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iShares Global REIT ETF
REET

42 hedge funds and large institutions have $215M invested in iShares Global REIT ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

217% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 6

79% more capital invested

Capital invested by funds: $120M → $215M (+$95.1M)

20% more funds holding

Funds holding: 35 → 42 (+7)

5.17% more ownership

Funds ownership: 50.97% → 56.14% (+5.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
42
Holders Change
+7
Holders Change %
+20%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
19
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$74M
2
BlackRock
BlackRock
New York
+$12.7M
3
Bank of America
Bank of America
North Carolina
+$5.98M
4
Wells Fargo
Wells Fargo
California
+$5.73M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.38M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
-$2.32M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$267K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$130K
4
LPL Financial
LPL Financial
California
-$79.4K
5
CL
CPWM LLC
Washington
-$47.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
26
Greytown Advisors
Florida
$253K – – –
CL
27
CPWM LLC
Washington
$250K -$47.2K -1,862 -16%
SFFS
28
Stonehage Fleming Financial Services
Jersey
$225K – – –
CAN
29
Cetera Advisor Networks
California
$204K +$206K +8,127 New
GWM
30
Geneos Wealth Management
Colorado
$193K +$9.24K +364 +5%
SPIA
31
Steward Partners Investment Advisory
New York
$187K +$188K +7,413 New
CPIG
32
Chicago Partners Investment Group
Illinois
$176K +$176K +6,938 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$113K +$4.85K +191 +4%
JP Morgan Chase
34
JP Morgan Chase
New York
$58K – – –
IA
35
IFP Advisors
Florida
$27K +$24.3K +958 +855%
Citigroup
36
Citigroup
New York
$24K – – –
WAM
37
Wolverine Asset Management
Illinois
$10K +$10.8K +427 New
GRP
38
Global Retirement Partners
California
$5K +$3.2K +126 +217%
TWA
39
TCI Wealth Advisors
Arizona
$4K +$25 +1 +0.7%
MPWT
40
MassMutual Private Wealth & Trust
Connecticut
$1.14K +$1.14K +45 New
CFN
41
Cordasco Financial Network
Florida
– -$40K -1,575 Closed
CFA
42
Carroll Financial Associates
North Carolina
– +$25 +1 New
1
2

REET Hedge Fund Activity: Q1 2017 in Review

42 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2017, worth a combined $215M — up 79% from $120M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new REET positions and 1 closed out — a net gain of 11 holders — while 19 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $74M. The largest seller was Fund Evaluation Group, cutting an estimated $2.32M.

  • 42 institutional investors held iShares Global REIT ETF (REET) as of Q1 2017, up from 35 in Q4 2016.
  • Funds reported $215M of iShares Global REIT ETF stock for Q1 2017, up 79% quarter-over-quarter.
  • 12 funds opened new iShares Global REIT ETF positions in Q1 2017 and 1 closed out, a net change of +11 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2017 was Raymond James & Associates, an estimated $74M added.
  • The largest iShares Global REIT ETF seller in Q1 2017 was Fund Evaluation Group, an estimated $2.32M sold.

Based on aggregated 13F filings for Q1 2017.