.06M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$1.24M |
| 4 |
MFS
Madrona Financial Services
Everett,
Washington
|
-$1.04M |
| 5 |
PFBT
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
-$927K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
76
Tortoise Investment Management
White Plains,
New York
| $8K | – | – | – |
|
|
AG
77
Advisor Group
Phoenix,
Arizona
| $7K | – | – | – |
|
|
TRCT
78
Tower Research Capital (TRC)
New York
| $7K | +$7K | +258 | New |
|
79
US Bancorp
Minneapolis,
Minnesota
| $3K | -$15.2K | -561 | -83% |
|
80
Citigroup
New York
| $3K | -$15.1K | -558 | -85% |
|
|
AIA
81
Armor Investment Advisors
Raleigh,
North Carolina
| $2K | -$1.71K | -63 | -43% |
|
|
WAM
82
Wolverine Asset Management
Chicago,
Illinois
| $2K | +$2.47K | +91 | New |
|
|
TFA
83
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
MFS
84
Madrona Financial Services
Everett,
Washington
| – | -$1.04M | -39,445 | Closed |
|
|
WIM
85
Windhaven Investment Management
Boston,
Massachusetts
| – | -$839K | -31,909 | Closed |
|
|
NFG
86
Next Financial Group
Houston,
Texas
| – | -$63K | -2,399 | Closed |
|
|
CG
87
Cutler Group
San Francisco,
California
| – | -$13K | -500 | Closed |
|
IFGL Hedge Fund Activity: Q1 2017 in Review
84 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q1 2017, worth a combined $334M — up 30% from $257M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IFGL positions and 4 closed out — a net gain of 13 holders — while 33 added to existing stakes and 19 trimmed.
The largest buyer was Efficient Market Advisors, opening a new position worth an estimated $50.9M. The largest seller was Bank of America, cutting an estimated $11M.
- 84 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q1 2017, up from 76 in Q4 2016.
- Funds reported $334M of iShares International Developed Real Estate ETF stock for Q1 2017, up 30% quarter-over-quarter.
- 17 funds opened new iShares International Developed Real Estate ETF positions in Q1 2017 and 4 closed out, a net change of +13 holders.
- The largest iShares International Developed Real Estate ETF buyer in Q1 2017 was Efficient Market Advisors, an estimated $50.9M added.
- The largest iShares International Developed Real Estate ETF seller in Q1 2017 was Bank of America, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2017.