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iShares International Developed Real Estate ETF

90 hedge funds and large institutions have $342M invested in iShares International Developed Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

65% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 23

7% more funds holding

Funds holding: 8490 (+6)

2% more capital invested

Capital invested by funds: $334M → $342M (+$7.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

19.01% less ownership

Funds ownership: 86.97%67.96% (-19%)

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
38
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$110M +$17.6M +613,970 +19%
CFIA
2
Cantor Fitzgerald Investment Advisors
New York
$55.5M +$55.7M +1,948,107 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$41.8M +$2.02M +70,482 +5%
AllianceBernstein
4
AllianceBernstein
Tennessee
$11.9M -$9.62M -336,512 -45%
BlackRock
5
BlackRock
New York
$9.56M -$526K -18,377 -5%
Bank of America
6
Bank of America
North Carolina
$7.95M -$1.65M -57,537 -17%
EHPM
7
Emery Howard Portfolio Management
California
$6.91M -$262K -9,166 -4%
ST
8
Sentinel Trust
Texas
$6.75M +$1.24M +43,521 +23%
Creative Planning
9
Creative Planning
Kansas
$6.54M +$59.9K +2,096 +0.9%
Goldman Sachs
10
Goldman Sachs
New York
$5.51M +$1.3M +45,594 +31%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.26M +$1.01M +35,175 +24%
JP Morgan Chase
12
JP Morgan Chase
New York
$4.41M
AL
13
Aspiriant LLC
California
$3.87M -$723K -25,273 -16%
Morgan Stanley
14
Morgan Stanley
New York
$3.69M -$3.34M -116,854 -47%
CC
15
Courier Capital
New York
$3.51M +$30.2K +1,056 +0.9%
BCI
16
Brinker Capital Investments
Pennsylvania
$3.41M +$13K +453 +0.4%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3.25M +$58.2K +2,034 +2%
UBS Group
18
UBS Group
Switzerland
$3.19M -$21.4K -748 -0.7%
SIAM
19
Sterling Investment Advisors (Missouri)
Missouri
$3.01M +$123K +4,292 +4%
Jane Street
20
Jane Street
New York
$2.96M +$996K +34,820 +50%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$2.88M
HCA
22
Heck Capital Advisors
Wisconsin
$2.41M +$2.42M +84,472 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.38M +$2.39M +83,670 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.3M +$423K +14,781 +22%
AI
25
Atria Investments
North Carolina
$2.17M -$5.18K -181 -0.2%

IFGL Hedge Fund Activity: Q2 2017 in Review

90 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q2 2017, worth a combined $342M — up 2.1% from $334M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IFGL positions and 5 closed out — a net gain of 9 holders — while 38 added to existing stakes and 23 trimmed.

The largest buyer was Wells Fargo, adding an estimated $17.6M. The largest seller was AllianceBernstein, cutting an estimated $9.62M.

  • 90 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q2 2017, up from 84 in Q1 2017.
  • Funds reported $342M of iShares International Developed Real Estate ETF stock for Q2 2017, up 2.1% quarter-over-quarter.
  • 14 funds opened new iShares International Developed Real Estate ETF positions in Q2 2017 and 5 closed out, a net change of +9 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q2 2017 was Wells Fargo, an estimated $17.6M added.
  • The largest iShares International Developed Real Estate ETF seller in Q2 2017 was AllianceBernstein, an estimated $9.62M sold.

Based on aggregated 13F filings for Q2 2017.