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iShares Global REIT ETF
REET

168 hedge funds and large institutions have $682M invested in iShares Global REIT ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 45 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 45

12% more capital invested

Capital invested by funds: $608M → $682M (+$74.2M)

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

9.82% more ownership

Funds ownership: 30.92% → 40.74% (+9.8%)

1% less funds holding

Funds holding: 169 → 168 (-1)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

Holders
168
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
3.7%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
39
Increased
64
Reduced
45
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
+$117M
2
Wells Fargo
Wells Fargo
California
+$113M
3
CFA
Capstone Financial Advisors
Illinois
+$24.3M
4
FFA
First Foundation Advisors
California
+$22.3M
5
GB
Gunma Bank
Japan
+$16.9M

Top Sellers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
-$19.5M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$6.11M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.07M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$4.06M
5
Asset Management One
Asset Management One
Japan
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$5.21M +$1.87M +73,155 +37%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$4.94M -$698K -27,383 -10%
MD
28
Money Design
Japan
$4.76M +$6.34M +248,408 New
GLA
29
Great Lakes Advisors
Illinois
$4.58M +$4.06M +159,214 +200%
QCG
30
Quadrant Capital Group
Ohio
$4.54M +$199K +7,802 +3%
Ameriprise
31
Ameriprise
Minnesota
$4.52M -$2.79M -109,382 -32%
Asset Management One
32
Asset Management One
Japan
$4.41M -$3.76M -147,600 -39%
FTI
33
Fiduciary Trust International
Massachusetts
$4.38M +$5.83M +228,749 New
RPSA
34
Richard P. Slaughter Associates
Texas
$3.98M +$70.4K +2,760 +1%
RTC
35
Riverview Trust Company
Washington
$3.52M -$515K -20,202 -10%
HCA
36
Heck Capital Advisors
Wisconsin
$3.39M +$4.51M +177,008 New
Barclays
37
Barclays
United Kingdom
$3.06M +$4.08M +160,000 New
VOYA Investment Management
38
VOYA Investment Management
Georgia
$2.9M -$1.72M -67,421 -31%
CSM
39
CAMG Solamere Management
North Carolina
$2.79M +$158K +6,195 +4%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$2.78M -$1.88M -73,800 -34%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.68M -$318K -12,451 -8%
EFL
42
ERn Financial LLC
Wisconsin
$2.5M +$63.2K +2,479 +2%
SIS
43
SVB Investment Services
Utah
$2.47M -$1.34M -52,704 -29%
UBS Group
44
UBS Group
Switzerland
$2.36M -$1.18M -46,086 -27%
Creative Planning
45
Creative Planning
Kansas
$2.31M +$2.61M +102,514 +564%
APA
46
American Portfolios Advisors
New York
$2.28M +$3.04M +119,246 New
LPL Financial
47
LPL Financial
California
$2.23M +$401K +15,743 +16%
Invesco
48
Invesco
Georgia
$2.22M +$147K +5,760 +5%
PFM
49
Phillips Financial Management
Indiana
$2.13M – – –
HFA
50
Huber Financial Advisors
Illinois
$2.02M +$1.02M +40,069 +62%
1
2
3 4 5

REET Hedge Fund Activity: Q1 2020 in Review

168 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2020, worth a combined $682M — up 12% from $608M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new REET positions and 35 closed out — a net gain of 4 holders — while 64 added to existing stakes and 45 trimmed.

The largest buyer was M&T Bank, opening a new position worth an estimated $117M. The largest seller was FormulaFolio Investments, cutting an estimated $19.5M.

  • 168 institutional investors held iShares Global REIT ETF (REET) as of Q1 2020, down from 169 in Q4 2019.
  • Funds reported $682M of iShares Global REIT ETF stock for Q1 2020, up 12% quarter-over-quarter.
  • 39 funds opened new iShares Global REIT ETF positions in Q1 2020 and 35 closed out, a net change of +4 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2020 was M&T Bank, an estimated $117M added.
  • The largest iShares Global REIT ETF seller in Q1 2020 was FormulaFolio Investments, an estimated $19.5M sold.

Based on aggregated 13F filings for Q1 2020.