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iShares Global REIT ETF
REET

122 hedge funds and large institutions have $704M invested in iShares Global REIT ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

115% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 26

43% more capital invested

Capital invested by funds: $493M → $704M (+$211M)

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

13% more funds holding

Funds holding: 108 → 122 (+14)

3.24% more ownership

Funds ownership: 38.49% → 41.73% (+3.2%)

Holders
122
Holders Change
+14
Holders Change %
+12.96%
% of All Funds
2.64%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
23
Increased
56
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$92M
2
FA
FDx Advisors
Illinois
+$40.6M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$11.5M
4
PCIG
Partners Capital Investment Group
Massachusetts
+$8.14M
5
S
SimplyRich
California
+$7.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$23.4M
2
GI
Gradient Investments
Minnesota
-$19.6M
3
FI
FormulaFolio Investments
Michigan
-$7.67M
4
RTC
Riverview Trust Company
Washington
-$4.13M
5
BlackRock
BlackRock
New York
-$4.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIWM
26
OptiFour Integrated Wealth Management
Virginia
$4.79M +$184K +7,128 +4%
Ameriprise
27
Ameriprise
Minnesota
$4.69M +$1.68M +65,148 +59%
LFG
28
Larson Financial Group
Missouri
$4.61M +$692K +26,880 +18%
MWA
29
MFA Wealth Advisors
Pennsylvania
$3.99M +$201K +7,806 +6%
SMDAM
30
Sumitomo Mitsui DS Asset Management
Japan
$3.68M +$699K +27,143 +25%
EFL
31
ERn Financial LLC
Wisconsin
$3.61M -$93.1K -3,618 -3%
UBS Group
32
UBS Group
Switzerland
$3.61M +$147K +5,723 +4%
DWA
33
Divergent Wealth Advisors
Utah
$3.4M -$790K -30,694 -19%
CSM
34
CAMG Solamere Management
North Carolina
$3.37M +$2.35M +91,161 +262%
FFG
35
Ford Financial Group
California
$3.19M +$3.07M +119,291 New
QCG
36
Quadrant Capital Group
Ohio
$3.14M +$841K +32,674 +38%
Invesco
37
Invesco
Georgia
$2.81M +$1.69M +65,473 +165%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2.55M +$1.94M +75,519 +382%
BPC
39
Banque Pictet & Cie
Switzerland
$2.07M – – –
PNAA
40
Pictet North America Advisors
Switzerland
$2.07M – – –
LPL Financial
41
LPL Financial
California
$1.88M +$473K +18,381 +35%
PFM
42
Phillips Financial Management
Indiana
$1.85M +$1.86M +72,314 New
BFPW
43
BOK Financial Private Wealth
Colorado
$1.79M +$935K +36,312 +118%
FA
44
Fortis Advisors
Pennsylvania
$1.69M -$85.1K -3,306 -5%
BTS
45
BB&T Securities
Virginia
$1.66M +$4.61K +179 +0.3%
BCI
46
Brinker Capital Investments
Pennsylvania
$1.36M -$67.5K -2,620 -5%
1WA
47
180 Wealth Advisors
Washington
$1.31M +$400K +15,524 +45%
TL
48
TrueWealth LLC
Georgia
$1.31M +$45.2K +1,757 +4%
GLA
49
Great Lakes Advisors
Illinois
$1.27M -$40.6K -1,577 -3%
AWM
50
Altavista Wealth Management
North Carolina
$1.26M +$1.21M +47,175 New
1
2
3 4 5

REET Hedge Fund Activity: Q1 2019 in Review

122 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2019, worth a combined $704M — up 43% from $493M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new REET positions and 9 closed out — a net gain of 14 holders — while 56 added to existing stakes and 26 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $92M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $23.4M sold.

  • 122 institutional investors held iShares Global REIT ETF (REET) as of Q1 2019, up from 108 in Q4 2018.
  • Funds reported $704M of iShares Global REIT ETF stock for Q1 2019, up 43% quarter-over-quarter.
  • 23 funds opened new iShares Global REIT ETF positions in Q1 2019 and 9 closed out, a net change of +14 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2019 was Jones Financial Companies, an estimated $92M added.
  • The largest iShares Global REIT ETF seller in Q1 2019 was JP Morgan Chase, an estimated $23.4M sold.

Based on aggregated 13F filings for Q1 2019.