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iShares International Developed Real Estate ETF

93 hedge funds and large institutions have $231M invested in iShares International Developed Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.63% less ownership

Funds ownership: 62.43%59.79% (-2.6%)

3% less funds holding

Funds holding: 9693 (-3)

10% less capital invested

Capital invested by funds: $256M → $231M (-$24.9M)

18% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 34

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
93
Holders Change
-3
Holders Change %
-3.13%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
28
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$92.3M -$14.5M -487,569 -14%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$38.1M +$47K +1,584 +0.1%
Creative Planning
3
Creative Planning
Kansas
$7.89M +$504K +16,966 +7%
BlackRock
4
BlackRock
New York
$6.92M -$95.6K -3,219 -1%
Bank of America
5
Bank of America
North Carolina
$6.12M +$56.4K +1,899 +0.9%
EHPM
6
Emery Howard Portfolio Management
California
$5.9M -$23.3K -785 -0.4%
DWA
7
Divergent Wealth Advisors
Utah
$5.09M +$860K +28,962 +20%
CAM
8
Chandler Asset Management
California
$4.85M +$1.65M +55,700 +52%
HCA
9
Heck Capital Advisors
Wisconsin
$4.48M -$59.6K -2,006 -1%
ST
10
Sentinel Trust
Texas
$4.25M +$1.05M +35,467 +33%
SIAM
11
Sterling Investment Advisors (Missouri)
Missouri
$3.53M +$53.1K +1,789 +2%
CC
12
Courier Capital
New York
$3.48M +$72.4K +2,437 +2%
PAMU
13
Pictet Asset Management (UK)
United Kingdom
$2.75M +$187K +6,300 +7%
Goldman Sachs
14
Goldman Sachs
New York
$2.6M -$311K -10,463 -11%
Morgan Stanley
15
Morgan Stanley
New York
$2.3M -$27.6K -929 -1%
AllianceBernstein
16
AllianceBernstein
Tennessee
$2.22M +$111K +3,728 +5%
CAN
17
Cetera Advisor Networks
California
$2.08M -$12.3K -415 -0.6%
AL
18
Aspiriant LLC
California
$2.04M
OPA
19
Old Port Advisors
Maine
$1.99M +$54.8K +1,844 +3%
LPL Financial
20
LPL Financial
California
$1.93M +$336K +11,298 +21%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.89M +$1.4M +47,042 +285%
TFF
22
The Family Firm
Maryland
$1.88M -$86K -2,897 -4%
Jane Street
23
Jane Street
New York
$1.69M -$3.19M -107,530 -65%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.6M +$297 +10 +0%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$1.47M -$51.1K -1,722 -3%

IFGL Hedge Fund Activity: Q3 2019 in Review

93 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q3 2019, worth a combined $231M — down 9.7% from $256M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IFGL and 9 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 28 added.

The largest buyer was Chandler Asset Management, adding an estimated $1.65M. The largest seller was Wells Fargo, cutting an estimated $14.5M.

  • 93 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q3 2019, down from 96 in Q2 2019.
  • Funds reported $231M of iShares International Developed Real Estate ETF stock for Q3 2019, down 9.7% quarter-over-quarter.
  • 9 funds opened new iShares International Developed Real Estate ETF positions in Q3 2019 and 11 closed out, a net change of -2 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q3 2019 was Chandler Asset Management, an estimated $1.65M added.
  • The largest iShares International Developed Real Estate ETF seller in Q3 2019 was Wells Fargo, an estimated $14.5M sold.

Based on aggregated 13F filings for Q3 2019.