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iShares International Developed Real Estate ETF

89 hedge funds and large institutions have $402M invested in iShares International Developed Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

83% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 24

18% more capital invested

Capital invested by funds: $342M → $402M (+$60.4M)

1.63% more ownership

Funds ownership: 67.96%69.6% (+1.6%)

1% less funds holding

Funds holding: 9089 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $338K

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
9
Increased
44
Reduced
24
Closed
10
Calls
Puts
$338K
Net Calls
-$338K
Net Calls Change
-$338K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$123M +$9.56M +328,097 +8%
CFIA
2
Cantor Fitzgerald Investment Advisors
New York
$59.6M +$2.81M +96,249 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$44.6M +$1.79M +61,237 +4%
DCM
4
DeGreen Capital Management
Arizona
$17.6M +$1.9M +65,261 +12%
VOYA Investment Management
5
VOYA Investment Management
Georgia
$12.4M +$12.4M +426,704 New
AllianceBernstein
6
AllianceBernstein
Tennessee
$11.7M -$516K -17,713 -4%
BlackRock
7
BlackRock
New York
$7.92M -$1.87M -64,099 -19%
ST
8
Sentinel Trust
Texas
$7.9M +$992K +34,023 +14%
Bank of America
9
Bank of America
North Carolina
$7.59M -$546K -18,725 -7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.14M +$1.76M +60,269 +33%
EHPM
11
Emery Howard Portfolio Management
California
$6.89M -$179K -6,132 -3%
Creative Planning
12
Creative Planning
Kansas
$6.68M -$8.77K -301 -0.1%
Goldman Sachs
13
Goldman Sachs
New York
$6.04M +$395K +13,552 +7%
Morgan Stanley
14
Morgan Stanley
New York
$4.7M +$925K +31,723 +25%
JP Morgan Chase
15
JP Morgan Chase
New York
$4.48M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.35M +$2M +68,469 +85%
MCM
17
Millie Capital Management
California
$4.13M +$3.04M +104,125 +278%
CC
18
Courier Capital
New York
$3.56M -$36.6K -1,254 -1%
BCI
19
Brinker Capital Investments
Pennsylvania
$3.48M -$15.8K -542 -0.5%
UBS Group
20
UBS Group
Switzerland
$3.37M +$106K +3,626 +3%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$3.32M -$13.2K -454 -0.4%
SIAM
22
Sterling Investment Advisors (Missouri)
Missouri
$3.18M +$102K +3,510 +3%
Citigroup
23
Citigroup
New York
$3.17M +$3.13M +107,348 +8,077%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$3.08M +$175K +6,000 +6%
AL
25
Aspiriant LLC
California
$3.04M -$924K -31,709 -23%

IFGL Hedge Fund Activity: Q3 2017 in Review

89 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q3 2017, worth a combined $402M — up 18% from $342M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IFGL and 9 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 44 added.

The largest buyer was VOYA Investment Management, opening a new position worth an estimated $12.4M. The largest seller was Jane Street, exiting entirely with an estimated $2.96M sold.

  • 89 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q3 2017, down from 90 in Q2 2017.
  • Funds reported $402M of iShares International Developed Real Estate ETF stock for Q3 2017, up 18% quarter-over-quarter.
  • 9 funds opened new iShares International Developed Real Estate ETF positions in Q3 2017 and 10 closed out, a net change of -1 holder.
  • The largest iShares International Developed Real Estate ETF buyer in Q3 2017 was VOYA Investment Management, an estimated $12.4M added.
  • The largest iShares International Developed Real Estate ETF seller in Q3 2017 was Jane Street, an estimated $2.96M sold.

Based on aggregated 13F filings for Q3 2017.