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iShares International Developed Real Estate ETF

86 hedge funds and large institutions have $301M invested in iShares International Developed Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.44% less ownership

Funds ownership: 65.28%63.84% (-1.4%)

9% less capital invested

Capital invested by funds: $330M → $301M (-$29.4M)

9% less funds holding

Funds holding: 9586 (-9)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
86
Holders Change
-9
Holders Change %
-9.47%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
21
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$130M -$10.8M -370,736 -8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$40.6M -$1.57M -53,884 -4%
Ameriprise
3
Ameriprise
Minnesota
$16.2M +$10.9M +373,671 +1,620%
AllianceBernstein
4
AllianceBernstein
Tennessee
$8.6M +$10.8K +370 +0.1%
BlackRock
5
BlackRock
New York
$7.64M -$499K -17,119 -6%
Bank of America
6
Bank of America
North Carolina
$7.11M +$207K +7,098 +3%
Creative Planning
7
Creative Planning
Kansas
$6.88M
ST
8
Sentinel Trust
Texas
$6.85M -$910K -31,229 -12%
EHPM
9
Emery Howard Portfolio Management
California
$6.47M -$111K -3,824 -2%
DWA
10
Divergent Wealth Advisors
Utah
$4.93M -$29 -1 -0%
Mariner
11
Mariner
Kansas
$4.18M +$390K +13,402 +10%
CSIA
12
Charles Schwab Investment Advisory
California
$4.14M +$2.14M +73,346 +103%
Jane Street
13
Jane Street
New York
$4.07M -$1.18M -40,537 -22%
GI
14
Gradient Investments
Minnesota
$4.03M +$4.68M +160,598 +35,688%
Morgan Stanley
15
Morgan Stanley
New York
$3.77M -$2.23M -76,617 -37%
CC
16
Courier Capital
New York
$3.46M +$46.4K +1,592 +1%
BCI
17
Brinker Capital Investments
Pennsylvania
$3.38M -$79.1K -2,715 -2%
SIAM
18
Sterling Investment Advisors (Missouri)
Missouri
$3.29M +$69.3K +2,380 +2%
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$3.2M
CAM
20
Chandler Asset Management
California
$2.99M +$598K +20,520 +24%
AL
21
Aspiriant LLC
California
$2.78M
HCA
22
Heck Capital Advisors
Wisconsin
$2.4M -$17.4K -599 -0.7%
LPL Financial
23
LPL Financial
California
$2.25M -$116K -3,979 -5%
CAN
24
Cetera Advisor Networks
California
$2.15M +$402K +13,818 +23%
TFF
25
The Family Firm
Maryland
$1.84M +$98.6K +3,385 +6%

IFGL Hedge Fund Activity: Q3 2018 in Review

86 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q3 2018, worth a combined $301M — down 8.9% from $330M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IFGL and 8 opened new positions — a net loss of 8 holders — while 30 trimmed existing stakes and 21 added.

The largest buyer was Ameriprise, adding an estimated $10.9M. The largest seller was VOYA Investment Management, exiting entirely with an estimated $14.7M sold.

  • 86 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q3 2018, down from 95 in Q2 2018.
  • Funds reported $301M of iShares International Developed Real Estate ETF stock for Q3 2018, down 8.9% quarter-over-quarter.
  • 8 funds opened new iShares International Developed Real Estate ETF positions in Q3 2018 and 16 closed out, a net change of -8 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q3 2018 was Ameriprise, an estimated $10.9M added.
  • The largest iShares International Developed Real Estate ETF seller in Q3 2018 was VOYA Investment Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2018.