We are live on ! Find out more
IFGL icon

iShares International Developed Real Estate ETF

56 hedge funds and large institutions have $66.1M invested in iShares International Developed Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

0.51% less ownership

Funds ownership: 51.71%51.2% (-0.51%)

8% less funds holding

Funds holding: 6156 (-5)

11% less capital invested

Capital invested by funds: $74M → $66.1M (-$7.91M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
56
Holders Change
-5
Holders Change %
-8.2%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
22
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$468K +$142K +6,841 +41%
LPL Financial
27
LPL Financial
California
$445K -$12.8K -618 -3%
Wealthfront Advisers
28
Wealthfront Advisers
California
$361K +$156K +7,548 +71%
UBS Group
29
UBS Group
Switzerland
$350K +$10.2K +495 +3%
FA
30
Financial Alternatives
California
$333K +$62 +3 +0%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$306K +$224K +10,802 +268%
MAWA
32
Moss Adams Wealth Advisors
Washington
$251K
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$246K -$2.16M -104,379 -89%
PP
34
Prosperity Planning
Missouri
$213K +$3.06K +148 +1%
PFG
35
Prosperity Financial Group
California
$204K +$212K +10,254 New
Osaic Holdings
36
Osaic Holdings
Arizona
$171K -$71.7K -3,464 -29%
PFBT
37
Parkside Financial Bank & Trust
Missouri
$119K
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$107K -$13.5K -653 -11%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$65.5K -$13K -628 -16%
SHIM
40
Stone House Investment Management
Pennsylvania
$56.5K +$2.86K +138 +5%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$37.8K
William Blair & Company
42
William Blair & Company
Illinois
$31.8K
PAG
43
Paladin Advisory Group
Iowa
$23.4K
IA
44
IFP Advisors
Florida
$20K
FA
45
Fiduciary Alliance
South Carolina
$13.8K +$14.4K +697 New
GRP
46
Global Retirement Partners
California
$6.61K
Barclays
47
Barclays
United Kingdom
$5.96K
EWA
48
EverSource Wealth Advisors
Alabama
$5.46K
BWL
49
Bogart Wealth LLC
Virginia
$4.63K
GIA
50
Goodwin Investment Advisory
Georgia
$3.48K +$3.62K +175 New

IFGL Hedge Fund Activity: Q2 2023 in Review

56 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q2 2023, worth a combined $66.1M — down 11% from $74M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of IFGL and 5 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 22 added.

The largest buyer was Jane Street, adding an estimated $7.94M. The largest seller was Chandler Asset Management, exiting entirely with an estimated $6.53M sold.

  • 56 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q2 2023, down from 61 in Q1 2023.
  • Funds reported $66.1M of iShares International Developed Real Estate ETF stock for Q2 2023, down 11% quarter-over-quarter.
  • 5 funds opened new iShares International Developed Real Estate ETF positions in Q2 2023 and 9 closed out, a net change of -4 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q2 2023 was Jane Street, an estimated $7.94M added.
  • The largest iShares International Developed Real Estate ETF seller in Q2 2023 was Chandler Asset Management, an estimated $6.53M sold.

Based on aggregated 13F filings for Q2 2023.