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iShares International Developed Real Estate ETF

64 hedge funds and large institutions have $89.6M invested in iShares International Developed Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 6364 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.99% less ownership

Funds ownership: 60.25%57.26% (-3%)

22% less capital invested

Capital invested by funds: $115M → $89.6M (-$25.3M)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
23
Reduced
17
Closed
5
Calls
$54K
Puts
Net Calls
+$54K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$18.5M -$908K -40,968 -4%
HHGA
2
Halbert Hargrove Global Advisors
California
$9.46M -$1.85M -83,654 -14%
Creative Planning
3
Creative Planning
Kansas
$9.09M +$1.27M +57,281 +14%
Wells Fargo
4
Wells Fargo
California
$8.97M -$1.33M -60,123 -11%
CAM
5
Chandler Asset Management
California
$5.03M +$348K +15,721 +6%
Jane Street
6
Jane Street
New York
$3.35M -$6.48M -292,242 -62%
Bank of America
7
Bank of America
North Carolina
$2.96M +$142K +6,386 +4%
PAMS
8
Pictet Asset Management (Switzerland)
Switzerland
$2.43M
Cerity Partners
9
Cerity Partners
New York
$2.42M +$143K +6,442 +5%
CC
10
Courier Capital
New York
$2.41M +$98.8K +4,460 +4%
OPA
11
Old Port Advisors
Maine
$2.34M -$88K -3,972 -3%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$1.97M -$199K -8,966 -8%
Morgan Stanley
13
Morgan Stanley
New York
$1.96M -$19.6K -886 -0.9%
HCA
14
Heck Capital Advisors
Wisconsin
$1.81M -$1.36M -61,507 -39%
TFF
15
The Family Firm
Maryland
$1.72M +$106K +4,769 +6%
AC
16
AWM Capital
Arizona
$1.46M +$1.35M +60,867 +652%
MCA
17
Maryland Capital Advisors
Maryland
$1M +$40.9K +1,846 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$992K +$58.7K +2,648 +5%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$883K +$35.7K +1,610 +4%
BlackRock
20
BlackRock
New York
$777K +$30.3K +1,367 +3%
AP
21
Agilis Partners
Massachusetts
$768K
RPCA
22
Running Point Capital Advisors
California
$767K +$893K +40,305 New
Citadel Advisors
23
Citadel Advisors
Florida
$745K +$527K +23,785 +155%
Ameriprise
24
Ameriprise
Minnesota
$735K +$25.9K +1,169 +3%
Invesco
25
Invesco
Georgia
$687K +$25.2K +1,138 +3%

IFGL Hedge Fund Activity: Q3 2022 in Review

64 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q3 2022, worth a combined $89.6M — down 22% from $115M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IFGL positions and 5 closed out — a net gain of 1 holder — while 23 added to existing stakes and 17 trimmed.

The largest buyer was AWM Capital, adding an estimated $1.35M. The largest seller was Jane Street, cutting an estimated $6.48M.

  • 64 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q3 2022, up from 63 in Q2 2022.
  • Funds reported $89.6M of iShares International Developed Real Estate ETF stock for Q3 2022, down 22% quarter-over-quarter.
  • 6 funds opened new iShares International Developed Real Estate ETF positions in Q3 2022 and 5 closed out, a net change of +1 holder.
  • The largest iShares International Developed Real Estate ETF buyer in Q3 2022 was AWM Capital, an estimated $1.35M added.
  • The largest iShares International Developed Real Estate ETF seller in Q3 2022 was Jane Street, an estimated $6.48M sold.

Based on aggregated 13F filings for Q3 2022.