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iShares International Developed Real Estate ETF

59 hedge funds and large institutions have $151M invested in iShares International Developed Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $156M → $151M (-$5.83M)

1.28% less ownership

Funds ownership: 62.53%61.25% (-1.3%)

9% less funds holding

Funds holding: 6559 (-6)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
59
Holders Change
-6
Holders Change %
-9.23%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
23
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$30.7M -$968K -35,352 -3%
Wells Fargo
2
Wells Fargo
California
$20.6M -$2.35M -85,827 -10%
Creative Planning
3
Creative Planning
Kansas
$20.5M +$20.7K +757 +0.1%
HHGA
4
Halbert Hargrove Global Advisors
California
$14.4M +$1.16M +42,347 +9%
Bank of America
5
Bank of America
North Carolina
$7.05M -$3.54M -129,409 -34%
CAM
6
Chandler Asset Management
California
$6.53M +$38.1K +1,390 +0.6%
MWM
7
Merriman Wealth Management
Washington
$5.15M +$46.3K +1,692 +0.9%
UBS Group
8
UBS Group
Switzerland
$4.65M +$272K +9,928 +6%
BlackRock
9
BlackRock
New York
$4.41M +$545K +19,906 +14%
PAMU
10
Pictet Asset Management (UK)
United Kingdom
$4.37M
CC
11
Courier Capital
New York
$3.09M +$140K +5,106 +5%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$2.45M -$58K -2,117 -2%
OPA
13
Old Port Advisors
Maine
$2.35M +$233K +8,502 +11%
TFF
14
The Family Firm
Maryland
$2.25M +$61.7K +2,252 +3%
Morgan Stanley
15
Morgan Stanley
New York
$2.07M +$101K +3,687 +5%
Cerity Partners
16
Cerity Partners
New York
$1.66M +$928K +33,878 +130%
Citadel Advisors
17
Citadel Advisors
Florida
$1.65M +$1.13M +41,355 +227%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.59M -$181K -6,628 -10%
LPL Financial
19
LPL Financial
California
$1.48M -$52K -1,899 -3%
Jane Street
20
Jane Street
New York
$1.28M -$1.53M -55,937 -55%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$1.26M -$36.6K -1,337 -3%
Ameriprise
22
Ameriprise
Minnesota
$1.2M +$6.3K +230 +0.5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.12M -$49.2K -1,796 -4%
AP
24
Agilis Partners
Massachusetts
$1.11M
WIA
25
Wealthstreet Investment Advisors
Texas
$867K

IFGL Hedge Fund Activity: Q1 2021 in Review

59 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q1 2021, worth a combined $151M — down 3.7% from $156M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IFGL and 5 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 23 added.

The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $1.16M. The largest seller was Bank of America, cutting an estimated $3.54M.

  • 59 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q1 2021, down from 65 in Q4 2020.
  • Funds reported $151M of iShares International Developed Real Estate ETF stock for Q1 2021, down 3.7% quarter-over-quarter.
  • 5 funds opened new iShares International Developed Real Estate ETF positions in Q1 2021 and 10 closed out, a net change of -5 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q1 2021 was Halbert Hargrove Global Advisors, an estimated $1.16M added.
  • The largest iShares International Developed Real Estate ETF seller in Q1 2021 was Bank of America, an estimated $3.54M sold.

Based on aggregated 13F filings for Q1 2021.