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iShares Global REIT ETF

134 hedge funds and large institutions have $548M invested in iShares Global REIT ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

119% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 27

10% more funds holding

Funds holding: 122134 (+12)

7.12% less ownership

Funds ownership: 41.73%34.61% (-7.1%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

22% less capital invested

Capital invested by funds: $704M → $548M (-$155M)

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.91%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
26
Increased
59
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
26
Larson Financial Group
Missouri
$5.11M +$509K +19,038 +11%
B
27
Bailard
California
$5.1M +$5.11M +191,213 New
SMDAM
28
Sumitomo Mitsui DS Asset Management
Japan
$4.97M +$1.3M +48,770 +35%
OIWM
29
OptiFour Integrated Wealth Management
Virginia
$4.85M +$69.3K +2,593 +1%
CSM
30
CAMG Solamere Management
North Carolina
$4.27M +$906K +33,901 +27%
Citadel Advisors
31
Citadel Advisors
Florida
$4.04M +$4.05M +151,642 New
MWA
32
MFA Wealth Advisors
Pennsylvania
$3.96M -$37.6K -1,406 -0.9%
UBS Group
33
UBS Group
Switzerland
$3.71M +$115K +4,303 +3%
QCG
34
Quadrant Capital Group
Ohio
$3.64M +$507K +18,992 +16%
EFL
35
ERn Financial LLC
Wisconsin
$3.59M -$90.7K -3,395 -2%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$3.13M +$590K +22,079 +23%
SC
37
Savant Capital
Illinois
$3.1M +$3.11M +116,431 New
Invesco
38
Invesco
Georgia
$2.81M
DWA
39
Divergent Wealth Advisors
Utah
$2.7M -$696K -26,057 -20%
LPL Financial
40
LPL Financial
California
$2.31M +$433K +16,198 +23%
BPC
41
Banque Pictet & Cie
Switzerland
$2.07M
PNAA
42
Pictet North America Advisors
Switzerland
$2.07M
PFM
43
Phillips Financial Management
Indiana
$1.86M
FA
44
Fortis Advisors
Pennsylvania
$1.82M +$129K +4,844 +8%
BFPW
45
BOK Financial Private Wealth
Colorado
$1.81M +$23.4K +875 +1%
PAG
46
Private Advisor Group
New Jersey
$1.81M +$976K +36,527 +117%
GLA
47
Great Lakes Advisors
Illinois
$1.73M +$466K +17,433 +37%
BTS
48
BB&T Securities
Virginia
$1.7M +$40.5K +1,516 +2%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$1.4M +$139K +5,218 +11%
TL
50
TrueWealth LLC
Georgia
$1.37M +$58K +2,170 +4%

REET Hedge Fund Activity: Q2 2019 in Review

134 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2019, worth a combined $548M — down 22% from $704M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new REET positions and 10 closed out — a net gain of 16 holders — while 59 added to existing stakes and 27 trimmed.

The largest buyer was People's United Financial, opening a new position worth an estimated $12.8M. The largest seller was First Command Advisory Services, cutting an estimated $172M.

  • 134 institutional investors held iShares Global REIT ETF (REET) as of Q2 2019, up from 122 in Q1 2019.
  • Funds reported $548M of iShares Global REIT ETF stock for Q2 2019, down 22% quarter-over-quarter.
  • 26 funds opened new iShares Global REIT ETF positions in Q2 2019 and 10 closed out, a net change of +16 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2019 was People's United Financial, an estimated $12.8M added.
  • The largest iShares Global REIT ETF seller in Q2 2019 was First Command Advisory Services, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2019.