Independent Order Of Foresters 13F annual report
Independent Order Of Foresters is an investment fund managing more than $162 billion ran by Rene Zanin. There are currently 15 companies in Mr. Zanin’s portfolio. The largest investments include Ishares Core S&p Total U.s. Etf and Vanguard Total Stock Mkt Etf, together worth $130 billion.
$162 billion Assets Under Management (AUM)
As of 19th July 2024, Independent Order Of Foresters’s top holding is 549,619 shares of Ishares Core S&p Total U.s. Etf currently worth over $65.3 billion and making up 40.3% of the portfolio value.
In addition, the fund holds 243,302 shares of Vanguard Total Stock Mkt Etf worth $65.1 billion.
The third-largest holding is Ishares Core Msci Europe Etf worth $6.5 billion and the next is Vanguard Info Tech Etf worth $4.82 billion, with 8,355 shares owned.
Currently, Independent Order Of Foresters's portfolio is worth at least $162 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Independent Order Of Foresters
The Independent Order Of Foresters office and employees reside in Toronto, Ontario, Canada. According to the last 13-F report filed with the SEC, Rene Zanin serves as the VP & Global Chief Legal Officer at Independent Order Of Foresters.
Recent trades
In the most recent 13F filing, Independent Order Of Foresters revealed that it had increased its stake in
Ishares Core S&p Total U.s. Etf and bought 13,964 additional shares worth around .
On the other hand, there are companies that Independent Order Of Foresters is getting rid of from its portfolio.
Independent Order Of Foresters closed its position in Vanguard Russell 2000 Etf on 26th July 2024.
It sold the previously owned 84,357 shares for $7.18 billion.
One of the smallest hedge funds
The two most similar investment funds to Independent Order Of Foresters are Chicago Wealth Management and Regal Wealth. They manage $162 billion and $162 billion respectively.
Rene Zanin investment strategy
Independent Order Of Foresters’s portfolio is diversified across 2 sectors.
Currently, their heaviest sector is Miscellaneous — making up 3.4% of
the total portfolio value.
The fund focuses on investments in the Unknown as
100.0% of the portfolio companies
are based in the Unknown.
The majority of the companies in the fund’s portfolio are small-cap stocks.
Stocks with a size of more than $100 million in market cap make up
13% of the total holdings value.
On the other hand, large-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $0.
The complete list of Independent Order Of Foresters trades based on 13F SEC filings
These positions were updated on July 26th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Core S&p Total U.s. Etf |
2.61%
549,619
|
$65,283,745,000 | 40.26% |
| Vanguard Total Stock Mkt Etf |
0.44%
243,302
|
$65,085,718,000 | 40.14% |
| Vanguard Russell 2000 Etf |
Closed
84,357
|
$7,175,406,000 | |
| Ishares Core Msci Europe Etf |
861.93%
114,220
|
$6,504,829,000 | 4.01% |
| Vanguard Info Tech Etf |
No change
8,355
|
$4,817,409,000 | 2.97% |
| iShares Global Infrastructure ETF |
No change
84,213
|
$4,035,487,000 | 2.49% |
| Ishares Core Msci Emerging Markets Etf |
No change
61,931
|
$3,315,166,000 | 2.04% |
| Health Care Select Sector Etf |
No change
15,015
|
$2,188,436,000 | 1.35% |
| Vanguard Financials Etf |
No change
21,238
|
$2,121,251,000 | 1.31% |
| Fidelity Msci Communication Services Etf |
No change
35,987
|
$1,879,601,000 | 1.16% |
| Vanguard Utilities Etf |
No change
10,391
|
$1,537,037,000 | 0.95% |
| Industrial Select Sector Spdr Etf |
No change
12,096
|
$1,474,140,000 | 0.91% |
| iShares MSCI Emerging Markets Asia ETF |
No change
20,135
|
$1,459,385,000 | 0.90% |
| Fidelity Consumer Staples Etf |
No change
25,886
|
$1,227,066,000 | 0.76% |
| Consumer Discretionary Etf |
No change
4,100
|
$747,840,000 | 0.46% |
| Ishares Latin America 40 Etf |
No change
19,291
|
$477,645,000 | 0.29% |
| No transactions found | |||
| Showing first 500 out of 16 holdings | |||
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