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iShares Global REIT ETF
REET

25 hedge funds and large institutions have $107M invested in iShares Global REIT ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

32% more funds holding

Funds holding: 19 → 25 (+6)

16% more capital invested

Capital invested by funds: $92.5M → $107M (+$14.6M)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7.38% less ownership

Funds ownership: 69.94% → 62.56% (-7.4%)

Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
8
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.41M
2
Jane Street
Jane Street
New York
+$3.65M
3
Morgan Stanley
Morgan Stanley
New York
+$509K
4
RJA
Raymond James & Associates
Florida
+$453K
5
Bank of America
Bank of America
North Carolina
+$340K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.1M
2
CWA
Cypress Wealth Advisors
California
-$886K
3
LPL Financial
LPL Financial
California
-$766K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$541K
5
FEG
Fund Evaluation Group
Ohio
-$180K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
26
Cypress Wealth Advisors
California
– -$886K -33,487 Closed
1
2

REET Hedge Fund Activity: Q2 2016 in Review

25 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2016, worth a combined $107M — up 16% from $92.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new REET positions and 2 closed out — a net gain of 6 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $8.41M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.1M sold.

  • 25 institutional investors held iShares Global REIT ETF (REET) as of Q2 2016, up from 19 in Q1 2016.
  • Funds reported $107M of iShares Global REIT ETF stock for Q2 2016, up 16% quarter-over-quarter.
  • 8 funds opened new iShares Global REIT ETF positions in Q2 2016 and 2 closed out, a net change of +6 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2016 was Royal Bank of Canada, an estimated $8.41M added.
  • The largest iShares Global REIT ETF seller in Q2 2016 was Susquehanna International Group, an estimated $1.1M sold.

Based on aggregated 13F filings for Q2 2016.