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iShares International Developed Real Estate ETF

81 hedge funds and large institutions have $159M invested in iShares International Developed Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4.5% less ownership

Funds ownership: 64.63%60.13% (-4.5%)

16% less funds holding

Funds holding: 9681 (-15)

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

35% less capital invested

Capital invested by funds: $242M → $159M (-$83.9M)

50% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 24

Holders
81
Holders Change
-15
Holders Change %
-15.63%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
23
Reduced
29
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$51.7M -$14.2M -511,191 -18%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$27.3M -$1.05M -37,892 -3%
DWA
3
Divergent Wealth Advisors
Utah
$7.96M +$6.03M +217,739 +145%
EHPM
4
Emery Howard Portfolio Management
California
$6.89M +$3.19M +114,987 +56%
BlackRock
5
BlackRock
New York
$6.13M +$3.23M +116,704 +70%
Creative Planning
6
Creative Planning
Kansas
$5.92M -$68.4K -2,468 -0.9%
Bank of America
7
Bank of America
North Carolina
$5.01M -$12.9M -466,861 -67%
HHGA
8
Halbert Hargrove Global Advisors
California
$4.48M +$5.3M +191,243 +1,204%
CAM
9
Chandler Asset Management
California
$4.26M +$129K +4,670 +2%
Jane Street
10
Jane Street
New York
$3.36M +$4.31M +155,560 New
CC
11
Courier Capital
New York
$2.87M +$346K +12,473 +10%
HC
12
HNP Capital
New York
$2.87M +$3.73M +134,508 New
SIAM
13
Sterling Investment Advisors (Missouri)
Missouri
$2.87M +$285K +10,267 +8%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$2.3M +$405K +14,600 +16%
Morgan Stanley
15
Morgan Stanley
New York
$1.62M -$121K -4,368 -6%
CAN
16
Cetera Advisor Networks
California
$1.55M -$22.6K -816 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.51M +$361K +13,029 +23%
OPA
18
Old Port Advisors
Maine
$1.5M +$19.2K +694 +1%
TFF
19
The Family Firm
Maryland
$1.41M -$61.8K -2,231 -3%
LPL Financial
20
LPL Financial
California
$1.37M -$159K -5,733 -8%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$1.35M +$587K +21,199 +51%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.03M +$13.9K +503 +1%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$1M +$189K +6,811 +17%
Goldman Sachs
24
Goldman Sachs
New York
$932K -$817K -29,488 -41%
AP
25
Agilis Partners
Massachusetts
$872K -$151K -5,453 -12%

IFGL Hedge Fund Activity: Q1 2020 in Review

81 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q1 2020, worth a combined $159M — down 35% from $242M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IFGL and 12 opened new positions — a net loss of 12 holders — while 29 trimmed existing stakes and 23 added.

The largest buyer was Divergent Wealth Advisors, adding an estimated $6.03M. The largest seller was Wells Fargo, cutting an estimated $14.2M.

  • 81 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q1 2020, down from 96 in Q4 2019.
  • Funds reported $159M of iShares International Developed Real Estate ETF stock for Q1 2020, down 35% quarter-over-quarter.
  • 12 funds opened new iShares International Developed Real Estate ETF positions in Q1 2020 and 24 closed out, a net change of -12 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q1 2020 was Divergent Wealth Advisors, an estimated $6.03M added.
  • The largest iShares International Developed Real Estate ETF seller in Q1 2020 was Wells Fargo, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2020.