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iShares International Developed Real Estate ETF

97 hedge funds and large institutions have $325M invested in iShares International Developed Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

13% more funds holding

Funds holding: 8697 (+11)

8% more capital invested

Capital invested by funds: $301M → $325M (+$23.8M)

7.7% more ownership

Funds ownership: 63.84%71.54% (+7.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

Holders
97
Holders Change
+11
Holders Change %
+12.79%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
26
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$128M +$5.65M +204,218 +4%
CSIA
2
Charles Schwab Investment Advisory
California
$49.7M +$46.8M +1,693,074 +1,172%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$36.6M -$1.8M -65,200 -5%
Ameriprise
4
Ameriprise
Minnesota
$12.2M +$1.52M +54,804 +14%
Bank of America
5
Bank of America
North Carolina
$10.2M +$3.58M +129,481 +52%
BlackRock
6
BlackRock
New York
$7.03M -$188K -6,812 -3%
Creative Planning
7
Creative Planning
Kansas
$6.61M +$121K +4,383 +2%
ST
8
Sentinel Trust
Texas
$5.63M -$855K -30,942 -13%
EHPM
9
Emery Howard Portfolio Management
California
$5.5M -$619K -22,372 -10%
DWA
10
Divergent Wealth Advisors
Utah
$4.41M -$431K -15,579 -9%
Mariner
11
Mariner
Kansas
$4.13M +$192K +6,950 +5%
HCA
12
Heck Capital Advisors
Wisconsin
$4.08M +$1.86M +67,428 +81%
Morgan Stanley
13
Morgan Stanley
New York
$3.67M +$117K +4,234 +3%
SIAM
14
Sterling Investment Advisors (Missouri)
Missouri
$3.2M +$102K +3,675 +3%
CC
15
Courier Capital
New York
$3.04M -$233K -8,414 -7%
CAM
16
Chandler Asset Management
California
$2.99M
HHGA
17
Halbert Hargrove Global Advisors
California
$2.73M +$2.41M +87,157 +626%
AL
18
Aspiriant LLC
California
$2.63M
LPL Financial
19
LPL Financial
California
$2.2M +$75.8K +2,741 +3%
CAN
20
Cetera Advisor Networks
California
$2M -$38.9K -1,406 -2%
MGIA
21
Moneta Group Investment Advisors
Missouri
$1.9M +$1.95M +70,366 New
OPA
22
Old Port Advisors
Maine
$1.77M +$1.73M +62,526 New
TFF
23
The Family Firm
Maryland
$1.77M +$28.9K +1,046 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.46M +$965K +34,904 +184%
Goldman Sachs
25
Goldman Sachs
New York
$1.37M +$990K +35,821 +238%

IFGL Hedge Fund Activity: Q4 2018 in Review

97 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q4 2018, worth a combined $325M — up 7.9% from $301M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IFGL positions and 11 closed out — a net gain of 12 holders — while 26 added to existing stakes and 28 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $46.8M. The largest seller was AllianceBernstein, cutting an estimated $7.34M.

  • 97 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q4 2018, up from 86 in Q3 2018.
  • Funds reported $325M of iShares International Developed Real Estate ETF stock for Q4 2018, up 7.9% quarter-over-quarter.
  • 23 funds opened new iShares International Developed Real Estate ETF positions in Q4 2018 and 11 closed out, a net change of +12 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $46.8M added.
  • The largest iShares International Developed Real Estate ETF seller in Q4 2018 was AllianceBernstein, an estimated $7.34M sold.

Based on aggregated 13F filings for Q4 2018.