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iShares International Developed Real Estate ETF

58 hedge funds and large institutions have $147M invested in iShares International Developed Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

0.7% more ownership

Funds ownership: 58.29%58.98% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less capital invested

Capital invested by funds: $152M → $147M (-$4.99M)

2% less funds holding

Funds holding: 5958 (-1)

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
21
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$30.3M -$244K -8,177 -0.7%
Wells Fargo
2
Wells Fargo
California
$19.2M -$830K -27,839 -4%
HHGA
3
Halbert Hargrove Global Advisors
California
$15M +$349K +11,717 +2%
Creative Planning
4
Creative Planning
Kansas
$10.9M +$123K +4,123 +1%
Bank of America
5
Bank of America
North Carolina
$7.98M +$642K +21,533 +8%
CAM
6
Chandler Asset Management
California
$7.08M +$13.1K +440 +0.2%
Jane Street
7
Jane Street
New York
$5.23M +$3.15M +105,573 +130%
BlackRock
8
BlackRock
New York
$4.87M +$1.36M +45,801 +36%
UBS Group
9
UBS Group
Switzerland
$4.76M +$8.7K +292 +0.2%
PAMS
10
Pictet Asset Management (Switzerland)
Switzerland
$4.11M +$4.38M +146,900 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.29M +$1.47M +49,276 +72%
OPA
12
Old Port Advisors
Maine
$3.23M +$213K +7,157 +7%
CC
13
Courier Capital
New York
$3.15M -$39.4K -1,322 -1%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$2.86M +$152K +5,099 +5%
TFF
15
The Family Firm
Maryland
$2.37M -$2.41K -81 -0.1%
Cerity Partners
16
Cerity Partners
New York
$2.36M +$389K +13,045 +18%
Morgan Stanley
17
Morgan Stanley
New York
$2.13M +$117K +3,921 +5%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.88M +$679K +22,791 +52%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.82M +$1.94M +65,128 New
LPL Financial
20
LPL Financial
California
$1.49M +$179 +6 +0%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.48M +$485K +16,291 +45%
Ameriprise
22
Ameriprise
Minnesota
$1.33M -$91.7K -3,078 -6%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$1.2M -$35.3K -1,184 -3%
AP
24
Agilis Partners
Massachusetts
$1.13M
Bank of New York Mellon
25
Bank of New York Mellon
New York
$934K -$30.2K -1,014 -3%

IFGL Hedge Fund Activity: Q3 2021 in Review

58 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q3 2021, worth a combined $147M — down 3.3% from $152M a quarter earlier.

Fund positioning in IFGL was balanced in Q3 2021: 5 funds opened new positions, 5 closed out, 21 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $3.15M. The largest seller was Merriman Wealth Management, exiting entirely with an estimated $5.45M sold.

  • 58 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q3 2021, down from 59 in Q2 2021.
  • Funds reported $147M of iShares International Developed Real Estate ETF stock for Q3 2021, down 3.3% quarter-over-quarter.
  • 5 funds opened new iShares International Developed Real Estate ETF positions in Q3 2021 and 5 closed out, a net change of 0 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q3 2021 was Jane Street, an estimated $3.15M added.
  • The largest iShares International Developed Real Estate ETF seller in Q3 2021 was Merriman Wealth Management, an estimated $5.45M sold.

Based on aggregated 13F filings for Q3 2021.