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iShares Global REIT ETF
REET

64 hedge funds and large institutions have $147M invested in iShares Global REIT ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

33% more funds holding

Funds holding: 48 → 64 (+16)

23% less capital invested

Capital invested by funds: $192M → $147M (-$44.6M)

25.23% less ownership

Funds ownership: 43.37% → 18.14% (-25%)

Holders
64
Holders Change
+16
Holders Change %
+33.33%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
21
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
FDx Advisors
Illinois
+$29.2M
2
BlackRock
BlackRock
New York
+$5.51M
3
BSWM
Boston Standard Wealth Management
Massachusetts
+$4.93M
4
UBS Group
UBS Group
Switzerland
+$4.27M
5
Wells Fargo
Wells Fargo
California
+$3.54M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$94.2M
2
Jane Street
Jane Street
New York
-$9.12M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$3.23M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$927K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$863K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
26
Anchor Capital Advisors
Massachusetts
$614K +$607K +23,530 New
AWMS
27
Advocacy Wealth Management Services
Georgia
$571K – – –
WP
28
WealthPLAN Partners
Nebraska
$562K +$556K +21,538 New
PAG
29
Private Advisor Group
New Jersey
$516K -$437K -16,926 -46%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$472K -$163K -6,303 -26%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$420K +$262K +10,148 +171%
SPIA
32
Steward Partners Investment Advisory
New York
$348K +$14.1K +546 +4%
CAM
33
Close Asset Management
United Kingdom
$302K +$12.9K +500 +5%
PFM
34
Phillips Financial Management
Indiana
$291K -$701K -27,145 -71%
SFFS
35
Stonehage Fleming Financial Services
Jersey
$267K +$34.8K +1,347 +15%
Goldman Sachs
36
Goldman Sachs
New York
$265K +$262K +10,150 New
GA
37
Greytown Advisors
Florida
$261K – – –
IWC
38
Integrated Wealth Concepts
Massachusetts
$227K +$227K +8,784 New
CAN
39
Cetera Advisor Networks
California
$213K -$19.4K -751 -8%
CPIG
40
Chicago Partners Investment Group
Illinois
$182K +$1.26K +49 +0.7%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$179K +$177K +6,856 New
AC
42
Avestar Capital
New York
$140K +$139K +5,400 New
CHP
43
Cable Hill Partners
Oregon
$134K +$51.5K +1,993 +62%
MWM
44
Mascoma Wealth Management
New Hampshire
$94K +$97.5K +3,775 New
IA
45
IFP Advisors
Florida
$73K +$45.3K +1,756 +166%
FA
46
Fortis Advisors
Pennsylvania
$54K +$53.8K +2,083 New
RE
47
RBC Europe
United Kingdom
$33.9K – – –
AG
48
Advisor Group
Arizona
$30K – – –
Barclays
49
Barclays
United Kingdom
$21K – – –
SEI Investments
50
SEI Investments
Pennsylvania
$21K +$20.5K +793 New
1
2
3

REET Hedge Fund Activity: Q4 2017 in Review

64 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2017, worth a combined $147M — down 23% from $192M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new REET positions and 7 closed out — a net gain of 16 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was FDx Advisors, opening a new position worth an estimated $29.2M. The largest seller was Raymond James & Associates, cutting an estimated $94.2M.

  • 64 institutional investors held iShares Global REIT ETF (REET) as of Q4 2017, up from 48 in Q3 2017.
  • Funds reported $147M of iShares Global REIT ETF stock for Q4 2017, down 23% quarter-over-quarter.
  • 23 funds opened new iShares Global REIT ETF positions in Q4 2017 and 7 closed out, a net change of +16 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2017 was FDx Advisors, an estimated $29.2M added.
  • The largest iShares Global REIT ETF seller in Q4 2017 was Raymond James & Associates, an estimated $94.2M sold.

Based on aggregated 13F filings for Q4 2017.