iShares Global REIT ETF
REET
36 hedge funds and large institutions have $115M invested in iShares Global REIT ETF in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
44% more funds holding
Funds holding: 25 → 36 (+11)
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
8% more capital invested
Capital invested by funds: $107M → $115M (+$8.22M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.48% less ownership
Funds ownership: 62.56% → 58.08% (-4.5%)
Top Buyers
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.71M |
| 2 |
Morgan Stanley
New York
|
+$3.36M |
| 3 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$2.96M |
| 4 |
Jane Street
New York
|
+$2.48M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$2.43M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $26K | – | – | – |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $17K | -$292K | -10,480 | -94% |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $17K | +$17.5K | +630 | New |
|
|
HIIFS
29
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| $16K | +$16.7K | +600 | New |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $7K | -$24.9K | -894 | -78% |
|
31
BlackRock
New York
| $5K | -$1.14K | -41 | -18% |
|
32
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $5K | +$5.4K | +194 | New |
|
|
TWA
33
TCI Wealth Advisors
Tucson,
Arizona
| $4K | – | – | – |
|
|
GI
34
Gradient Investments
Arden Hills,
Minnesota
| $4K | +$4.17K | +150 | New |
|
35
Citadel Advisors
Miami,
Florida
| – | -$2.04M | -74,259 | Closed |
|
|
CWM
36
Concert Wealth Management
San Jose,
California
| – | +$139 | +5 | New |
|
REET Hedge Fund Activity: Q3 2016 in Review
36 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2016, worth a combined $115M — up 7.7% from $107M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new REET positions and 1 closed out — a net gain of 11 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $3.71M. The largest seller was Envestnet Asset Management, cutting an estimated $4.59M.
- 36 institutional investors held iShares Global REIT ETF (REET) as of Q3 2016, up from 25 in Q2 2016.
- Funds reported $115M of iShares Global REIT ETF stock for Q3 2016, up 7.7% quarter-over-quarter.
- 12 funds opened new iShares Global REIT ETF positions in Q3 2016 and 1 closed out, a net change of +11 holders.
- The largest iShares Global REIT ETF buyer in Q3 2016 was Old Mission Capital, an estimated $3.71M added.
- The largest iShares Global REIT ETF seller in Q3 2016 was Envestnet Asset Management, an estimated $4.59M sold.
Based on aggregated 13F filings for Q3 2016.