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iShares Global REIT ETF
REET

191 hedge funds and large institutions have $870M invested in iShares Global REIT ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

13% more capital invested

Capital invested by funds: $773M → $870M (+$96.7M)

10% more funds holding

Funds holding: 173 → 191 (+18)

1.8% less ownership

Funds ownership: 37.2% → 35.39% (-1.8%)

24% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 66

Holders
191
Holders Change
+18
Holders Change %
+10.4%
% of All Funds
3.38%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
37
Increased
50
Reduced
66
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.41M
2
Jane Street
Jane Street
New York
+$3.42M
3
OFG
Oxford Financial Group
Indiana
+$2.82M
4
JWA
JFS Wealth Advisors
Pennsylvania
+$2.52M
5
EDRH
Edmond de Rothschild Holding
Switzerland
+$2.42M

Top Sellers

Rank Fund Capital Flow
1
PCA
Personal Capital Advisors
California
-$13.5M
2
Wells Fargo
Wells Fargo
California
-$8.81M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.07M
4
JP Morgan Chase
JP Morgan Chase
New York
-$5.43M
5
MD
Money Design
Japan
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
26
Larson Financial Group
Missouri
$7.36M +$320K +14,191 +5%
WPW
27
Waldron Private Wealth
Pennsylvania
$7.25M +$389K +17,270 +6%
UCFA
28
United Capital Financial Advisors
Texas
$7.16M -$241K -10,696 -3%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$5.81M +$2.75K +122 +0.1%
B
30
Bailard
California
$5.41M +$383K +16,983 +8%
PP
31
PDS Planning
Ohio
$5.02M +$797K +35,373 +20%
CF
32
Corrigan Financial
Rhode Island
$4.99M -$27.9K -1,238 -0.6%
SIS
33
SVB Investment Services
Utah
$4.81M +$535K +23,757 +13%
Invesco
34
Invesco
Georgia
$4.75M -$372K -16,530 -8%
SFA
35
Sequoia Financial Advisors
Ohio
$4.6M +$1.01M +44,937 +31%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$4.6M +$648K +28,781 +18%
Ameriprise
37
Ameriprise
Minnesota
$4.27M -$88.6K -3,935 -2%
GLA
38
Great Lakes Advisors
Illinois
$4.26M -$281K -12,481 -7%
DWP
39
Destiny Wealth Partners
Florida
$4.15M +$3.9M +173,291 New
Jane Street
40
Jane Street
New York
$4.06M +$3.42M +151,741 +850%
EFL
41
ERn Financial LLC
Wisconsin
$3.95M -$111K -4,921 -3%
OFG
42
Oxford Financial Group
Indiana
$3.91M +$2.82M +124,965 +324%
SLWS
43
Swaine & Leidel Wealth Services
Florida
$3.89M +$570K +25,322 +18%
APA
44
American Portfolios Advisors
New York
$3.78M +$254K +11,258 +8%
WWM
45
Wiser Wealth Management
Georgia
$3.72M +$3.5M +155,411 New
OPWM
46
Oakwell Private Wealth Management
Texas
$3.14M +$2.96M +131,333 New
LPL Financial
47
LPL Financial
California
$3.04M +$150K +6,651 +6%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$2.9M +$1.02M +45,298 +59%
JWA
49
JFS Wealth Advisors
Pennsylvania
$2.75M +$2.52M +111,830 +3,383%
Creative Planning
50
Creative Planning
Kansas
$2.59M -$103K -4,575 -4%
1
2
3 4 5

REET Hedge Fund Activity: Q4 2020 in Review

191 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2020, worth a combined $870M — up 13% from $773M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new REET positions and 16 closed out — a net gain of 21 holders — while 50 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.41M. The largest seller was Personal Capital Advisors, cutting an estimated $13.5M.

  • 191 institutional investors held iShares Global REIT ETF (REET) as of Q4 2020, up from 173 in Q3 2020.
  • Funds reported $870M of iShares Global REIT ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 37 funds opened new iShares Global REIT ETF positions in Q4 2020 and 16 closed out, a net change of +21 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2020 was Morgan Stanley, an estimated $5.41M added.
  • The largest iShares Global REIT ETF seller in Q4 2020 was Personal Capital Advisors, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2020.