We are live on ! Find out more
IFGL icon

iShares International Developed Real Estate ETF

96 hedge funds and large institutions have $242M invested in iShares International Developed Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

5% more capital invested

Capital invested by funds: $231M → $242M (+$11.7M)

4.84% more ownership

Funds ownership: 59.79%64.63% (+4.8%)

3% more funds holding

Funds holding: 9396 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
31
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
26
Agilis Partners
Massachusetts
$1.38M +$102K +3,372 +8%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$1.25M +$241K +7,970 +24%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$1.2M -$302K -9,987 -20%
Ameriprise
29
Ameriprise
Minnesota
$951K -$246K -8,148 -21%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$938K -$117K -3,876 -11%
WIA
31
Wealthstreet Investment Advisors
Texas
$874K +$211K +7,000 +32%
EDRIA
32
Edmonds Duncan Registered Investment Advisors
Kansas
$863K +$24.6K +815 +3%
TGAM
33
TBH Global Asset Management
Tennessee
$781K +$781K +25,862 New
LSAG
34
Lake Street Advisors Group
New Hampshire
$744K +$23.7K +784 +3%
MGIA
35
Moneta Group Investment Advisors
Missouri
$696K -$172K -5,704 -20%
HighTower Advisors
36
HighTower Advisors
Illinois
$662K +$29.8K +986 +5%
IA
37
IFP Advisors
Florida
$635K -$29.7K -983 -4%
BWA
38
BlueSky Wealth Advisors
North Carolina
$586K -$6.07K -201 -1%
UBS Group
39
UBS Group
Switzerland
$522K +$163K +5,401 +46%
AC
40
Alexandria Capital
Virginia
$497K +$12K +397 +2%
AWM
41
AE Wealth Management
Kansas
$489K +$232K +7,672 +90%
HHGA
42
Halbert Hargrove Global Advisors
California
$480K +$35.8K +1,185 +8%
SS
43
Simplicity Solutions
Minnesota
$468K +$213K +7,048 +84%
Mariner
44
Mariner
Kansas
$451K -$37.1K -1,227 -8%
PFC
45
Phocas Financial Corp
California
$451K
PFBT
46
Parkside Financial Bank & Trust
Missouri
$441K -$59.2K -1,961 -12%
SC
47
Stratford Consulting
Texas
$437K +$14K +463 +3%
MWM
48
Mission Wealth Management
California
$417K -$52.1K -1,725 -11%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$354K -$9.27K -307 -3%
MA
50
Mutual Advisors
Nebraska
$317K -$211 -7 -0.1%

IFGL Hedge Fund Activity: Q4 2019 in Review

96 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q4 2019, worth a combined $242M — up 5.1% from $231M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IFGL positions and 13 closed out — a net gain of 4 holders — while 31 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $14.9M. The largest seller was Wells Fargo, cutting an estimated $6.35M.

  • 96 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q4 2019, up from 93 in Q3 2019.
  • Funds reported $242M of iShares International Developed Real Estate ETF stock for Q4 2019, up 5.1% quarter-over-quarter.
  • 17 funds opened new iShares International Developed Real Estate ETF positions in Q4 2019 and 13 closed out, a net change of +4 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q4 2019 was Bank of America, an estimated $14.9M added.
  • The largest iShares International Developed Real Estate ETF seller in Q4 2019 was Wells Fargo, an estimated $6.35M sold.

Based on aggregated 13F filings for Q4 2019.