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iShares International Developed Real Estate ETF

52 hedge funds and large institutions have $59.4M invested in iShares International Developed Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $62.4M → $59.4M (-$2.93M)

1.28% less ownership

Funds ownership: 52.06%50.78% (-1.3%)

4% less funds holding

Funds holding: 5452 (-2)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$7.29M -$402K -19,465 -5%
Creative Planning
2
Creative Planning
Kansas
$6.57M -$5.16K -250 -0.1%
Jane Street
3
Jane Street
New York
$6.05M +$37.7K +1,828 +0.6%
Bank of America
4
Bank of America
North Carolina
$3.87M -$325K -15,763 -8%
Wells Fargo
5
Wells Fargo
California
$3.59M -$273K -13,242 -7%
CC
6
Courier Capital
New York
$3.12M +$32.3K +1,566 +1%
OPA
7
Old Port Advisors
Maine
$2.93M +$138K +6,694 +5%
RPCA
8
Running Point Capital Advisors
California
$2.66M +$136K +6,589 +6%
Morgan Stanley
9
Morgan Stanley
New York
$2.64M -$2.36M -114,123 -48%
TFF
10
The Family Firm
Maryland
$1.97M -$144K -6,979 -7%
Citadel Advisors
11
Citadel Advisors
Florida
$1.86M +$1.53M +73,991 +556%
AC
12
AWM Capital
Arizona
$1.52M -$89.6K -4,342 -6%
Cerity Partners
13
Cerity Partners
New York
$1.23M -$322K -15,596 -21%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.08M +$375K +18,181 +56%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.03M +$48.4K +2,343 +5%
AP
16
Agilis Partners
Massachusetts
$1.01M
LPL Financial
17
LPL Financial
California
$901K +$57K +2,762 +7%
Lido Advisors
18
Lido Advisors
California
$855K +$72.2K +3,499 +10%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$831K +$749K +36,304 +1,318%
Ameriprise
20
Ameriprise
Minnesota
$821K +$40.2K +1,946 +5%
MCA
21
Maryland Capital Advisors
Maryland
$796K -$56.2K -2,720 -7%
Invesco
22
Invesco
Georgia
$786K -$62.2K -3,012 -8%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$720K -$90.4K -4,377 -11%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$712K -$34.1K -1,653 -5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$522K -$209K -10,137 -29%

IFGL Hedge Fund Activity: Q1 2024 in Review

52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q1 2024, worth a combined $59.4M — down 4.7% from $62.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IFGL and 3 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 15 added.

The largest buyer was Citadel Advisors, adding an estimated $1.53M. The largest seller was Morgan Stanley, cutting an estimated $2.36M.

  • 52 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q1 2024, down from 54 in Q4 2023.
  • Funds reported $59.4M of iShares International Developed Real Estate ETF stock for Q1 2024, down 4.7% quarter-over-quarter.
  • 3 funds opened new iShares International Developed Real Estate ETF positions in Q1 2024 and 5 closed out, a net change of -2 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q1 2024 was Citadel Advisors, an estimated $1.53M added.
  • The largest iShares International Developed Real Estate ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.36M sold.

Based on aggregated 13F filings for Q1 2024.