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iShares International Developed Real Estate ETF

54 hedge funds and large institutions have $62.4M invested in iShares International Developed Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $53.8M → $62.4M (+$8.52M)

5.54% more ownership

Funds ownership: 46.52%52.06% (+5.5%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 5554 (-1)

43% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 23

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$383K +$7.84K +400 +2%
ST
27
Sentinel Trust
Texas
$374K
FA
28
Financial Alternatives
California
$358K -$5.78K -295 -2%
ULWM
29
Upper Left Wealth Management
Florida
$316K -$1.01M -51,667 -78%
Citadel Advisors
30
Citadel Advisors
Florida
$290K -$879K -44,871 -77%
PP
31
Prosperity Planning
Missouri
$286K +$40K +2,044 +18%
VH
32
Visionary Horizons
Tennessee
$276K +$249K +12,705 New
MAWA
33
Moss Adams Wealth Advisors
Washington
$275K
JP Morgan Chase
34
JP Morgan Chase
New York
$258K +$232K +11,843 New
Comerica Bank
35
Comerica Bank
Texas
$167K -$72.8K -3,716 -33%
Osaic Holdings
36
Osaic Holdings
Arizona
$148K -$28.1K -1,435 -17%
PFBT
37
Parkside Financial Bank & Trust
Missouri
$131K
BlackRock
38
BlackRock
New York
$91.6K -$24K -1,223 -23%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$89K -$14.2K -727 -15%
PWMG
40
Private Wealth Management Group
New Jersey
$74.3K +$66.9K +3,417 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$60.2K -$80.3K -4,100 -60%
SHIM
42
Stone House Investment Management
Pennsylvania
$57.3K +$353 +18 +0.7%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$50.8K -$3.29K -168 -7%
LPP
44
Life Planning Partners
Florida
$39.1K +$35.2K +1,797 New
William Blair & Company
45
William Blair & Company
Illinois
$34.8K
IA
46
IFP Advisors
Florida
$22K
PS
47
Principal Securities
Iowa
$10.5K +$9.48K +484 New
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$8.38K
Barclays
49
Barclays
United Kingdom
$6.53K
ASN
50
Advisory Services Network
Georgia
$6.53K +$5.88K +300 New

IFGL Hedge Fund Activity: Q4 2023 in Review

54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q4 2023, worth a combined $62.4M — up 16% from $53.8M a quarter earlier.

Fund positioning in IFGL was balanced in Q4 2023: 8 funds opened new positions, 8 closed out, 13 added to existing stakes and 23 trimmed.

The largest buyer was Jane Street, adding an estimated $2.61M. The largest seller was Creative Planning, cutting an estimated $3.38M.

  • 54 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q4 2023, down from 55 in Q3 2023.
  • Funds reported $62.4M of iShares International Developed Real Estate ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 8 funds opened new iShares International Developed Real Estate ETF positions in Q4 2023 and 8 closed out, a net change of 0 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q4 2023 was Jane Street, an estimated $2.61M added.
  • The largest iShares International Developed Real Estate ETF seller in Q4 2023 was Creative Planning, an estimated $3.38M sold.

Based on aggregated 13F filings for Q4 2023.