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iShares International Developed Real Estate ETF

55 hedge funds and large institutions have $53.8M invested in iShares International Developed Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 5655 (-1)

4.69% less ownership

Funds ownership: 51.2%46.52% (-4.7%)

19% less capital invested

Capital invested by funds: $66.1M → $53.8M (-$12.3M)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$9.14M +$31.5K +1,570 +0.3%
HHGA
2
Halbert Hargrove Global Advisors
California
$7.17M +$526K +26,260 +7%
Wells Fargo
3
Wells Fargo
California
$4.24M -$779K -38,873 -15%
Bank of America
4
Bank of America
North Carolina
$4.16M +$894K +44,606 +26%
Jane Street
5
Jane Street
New York
$2.83M -$8.2M -409,376 -73%
CC
6
Courier Capital
New York
$2.74M +$8.26K +412 +0.3%
OPA
7
Old Port Advisors
Maine
$2.51M +$2.65M +132,086 New
Morgan Stanley
8
Morgan Stanley
New York
$2.31M +$128K +6,410 +6%
AC
9
AWM Capital
Arizona
$2.07M +$90.1K +4,494 +4%
TFF
10
The Family Firm
Maryland
$1.83M -$5.35K -267 -0.3%
ULWM
11
Upper Left Wealth Management
Florida
$1.26M -$9.14K -456 -0.7%
Citadel Advisors
12
Citadel Advisors
Florida
$1.1M +$1.17M +58,181 New
RPCA
13
Running Point Capital Advisors
California
$1.06M +$7.42K +370 +0.7%
AP
14
Agilis Partners
Massachusetts
$886K
RJFSA
15
Raymond James Financial Services Advisors
Florida
$882K +$2.69K +134 +0.3%
MCA
16
Maryland Capital Advisors
Maryland
$877K
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$805K -$67.2K -3,353 -7%
Lido Advisors
18
Lido Advisors
California
$787K +$115K +5,735 +16%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$757K +$328K +16,346 +69%
Invesco
20
Invesco
Georgia
$749K -$2.27K -113 -0.3%
Ameriprise
21
Ameriprise
Minnesota
$739K +$47.6K +2,373 +6%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$725K -$50.7K -2,530 -6%
BPA
23
Beacon Pointe Advisors
California
$649K -$6.01K -300 -0.9%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$449K -$473K -23,625 -50%
LPL Financial
25
LPL Financial
California
$390K -$36.8K -1,836 -8%

IFGL Hedge Fund Activity: Q3 2023 in Review

55 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q3 2023, worth a combined $53.8M — down 19% from $66.1M a quarter earlier.

Fund positioning in IFGL was balanced in Q3 2023: 8 funds opened new positions, 8 closed out, 13 added to existing stakes and 20 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.17M. The largest seller was Jane Street, cutting an estimated $8.2M.

  • 55 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q3 2023, down from 56 in Q2 2023.
  • Funds reported $53.8M of iShares International Developed Real Estate ETF stock for Q3 2023, down 19% quarter-over-quarter.
  • 8 funds opened new iShares International Developed Real Estate ETF positions in Q3 2023 and 8 closed out, a net change of 0 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q3 2023 was Citadel Advisors, an estimated $1.17M added.
  • The largest iShares International Developed Real Estate ETF seller in Q3 2023 was Jane Street, an estimated $8.2M sold.

Based on aggregated 13F filings for Q3 2023.