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iShares International Developed Real Estate ETF

100 hedge funds and large institutions have $341M invested in iShares International Developed Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

3% more funds holding

Funds holding: 97100 (+3)

5% more capital invested

Capital invested by funds: $325M → $341M (+$15.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.14% less ownership

Funds ownership: 71.54%67.41% (-4.1%)

27% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 37

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% 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
18
Increased
27
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$116M -$27.3M -934,003 -20%
CSIA
2
Charles Schwab Investment Advisory
California
$52.3M -$3.39M -116,021 -6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$39.7M -$1.39M -47,397 -4%
Ameriprise
4
Ameriprise
Minnesota
$17.6M +$3.75M +128,245 +28%
Bank of America
5
Bank of America
North Carolina
$10.8M -$647K -22,144 -6%
Creative Planning
6
Creative Planning
Kansas
$7.49M +$52K +1,779 +0.7%
BlackRock
7
BlackRock
New York
$7.26M -$616K -21,081 -8%
ST
8
Sentinel Trust
Texas
$6.29M -$40.8K -1,396 -0.7%
EHPM
9
Emery Howard Portfolio Management
California
$6.09M -$90.4K -3,091 -2%
DWA
10
Divergent Wealth Advisors
Utah
$4.85M -$105K -3,591 -2%
HCA
11
Heck Capital Advisors
Wisconsin
$4.69M +$98.8K +3,380 +2%
Citadel Advisors
12
Citadel Advisors
Florida
$3.76M +$3.62M +123,670 New
Morgan Stanley
13
Morgan Stanley
New York
$3.71M -$399K -13,653 -10%
SIAM
14
Sterling Investment Advisors (Missouri)
Missouri
$3.55M -$44.8K -1,532 -1%
CC
15
Courier Capital
New York
$3.45M +$28.8K +984 +0.9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.31M +$2.78M +95,226 +700%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$3.2M -$187K -6,400 -6%
CAM
18
Chandler Asset Management
California
$3.18M +$11.7K +400 +0.4%
Goldman Sachs
19
Goldman Sachs
New York
$2.9M +$1.31M +44,637 +88%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.75M +$2.02M +69,088 +322%
LPL Financial
21
LPL Financial
California
$2.66M +$185K +6,343 +8%
CAN
22
Cetera Advisor Networks
California
$2.2M -$30.7K -1,050 -1%
MGIA
23
Moneta Group Investment Advisors
Missouri
$2.16M +$23K +785 +1%
AL
24
Aspiriant LLC
California
$2.12M -$803K -27,471 -28%
TFF
25
The Family Firm
Maryland
$2.01M +$25K +854 +1%

IFGL Hedge Fund Activity: Q1 2019 in Review

100 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q1 2019, worth a combined $341M — up 4.9% from $325M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IFGL positions and 14 closed out — a net gain of 4 holders — while 27 added to existing stakes and 37 trimmed.

The largest buyer was Ameriprise, adding an estimated $3.75M. The largest seller was Wells Fargo, cutting an estimated $27.3M.

  • 100 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q1 2019, up from 97 in Q4 2018.
  • Funds reported $341M of iShares International Developed Real Estate ETF stock for Q1 2019, up 4.9% quarter-over-quarter.
  • 18 funds opened new iShares International Developed Real Estate ETF positions in Q1 2019 and 14 closed out, a net change of +4 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q1 2019 was Ameriprise, an estimated $3.75M added.
  • The largest iShares International Developed Real Estate ETF seller in Q1 2019 was Wells Fargo, an estimated $27.3M sold.

Based on aggregated 13F filings for Q1 2019.