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iShares International Developed Real Estate ETF

64 hedge funds and large institutions have $164M invested in iShares International Developed Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $147M → $164M (+$17.2M)

10% more funds holding

Funds holding: 5864 (+6)

1.71% more ownership

Funds ownership: 58.98%60.69% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
18
Reduced
19
Closed
6
Calls
$81K
Puts
Net Calls
+$81K
Net Calls Change
+$81K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$30.6M -$248K -8,678 -0.8%
Bank of America
2
Bank of America
North Carolina
$27.6M +$19.5M +682,367 +239%
Wells Fargo
3
Wells Fargo
California
$18.5M -$978K -34,215 -5%
HHGA
4
Halbert Hargrove Global Advisors
California
$16.2M +$901K +31,533 +6%
Creative Planning
5
Creative Planning
Kansas
$11.7M +$557K +19,480 +5%
CAM
6
Chandler Asset Management
California
$7.29M +$80.3K +2,810 +1%
UBS Group
7
UBS Group
Switzerland
$5.03M +$184K +6,443 +4%
BlackRock
8
BlackRock
New York
$4.63M -$326K -11,397 -7%
PAMS
9
Pictet Asset Management (Switzerland)
Switzerland
$3.85M -$332K -11,600 -8%
Jane Street
10
Jane Street
New York
$3.31M -$2.02M -70,772 -38%
CC
11
Courier Capital
New York
$3.26M +$55.8K +1,951 +2%
OPA
12
Old Port Advisors
Maine
$3.21M -$34.2K -1,198 -1%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$3.2M +$284K +9,951 +10%
Cerity Partners
14
Cerity Partners
New York
$2.87M +$463K +16,200 +19%
TFF
15
The Family Firm
Maryland
$2.4M +$89.5K +3,133 +4%
Morgan Stanley
16
Morgan Stanley
New York
$2.23M +$64.3K +2,249 +3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.64M -$270K -9,459 -14%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.61M -$1.75M -61,258 -52%
Citadel Advisors
19
Citadel Advisors
Florida
$1.25M +$655K +22,901 +110%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$1.22M -$6.34K -222 -0.5%
Ameriprise
21
Ameriprise
Minnesota
$1.2M -$143K -4,989 -11%
AP
22
Agilis Partners
Massachusetts
$1.15M
LPL Financial
23
LPL Financial
California
$1.03M -$489K -17,112 -32%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$949K -$1.4K -49 -0.1%
BPA
25
Beacon Pointe Advisors
California
$914K -$2.43K -85 -0.3%

IFGL Hedge Fund Activity: Q4 2021 in Review

64 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q4 2021, worth a combined $164M — up 12% from $147M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IFGL positions and 6 closed out — a net gain of 6 holders — while 18 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $19.5M. The largest seller was Jane Street, cutting an estimated $2.02M.

  • 64 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q4 2021, up from 58 in Q3 2021.
  • Funds reported $164M of iShares International Developed Real Estate ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 12 funds opened new iShares International Developed Real Estate ETF positions in Q4 2021 and 6 closed out, a net change of +6 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q4 2021 was Bank of America, an estimated $19.5M added.
  • The largest iShares International Developed Real Estate ETF seller in Q4 2021 was Jane Street, an estimated $2.02M sold.

Based on aggregated 13F filings for Q4 2021.