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iShares International Developed Real Estate ETF

54 hedge funds and large institutions have $47.6M invested in iShares International Developed Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 5254 (+2)

1.93% less ownership

Funds ownership: 50.78%48.85% (-1.9%)

20% less capital invested

Capital invested by funds: $59.4M → $47.6M (-$11.8M)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$423K +$95.5K +4,634 +28%
FFA
27
Farther Finance Advisors
California
$394K -$13.9K -676 -3%
ULWM
28
Upper Left Wealth Management
Florida
$356K +$101K +4,917 +38%
ST
29
Sentinel Trust
Texas
$340K
FA
30
Financial Alternatives
California
$325K +$165 +8 +0%
PP
31
Prosperity Planning
Missouri
$268K +$1.05K +51 +0.4%
AWM
32
Ariadne Wealth Management
California
$258K +$269K +13,040 New
VH
33
Visionary Horizons
Tennessee
$252K +$1.03K +50 +0.4%
MAWA
34
Moss Adams Wealth Advisors
Washington
$251K
Comerica Bank
35
Comerica Bank
Texas
$126K
PFBT
36
Parkside Financial Bank & Trust
Missouri
$119K
EWM
37
Evermay Wealth Management
Virginia
$106K -$4.12K -200 -4%
BlackRock
38
BlackRock
New York
$92.1K +$8.7K +422 +10%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$77K -$11.1K -537 -12%
PWMG
40
Private Wealth Management Group
New Jersey
$67.7K
SHIM
41
Stone House Investment Management
Pennsylvania
$48.3K -$3.56K -173 -7%
Osaic Holdings
42
Osaic Holdings
Arizona
$40.2K -$96.8K -4,699 -70%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$37.1K +$6.22K +302 +19%
William Blair & Company
44
William Blair & Company
Illinois
$28.2K
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$26.8K -$778K -37,763 -97%
IA
46
IFP Advisors
Florida
$20K
PS
47
Principal Securities
Iowa
$10.8K +$1.3K +63 +13%
JP Morgan Chase
48
JP Morgan Chase
New York
$10.4K +$10.8K +526 New
LFG
49
Larson Financial Group
Missouri
$10.4K +$10.8K +523 New
Barclays
50
Barclays
United Kingdom
$5.94K

IFGL Hedge Fund Activity: Q2 2024 in Review

54 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q2 2024, worth a combined $47.6M — down 20% from $59.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IFGL positions and 4 closed out — a net gain of 2 holders — while 15 added to existing stakes and 22 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $5.21M. The largest seller was Halbert Hargrove Global Advisors, exiting entirely with an estimated $7.29M sold.

  • 54 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q2 2024, up from 52 in Q1 2024.
  • Funds reported $47.6M of iShares International Developed Real Estate ETF stock for Q2 2024, down 20% quarter-over-quarter.
  • 6 funds opened new iShares International Developed Real Estate ETF positions in Q2 2024 and 4 closed out, a net change of +2 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q2 2024 was Old Mission Capital, an estimated $5.21M added.
  • The largest iShares International Developed Real Estate ETF seller in Q2 2024 was Halbert Hargrove Global Advisors, an estimated $7.29M sold.

Based on aggregated 13F filings for Q2 2024.