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iShares International Developed Real Estate ETF

71 hedge funds and large institutions have $166M invested in iShares International Developed Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

4.27% more ownership

Funds ownership: 60.13%64.4% (+4.3%)

5% more capital invested

Capital invested by funds: $159M → $166M (+$7.2M)

12% less funds holding

Funds holding: 8171 (-10)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
71
Holders Change
-10
Holders Change %
-12.35%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
28
Reduced
20
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$35.7M -$19.3M -849,030 -36%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$28.5M -$810K -35,645 -3%
BlackRock
3
BlackRock
New York
$15.2M +$8.44M +371,751 +131%
Creative Planning
4
Creative Planning
Kansas
$14.9M +$8.36M +368,183 +134%
Bank of America
5
Bank of America
North Carolina
$9.3M +$3.85M +169,569 +73%
HHGA
6
Halbert Hargrove Global Advisors
California
$8.58M +$3.71M +163,328 +79%
DWA
7
Divergent Wealth Advisors
Utah
$6.61M -$1.88M -82,852 -23%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$6.55M +$5.97M +262,934 +1,316%
CAM
9
Chandler Asset Management
California
$5.33M +$758K +33,380 +17%
CC
10
Courier Capital
New York
$3.25M +$36.7K +1,614 +1%
Citadel Advisors
11
Citadel Advisors
Florida
$2.75M +$2.7M +118,876 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.54M +$903K +39,759 +57%
PAMU
13
Pictet Asset Management (UK)
United Kingdom
$2.46M
JMPWA
14
JP Morgan Private Wealth Advisors
California
$2.12M +$661K +29,106 +47%
Morgan Stanley
15
Morgan Stanley
New York
$1.75M +$15.6K +689 +0.9%
OPA
16
Old Port Advisors
Maine
$1.63M +$26.5K +1,167 +2%
CAN
17
Cetera Advisor Networks
California
$1.57M -$87.3K -3,843 -5%
TFF
18
The Family Firm
Maryland
$1.57M +$57.9K +2,551 +4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.46M +$352K +15,493 +32%
LPL Financial
20
LPL Financial
California
$1.45M -$12K -527 -0.8%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$1.37M +$292K +12,850 +28%
Jane Street
22
Jane Street
New York
$1.13M -$2.43M -106,982 -69%
AP
23
Agilis Partners
Massachusetts
$935K
EDRIA
24
Edmonds Duncan Registered Investment Advisors
Kansas
$770K +$4.18K +184 +0.6%
WIA
25
Wealthstreet Investment Advisors
Texas
$729K +$57.9K +2,550 +9%

IFGL Hedge Fund Activity: Q2 2020 in Review

71 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q2 2020, worth a combined $166M — up 4.5% from $159M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IFGL and 9 opened new positions — a net loss of 9 holders — while 20 trimmed existing stakes and 28 added.

The largest buyer was BlackRock, adding an estimated $8.44M. The largest seller was Wells Fargo, cutting an estimated $19.3M.

  • 71 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q2 2020, down from 81 in Q1 2020.
  • Funds reported $166M of iShares International Developed Real Estate ETF stock for Q2 2020, up 4.5% quarter-over-quarter.
  • 9 funds opened new iShares International Developed Real Estate ETF positions in Q2 2020 and 18 closed out, a net change of -9 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q2 2020 was BlackRock, an estimated $8.44M added.
  • The largest iShares International Developed Real Estate ETF seller in Q2 2020 was Wells Fargo, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2020.