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iShares International Developed Real Estate ETF

62 hedge funds and large institutions have $69.4M invested in iShares International Developed Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

3% less funds holding

Funds holding: 6462 (-2)

9.19% less ownership

Funds ownership: 57.26%48.07% (-9.2%)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

23% less capital invested

Capital invested by funds: $89.6M → $69.4M (-$20.2M)

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
16
Reduced
19
Closed
14
Calls
$25K
Puts
Net Calls
+$25K
Net Calls Change
-$29K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$10.2M +$120K +5,966 +1%
HHGA
2
Halbert Hargrove Global Advisors
California
$7.87M -$2.48M -123,420 -25%
Wells Fargo
3
Wells Fargo
California
$7.35M -$2.45M -121,950 -26%
CAM
4
Chandler Asset Management
California
$5.03M
Bank of America
5
Bank of America
North Carolina
$3.7M +$401K +19,982 +13%
PAMS
6
Pictet Asset Management (Switzerland)
Switzerland
$2.71M +$22.9K +1,142 +0.9%
Cerity Partners
7
Cerity Partners
New York
$2.57M -$102K -5,098 -4%
OPA
8
Old Port Advisors
Maine
$2.52M -$27.8K -1,384 -1%
Morgan Stanley
9
Morgan Stanley
New York
$2.18M +$15.7K +783 +0.8%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$2.08M -$96.4K -4,801 -5%
TFF
11
The Family Firm
Maryland
$1.88M -$19.4K -965 -1%
AC
12
AWM Capital
Arizona
$1.48M
Citadel Advisors
13
Citadel Advisors
Florida
$1.48M +$624K +31,053 +79%
ULWM
14
Upper Left Wealth Management
Florida
$1.4M +$700K +34,850 +110%
RPCA
15
Running Point Capital Advisors
California
$1.18M +$317K +15,799 +39%
Goldman Sachs
16
Goldman Sachs
New York
$1.12M +$1.07M +53,215 New
BlackRock
17
BlackRock
New York
$1.12M +$244K +12,160 +30%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.07M +$512K +25,502 +101%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.02M +$977K +48,661 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.02M -$77.1K -3,840 -7%
MCA
21
Maryland Capital Advisors
Maryland
$997K -$109K -5,449 -10%
AP
22
Agilis Partners
Massachusetts
$977K +$122K +6,052 +15%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$867K -$105K -5,215 -11%
Ameriprise
24
Ameriprise
Minnesota
$866K +$40.7K +2,028 +5%
Invesco
25
Invesco
Georgia
$814K +$52.2K +2,601 +7%

IFGL Hedge Fund Activity: Q4 2022 in Review

62 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q4 2022, worth a combined $69.4M — down 23% from $89.6M a quarter earlier.

Fund positioning in IFGL was balanced in Q4 2022: 14 funds opened new positions, 14 closed out, 16 added to existing stakes and 19 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.07M. The largest seller was Fidelity Investments, cutting an estimated $19.4M.

  • 62 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q4 2022, down from 64 in Q3 2022.
  • Funds reported $69.4M of iShares International Developed Real Estate ETF stock for Q4 2022, down 23% quarter-over-quarter.
  • 14 funds opened new iShares International Developed Real Estate ETF positions in Q4 2022 and 14 closed out, a net change of 0 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q4 2022 was Goldman Sachs, an estimated $1.07M added.
  • The largest iShares International Developed Real Estate ETF seller in Q4 2022 was Fidelity Investments, an estimated $19.4M sold.

Based on aggregated 13F filings for Q4 2022.