iShares International Developed Real Estate ETF
IFGL
99 hedge funds and large institutions have $445M invested in iShares International Developed Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 7 closing their positions.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
96% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 23
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
11% more funds holding
Funds holding: 89 → 99 (+10)
11% more capital invested
Capital invested by funds: $402M → $445M (+$42.8M)
3.43% more ownership
Funds ownership: 69.6% → 73.03% (+3.4%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $807K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$15.3M |
| 2 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$2.71M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.65M |
| 4 |
CFIA
Cantor Fitzgerald Investment Advisors
New York
|
+$2.31M |
| 5 |
DCM
DeGreen Capital Management
Scottsdale,
Arizona
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$4.48M |
| 2 |
Bank of New York Mellon
New York
|
-$3.72M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.9M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.91M |
| 5 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$1.87M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
101
Concorde Asset Management
Ann Arbor,
Michigan
| – | -$293K | -10,020 | Closed |
|
102
CIBC World Market
Toronto,
Ontario, Canada
| – | -$223K | -7,650 | Closed |
|
|
AP
103
Advisor Partners
Walnut Creek,
California
| – | -$206K | -7,049 | Closed |
|
|
BONST
104
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| – | -$70K | -2,390 | Closed |
|
105
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$50K | -1,712 | Closed |
|
IFGL Hedge Fund Activity: Q4 2017 in Review
99 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q4 2017, worth a combined $445M — up 11% from $402M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IFGL positions and 7 closed out — a net gain of 11 holders — while 45 added to existing stakes and 23 trimmed.
The largest buyer was Wells Fargo, adding an estimated $15.3M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $4.48M sold.
- 99 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q4 2017, up from 89 in Q3 2017.
- Funds reported $445M of iShares International Developed Real Estate ETF stock for Q4 2017, up 11% quarter-over-quarter.
- 18 funds opened new iShares International Developed Real Estate ETF positions in Q4 2017 and 7 closed out, a net change of +11 holders.
- The largest iShares International Developed Real Estate ETF buyer in Q4 2017 was Wells Fargo, an estimated $15.3M added.
- The largest iShares International Developed Real Estate ETF seller in Q4 2017 was JP Morgan Chase, an estimated $4.48M sold.
Based on aggregated 13F filings for Q4 2017.