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iShares International Developed Real Estate ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 12 (+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: 7684 (+8)

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
33
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$89.7M -$9.06M -334,064 -9%
EMA
2
Efficient Market Advisors
California
$51.6M +$50.9M +1,878,251 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$38.3M +$1.96M +72,095 +5%
AllianceBernstein
4
AllianceBernstein
Tennessee
$20.7M +$133K +4,904 +0.7%
DCM
5
DeGreen Capital Management
Arizona
$14.4M +$14.2M +522,713 New
BlackRock
6
BlackRock
New York
$9.73M +$4.65M +171,609 +94%
Bank of America
7
Bank of America
North Carolina
$9.24M -$11M -405,210 -55%
EHPM
8
Emery Howard Portfolio Management
California
$6.91M -$79.1K -2,917 -1%
Morgan Stanley
9
Morgan Stanley
New York
$6.76M +$2.78M +102,354 +71%
Creative Planning
10
Creative Planning
Kansas
$6.24M +$53.9K +1,988 +0.9%
ST
11
Sentinel Trust
Texas
$5.31M +$2.13M +78,679 +69%
AL
12
Aspiriant LLC
California
$4.43M -$14.1K -519 -0.3%
JP Morgan Chase
13
JP Morgan Chase
New York
$4.26M +$185K +6,805 +5%
SG Americas Securities
14
SG Americas Securities
New York
$4.11M +$4.06M +149,633 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.11M +$3.93M +144,750 +3,000%
Goldman Sachs
16
Goldman Sachs
New York
$4.06M -$10.3K -379 -0.3%
FFEC
17
First Financial Equity Corporation
Arizona
$3.48M +$3.43M +126,454 New
CC
18
Courier Capital
New York
$3.35M +$805K +29,699 +32%
BCI
19
Brinker Capital Investments
Pennsylvania
$3.28M +$78.6K +2,899 +2%
UBS Group
20
UBS Group
Switzerland
$3.1M -$921K -33,961 -23%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$3.08M +$2.5M +92,074 +460%
SIAM
22
Sterling Investment Advisors (Missouri)
Missouri
$2.78M +$160K +5,886 +6%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$2.73M
AI
24
Atria Investments
North Carolina
$2.09M +$2.07M +76,225 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.92M +$1.89M +69,744 New

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.