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iShares International Developed Real Estate ETF

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

0% more funds holding

Funds holding: 8282 (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)

Holders
82
Holders Change
Holders Change %
0%
% of All Funds
2.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
10
Increased
28
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$464M -$65.4K -2,094 -0%
AllianceBernstein
2
AllianceBernstein
Tennessee
$46M -$105K -3,361 -0.2%
Comerica Bank
3
Comerica Bank
Texas
$29.8M -$31.4M -1,003,198 -51%
Wells Fargo
4
Wells Fargo
California
$19.6M +$340K +10,878 +2%
MAA
5
Managed Account Advisors
New Jersey
$13.6M +$661K +21,154 +5%
Bank of America
6
Bank of America
North Carolina
$13.5M +$3.16M +101,061 +30%
Morgan Stanley
7
Morgan Stanley
New York
$11.4M +$474K +15,165 +4%
BlackRock
8
BlackRock
New York
$11.2M -$1.56K -50 -0%
IWC
9
Integrated Wealth Counsel
California
$10.2M +$4.73M +151,197 +85%
BA
10
BlackRock Advisors
Delaware
$9.1M +$4.6M +147,132 +101%
TC
11
Trust Company
Kansas
$6.71M +$6.75M +216,077 New
MWM
12
Merriman Wealth Management
Washington
$6.59M +$6.42M +205,574 New
UBS Group
13
UBS Group
Switzerland
$6.17M -$189K -6,051 -3%
LPL Financial
14
LPL Financial
California
$5.22M +$4.45M +142,274 +575%
UBS AM
15
UBS AM
Illinois
$5.09M +$305K +9,762 +6%
JP Morgan Chase
16
JP Morgan Chase
New York
$4.35M -$4.06K -130 -0.1%
EHPM
17
Emery Howard Portfolio Management
California
$3.62M +$9.75K +312 +0.3%
AII
18
AGF Investments Inc
Ontario, Canada
$3.39M +$144K +4,622 +4%
MFS
19
Madrona Financial Services
Washington
$3.11M +$38.5K +1,233 +1%
CC
20
Courier Capital
New York
$3.08M +$32.1K +1,026 +1%
AL
21
Aspiriant LLC
California
$3.01M -$396K -12,659 -12%
Goldman Sachs
22
Goldman Sachs
New York
$2.98M +$653K +20,900 +28%
ACM
23
Ashford Capital Management
Delaware
$2.9M -$997K -31,899 -25%
BCI
24
Brinker Capital Investments
Pennsylvania
$2.83M +$129K +4,130 +5%
CS
25
Comerica Securities
Michigan
$2.83M -$26.2K -837 -0.9%

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.