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IFNA

ISHARES NORTH AMERICA REAL ESTATE ETF
IFNA

Delisted

IFNA was delisted on the 21st of August, 2015.

20 hedge funds and large institutions have $13.4M invested in ISHARES NORTH AMERICA REAL ESTATE ETF in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

43% more funds holding

Funds holding: 1420 (+6)

5% more capital invested

Capital invested by funds: $12.8M → $13.4M (+$608K)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
20
Holders Change
+6
Holders Change %
+42.86%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$5.99M
US Bancorp
2
US Bancorp
Minnesota
$1.5M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.23M +$229K +4,675 +24%
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$980K -$1.91M -38,900 -67%
1GA
5
1st Global Advisors
Texas
$636K +$617K +12,596 New
ICOA
6
Investment Centers of America
North Dakota
$525K +$105K +2,139 +24%
Jane Street
7
Jane Street
New York
$514K +$498K +10,171 New
SI
8
Stephens Inc
Arkansas
$484K +$49K +1,000 +12%
Morgan Stanley
9
Morgan Stanley
New York
$397K -$354K -7,229 -48%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$300K
VKH
11
Virtu KCG Holdings
New York
$289K +$282K +5,753 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$208K +$201K +4,112 New
Deutsche Bank
13
Deutsche Bank
Germany
$101K +$98K +2,000 New
AA
14
AlphaMark Advisors
Kentucky
$73K
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$55K +$2.74K +56 +5%
Ameriprise
16
Ameriprise
Minnesota
$32K -$7.01K -143 -18%
TRCT
17
Tower Research Capital (TRC)
New York
$21K -$8.28K -169 -29%
Bank of America
18
Bank of America
North Carolina
$20K +$19.6K +400 New
MFS
19
MSI Financial Services
Massachusetts
$14K -$4.31K -88 -25%
CFA
20
Carroll Financial Associates
North Carolina
$12K +$11.7K +238 New
U
21
UBS
Switzerland
-$71K -1,503 Closed

IFNA Hedge Fund Activity: Q1 2014 in Review

20 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in ISHARES NORTH AMERICA REAL ESTATE ETF (IFNA) for Q1 2014, worth a combined $13.4M — up 4.8% from $12.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IFNA positions and 1 closed out — a net gain of 6 holders — while 4 added to existing stakes and 5 trimmed.

The largest buyer was 1st Global Advisors, opening a new position worth an estimated $617K. The largest seller was Pictet Asset Management (UK), cutting an estimated $1.91M.

  • 20 institutional investors held ISHARES NORTH AMERICA REAL ESTATE ETF (IFNA) as of Q1 2014, up from 14 in Q4 2013.
  • Funds reported $13.4M of ISHARES NORTH AMERICA REAL ESTATE ETF stock for Q1 2014, up 4.8% quarter-over-quarter.
  • 7 funds opened new ISHARES NORTH AMERICA REAL ESTATE ETF positions in Q1 2014 and 1 closed out, a net change of +6 holders.
  • The largest ISHARES NORTH AMERICA REAL ESTATE ETF buyer in Q1 2014 was 1st Global Advisors, an estimated $617K added.
  • The largest ISHARES NORTH AMERICA REAL ESTATE ETF seller in Q1 2014 was Pictet Asset Management (UK), an estimated $1.91M sold.

Based on aggregated 13F filings for Q1 2014.