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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
Wells Fargo
1
Wells Fargo
California
$87.6M -$6.35M -210,316 -7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$39.3M +$530K +17,544 +1%
Bank of America
3
Bank of America
North Carolina
$21.1M +$14.9M +492,409 +239%
Creative Planning
4
Creative Planning
Kansas
$8.35M +$311K +10,300 +4%
EHPM
5
Emery Howard Portfolio Management
California
$6.15M +$142K +4,690 +2%
CAM
6
Chandler Asset Management
California
$5.8M +$868K +28,730 +18%
BlackRock
7
BlackRock
New York
$5.03M -$2.01M -66,455 -29%
DWA
8
Divergent Wealth Advisors
Utah
$4.54M -$640K -21,190 -12%
HCA
9
Heck Capital Advisors
Wisconsin
$4.46M -$96.9K -3,208 -2%
SIAM
10
Sterling Investment Advisors (Missouri)
Missouri
$3.69M +$101K +3,339 +3%
CC
11
Courier Capital
New York
$3.65M +$136K +4,497 +4%
ST
12
Sentinel Trust
Texas
$3.55M -$775K -25,645 -18%
PAMU
13
Pictet Asset Management (UK)
United Kingdom
$2.77M -$30.2K -1,000 -1%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.43M +$515K +17,056 +27%
Morgan Stanley
15
Morgan Stanley
New York
$2.39M +$50.2K +1,663 +2%
PRWA
16
Platte River Wealth Advisors
Colorado
$2.33M +$2.34M +77,401 New
Goldman Sachs
17
Goldman Sachs
New York
$2.19M -$453K -14,986 -17%
AllianceBernstein
18
AllianceBernstein
Tennessee
$2.19M -$70.3K -2,329 -3%
CAN
19
Cetera Advisor Networks
California
$2.18M +$70.3K +2,328 +3%
AL
20
Aspiriant LLC
California
$2.08M
LPL Financial
21
LPL Financial
California
$2.08M +$119K +3,928 +6%
OPA
22
Old Port Advisors
Maine
$2.06M +$49.7K +1,645 +2%
TFF
23
The Family Firm
Maryland
$2.03M +$117K +3,890 +6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.72M +$87.4K +2,893 +5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.43M +$469K +15,512 +49%

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.