We are live on ! Find out more
REET icon

iShares Global REIT ETF
REET

35 hedge funds and large institutions have $120M invested in iShares Global REIT ETF in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 5

4% more capital invested

Capital invested by funds: $115M → $120M (+$4.36M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 36 → 35 (-1)

7.11% less ownership

Funds ownership: 58.08% → 50.97% (-7.1%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
17
Reduced
5
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
BlackRock Advisors
Delaware
+$12.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.91M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.74M
4
Wells Fargo
Wells Fargo
California
+$1.24M
5
Bank of America
Bank of America
North Carolina
+$1.16M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.49M
2
OMC
Old Mission Capital
Illinois
-$3.63M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$1.57M
4
RJA
Raymond James & Associates
Florida
-$525K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$399K
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$118K +$6.76K +268 +6%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$108K +$92.2K +3,653 +592%
JP Morgan Chase
28
JP Morgan Chase
New York
$58K +$57.7K +2,288 New
CFN
29
Cordasco Financial Network
Florida
$40K +$39.7K +1,575 New
Citigroup
30
Citigroup
New York
$24K – – –
BlackRock
31
BlackRock
New York
$6K +$808 +32 +17%
TWA
32
TCI Wealth Advisors
Arizona
$4K +$126 +5 +3%
IA
33
IFP Advisors
Florida
$3K -$3.63K -144 -56%
GRP
34
Global Retirement Partners
California
$1K +$1.46K +58 New
OMC
35
Old Mission Capital
Illinois
– -$3.63M -133,356 Closed
RJA
36
Raymond James & Associates
Florida
– -$525K -19,284 Closed
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
– -$149K -5,469 Closed
AG
38
Advisor Group
Arizona
– -$28K -1,021 Closed
TRCT
39
Tower Research Capital (TRC)
New York
– -$17K -630 Closed
HIIFS
40
Harel Insurance Investments & Financial Services
Israel
– -$16K -600 Closed
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$5K -194 Closed
GI
42
Gradient Investments
Minnesota
– -$4K -150 Closed
1
2

REET Hedge Fund Activity: Q4 2016 in Review

35 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2016, worth a combined $120M — up 3.8% from $115M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of REET and 8 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 17 added.

The largest buyer was BlackRock Advisors, opening a new position worth an estimated $12.8M. The largest seller was Jane Street, cutting an estimated $4.49M.

  • 35 institutional investors held iShares Global REIT ETF (REET) as of Q4 2016, down from 36 in Q3 2016.
  • Funds reported $120M of iShares Global REIT ETF stock for Q4 2016, up 3.8% quarter-over-quarter.
  • 8 funds opened new iShares Global REIT ETF positions in Q4 2016 and 9 closed out, a net change of -1 holder.
  • The largest iShares Global REIT ETF buyer in Q4 2016 was BlackRock Advisors, an estimated $12.8M added.
  • The largest iShares Global REIT ETF seller in Q4 2016 was Jane Street, an estimated $4.49M sold.

Based on aggregated 13F filings for Q4 2016.