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iShares International Developed Real Estate ETF

53 hedge funds and large institutions have $42.9M invested in iShares International Developed Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

4.58% more ownership

Funds ownership: 45.61%50.2% (+4.6%)

2% more funds holding

Funds holding: 5253 (+1)

13% less capital invested

Capital invested by funds: $49.1M → $42.9M (-$6.19M)

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$5.92M +$972 +47 +0%
Bank of America
2
Bank of America
North Carolina
$3.71M +$292K +14,117 +8%
HBT
3
Heartland Bank & Trust
Illinois
$3.28M +$3.52M +170,045 New
OPA
4
Old Port Advisors
Maine
$2.5M -$153K -7,375 -5%
RPCA
5
Running Point Capital Advisors
California
$2.44M -$40K -1,932 -2%
CC
6
Courier Capital
New York
$2.36M -$695K -33,618 -22%
Morgan Stanley
7
Morgan Stanley
New York
$2.18M +$58.3K +2,816 +3%
TFF
8
The Family Firm
Maryland
$2.13M +$67K +3,237 +2%
Wells Fargo
9
Wells Fargo
California
$2M -$344K -16,608 -14%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.74M +$195K +9,415 +12%
Cerity Partners
11
Cerity Partners
New York
$1.21M -$31.4K -1,519 -2%
LPL Financial
12
LPL Financial
California
$1.2M +$467K +22,565 +57%
AC
13
AWM Capital
Arizona
$1.16M -$211K -10,177 -14%
AP
14
Agilis Partners
Massachusetts
$1.12M +$179K +8,649 +18%
PCM
15
Payne Capital Management
New York
$1.05M +$1.12M +54,237 New
Raymond James Financial
16
Raymond James Financial
Florida
$789K +$845K +40,866 New
Lido Advisors
17
Lido Advisors
California
$784K -$10.9K -528 -1%
Ameriprise
18
Ameriprise
Minnesota
$746K -$6.02K -291 -0.7%
MCA
19
Maryland Capital Advisors
Maryland
$669K -$27.3K -1,319 -4%
ULWM
20
Upper Left Wealth Management
Florida
$465K +$145K +7,006 +41%
BPA
21
Beacon Pointe Advisors
California
$446K -$6.52K -315 -1%
Invesco
22
Invesco
Georgia
$441K -$31.9K -1,540 -6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$365K -$65.3K -3,157 -14%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$324K -$88.2K -4,262 -20%
UBS Group
25
UBS Group
Switzerland
$317K -$42.6K -2,057 -11%

IFGL Hedge Fund Activity: Q4 2024 in Review

53 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Real Estate ETF (IFGL) for Q4 2024, worth a combined $42.9M — down 13% from $49.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IFGL positions and 8 closed out — a net gain of 2 holders — while 14 added to existing stakes and 21 trimmed.

The largest buyer was Heartland Bank & Trust, opening a new position worth an estimated $3.52M. The largest seller was Jane Street, exiting entirely with an estimated $2.41M sold.

  • 53 institutional investors held iShares International Developed Real Estate ETF (IFGL) as of Q4 2024, up from 52 in Q3 2024.
  • Funds reported $42.9M of iShares International Developed Real Estate ETF stock for Q4 2024, down 13% quarter-over-quarter.
  • 10 funds opened new iShares International Developed Real Estate ETF positions in Q4 2024 and 8 closed out, a net change of +2 holders.
  • The largest iShares International Developed Real Estate ETF buyer in Q4 2024 was Heartland Bank & Trust, an estimated $3.52M added.
  • The largest iShares International Developed Real Estate ETF seller in Q4 2024 was Jane Street, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2024.