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iShares International Developed Real Estate ETF

61 hedge funds and large institutions have $74M invested in iShares International Developed Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $69.4M → $74M (+$4.63M)

3.64% more ownership

Funds ownership: 48.07%51.71% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 6261 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
18
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$9.94M -$75.6K -3,511 -0.7%
Wells Fargo
2
Wells Fargo
California
$7.23M -$14K -650 -0.2%
HHGA
3
Halbert Hargrove Global Advisors
California
$7.18M -$593K -27,518 -7%
CAM
4
Chandler Asset Management
California
$6.53M +$1.09M +50,749 +19%
Jane Street
5
Jane Street
New York
$3.62M +$3.77M +174,861 New
Bank of America
6
Bank of America
North Carolina
$3.34M -$314K -14,561 -8%
CC
7
Courier Capital
New York
$2.88M +$2.19M +101,811 +273%
PAMS
8
Pictet Asset Management (Switzerland)
Switzerland
$2.78M +$117K +5,440 +4%
OPA
9
Old Port Advisors
Maine
$2.58M +$73.9K +3,429 +3%
Cerity Partners
10
Cerity Partners
New York
$2.56M +$30.6K +1,419 +1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.42M +$1.47M +68,126 +140%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$2.07M +$24.6K +1,141 +1%
Morgan Stanley
13
Morgan Stanley
New York
$2.07M -$82.3K -3,820 -4%
TFF
14
The Family Firm
Maryland
$1.91M +$64.1K +2,974 +3%
AC
15
AWM Capital
Arizona
$1.53M +$75.4K +3,500 +5%
ULWM
16
Upper Left Wealth Management
Florida
$1.27M -$119K -5,530 -8%
RPCA
17
Running Point Capital Advisors
California
$1.15M -$12.9K -598 -1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.09M +$35.5K +1,648 +3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$982K -$18.8K -874 -2%
MCA
20
Maryland Capital Advisors
Maryland
$970K -$12.1K -563 -1%
AP
21
Agilis Partners
Massachusetts
$962K
Citadel Advisors
22
Citadel Advisors
Florida
$861K -$618K -28,672 -41%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$855K +$2.13K +99 +0.2%
Ameriprise
24
Ameriprise
Minnesota
$783K -$61.9K -2,871 -7%
Invesco
25
Invesco
Georgia
$768K -$34.4K -1,596 -4%

IFGL Hedge Fund Activity: Q1 2023 in Review

61 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q1 2023, worth a combined $74M — up 6.7% from $69.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of IFGL and 6 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 18 added.

The largest buyer was Jane Street, opening a new position worth an estimated $3.77M. The largest seller was Citadel Advisors, cutting an estimated $618K.

  • 61 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q1 2023, down from 62 in Q4 2022.
  • Funds reported $74M of iShares International Developed Real Estate ETF stock for Q1 2023, up 6.7% quarter-over-quarter.
  • 6 funds opened new iShares International Developed Real Estate ETF positions in Q1 2023 and 7 closed out, a net change of -1 holder.
  • The largest iShares International Developed Real Estate ETF buyer in Q1 2023 was Jane Street, an estimated $3.77M added.
  • The largest iShares International Developed Real Estate ETF seller in Q1 2023 was Citadel Advisors, an estimated $618K sold.

Based on aggregated 13F filings for Q1 2023.