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iShares International Developed Real Estate ETF

54 hedge funds and large institutions have $62.4M invested in iShares International Developed Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $53.8M → $62.4M (+$8.52M)

5.54% more ownership

Funds ownership: 46.52%52.06% (+5.5%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 5554 (-1)

43% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 23

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$7.88M -$312K -15,918 -4%
Creative Planning
2
Creative Planning
Kansas
$6.72M -$3.38M -172,767 -36%
Jane Street
3
Jane Street
New York
$6.15M +$2.61M +133,203 +89%
Morgan Stanley
4
Morgan Stanley
New York
$5.18M +$2.28M +116,560 +96%
Bank of America
5
Bank of America
North Carolina
$4.3M -$427K -21,811 -10%
Wells Fargo
6
Wells Fargo
California
$3.96M -$820K -41,875 -19%
CC
7
Courier Capital
New York
$3.16M +$14.3K +730 +0.5%
OPA
8
Old Port Advisors
Maine
$2.85M -$18.3K -933 -0.7%
RPCA
9
Running Point Capital Advisors
California
$2.57M +$1.22M +62,366 +111%
TFF
10
The Family Firm
Maryland
$2.17M +$57.4K +2,932 +3%
AC
11
AWM Capital
Arizona
$1.65M -$653K -33,323 -31%
Cerity Partners
12
Cerity Partners
New York
$1.6M +$1.44M +73,315 New
AP
13
Agilis Partners
Massachusetts
$1.03M +$9.89K +505 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1M -$8.31K -424 -0.9%
MCA
15
Maryland Capital Advisors
Maryland
$873K -$120K -6,107 -13%
Invesco
16
Invesco
Georgia
$869K +$9.11K +465 +1%
LPL Financial
17
LPL Financial
California
$861K +$372K +19,011 +92%
Ameriprise
18
Ameriprise
Minnesota
$846K -$45K -2,297 -6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$831K -$83.1K -4,241 -10%
Lido Advisors
20
Lido Advisors
California
$799K -$93.9K -4,795 -12%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$764K -$60.6K -3,094 -8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$755K -$102K -5,232 -13%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$709K +$374K +19,101 +142%
BPA
24
Beacon Pointe Advisors
California
$518K -$204K -10,400 -30%
FFA
25
Farther Finance Advisors
California
$492K +$443K +22,589 New

IFGL Hedge Fund Activity: Q4 2023 in Review

54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q4 2023, worth a combined $62.4M — up 16% from $53.8M a quarter earlier.

Fund positioning in IFGL was balanced in Q4 2023: 8 funds opened new positions, 8 closed out, 13 added to existing stakes and 23 trimmed.

The largest buyer was Jane Street, adding an estimated $2.61M. The largest seller was Creative Planning, cutting an estimated $3.38M.

  • 54 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q4 2023, down from 55 in Q3 2023.
  • Funds reported $62.4M of iShares International Developed Real Estate ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 8 funds opened new iShares International Developed Real Estate ETF positions in Q4 2023 and 8 closed out, a net change of 0 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q4 2023 was Jane Street, an estimated $2.61M added.
  • The largest iShares International Developed Real Estate ETF seller in Q4 2023 was Creative Planning, an estimated $3.38M sold.

Based on aggregated 13F filings for Q4 2023.