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iShares International Developed Real Estate ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 45 (+1)

11% more funds holding

Funds holding: 8999 (+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

Holders
99
Holders Change
+10
Holders Change %
+11.24%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
45
Reduced
23
Closed
7
Calls
Puts
$807K
Net Calls
-$807K
Net Calls Change
-$469K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$142M +$15.3M +514,760 +12%
CFIA
2
Cantor Fitzgerald Investment Advisors
New York
$63.7M +$2.31M +77,771 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$46.1M +$230K +7,764 +0.5%
DCM
4
DeGreen Capital Management
Arizona
$20.4M +$2.29M +77,363 +13%
VOYA Investment Management
5
VOYA Investment Management
Georgia
$13.2M +$434K +14,629 +3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$13.1M +$1.06M +35,689 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10M +$2.65M +89,332 +36%
BlackRock
8
BlackRock
New York
$9.63M +$1.46M +49,319 +18%
ST
9
Sentinel Trust
Texas
$8.13M -$2.85K -96 -0%
Bank of America
10
Bank of America
North Carolina
$7.35M -$456K -15,374 -6%
Creative Planning
11
Creative Planning
Kansas
$7.06M +$180K +6,074 +3%
EHPM
12
Emery Howard Portfolio Management
California
$6.81M -$279K -9,398 -4%
Goldman Sachs
13
Goldman Sachs
New York
$5.27M -$936K -31,573 -15%
Morgan Stanley
14
Morgan Stanley
New York
$5.19M +$354K +11,948 +7%
Citigroup
15
Citigroup
New York
$4.49M +$1.22M +41,015 +38%
DWA
16
Divergent Wealth Advisors
Utah
$4.37M +$4.32M +145,810 New
MCM
17
Millie Capital Management
California
$4.22M -$31K -1,046 -0.7%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$4.03M +$609K +20,536 +18%
IWA
19
Independence Wealth Advisors
Virginia
$3.68M +$3.64M +122,686 New
BCI
20
Brinker Capital Investments
Pennsylvania
$3.63M +$47.3K +1,597 +1%
CC
21
Courier Capital
New York
$3.57M -$83.5K -2,816 -2%
SIAM
22
Sterling Investment Advisors (Missouri)
Missouri
$3.41M +$135K +4,557 +4%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$3.21M +$44.5K +1,500 +1%
HHGA
24
Halbert Hargrove Global Advisors
California
$3.16M +$2.71M +91,508 +657%
AI
25
Atria Investments
North Carolina
$2.61M +$75.3K +2,540 +3%

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.