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iShares Global REIT ETF

208 hedge funds and large institutions have $1.29B invested in iShares Global REIT ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 87 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

38% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 63

24% more capital invested

Capital invested by funds: $1.04B → $1.29B (+$251M)

2% more funds holding

Funds holding: 203208 (+5)

2.32% more ownership

Funds ownership: 37.32%39.65% (+2.3%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
23
Increased
87
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$12.5M +$2.94M +107,746 +31%
Asset Management One
27
Asset Management One
Japan
$12M +$738K +27,000 +7%
BSWM
28
Boston Standard Wealth Management
Massachusetts
$11.3M +$230K +8,402 +2%
LFG
29
Larson Financial Group
Missouri
$10.8M +$927K +33,931 +10%
Fidelity International
30
Fidelity International
Bermuda
$10.6M +$10.4M +381,083 New
UBS Group
31
UBS Group
Switzerland
$10.4M +$782K +28,639 +8%
SMDAM
32
Sumitomo Mitsui DS Asset Management
Japan
$10.2M +$754K +27,594 +8%
PP
33
PDS Planning
Ohio
$10M +$2.18M +79,692 +28%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$9.34M -$547K -20,013 -6%
Jane Street
35
Jane Street
New York
$8.98M +$8.57M +313,623 +3,015%
WPW
36
Waldron Private Wealth
Pennsylvania
$8.25M -$131K -4,786 -2%
UCFA
37
United Capital Financial Advisors
Texas
$7.87M -$87.3K -3,194 -1%
APA
38
American Portfolios Advisors
New York
$7.4M +$929K +34,008 +15%
SIS
39
SVB Investment Services
Utah
$7.39M +$1.29M +47,206 +22%
Ameriprise
40
Ameriprise
Minnesota
$7.28M +$96.9K +3,547 +1%
BOPW
41
Brandywine Oak Private Wealth
Pennsylvania
$6.93M +$2.33M +85,360 +52%
B
42
Bailard
California
$6.88M +$167K +6,128 +3%
HT
43
HAP Trading
New York
$6.43M +$6.34M +232,124 New
AC
44
Avestar Capital
New York
$5.91M +$1.51M +55,320 +35%
CF
45
Corrigan Financial
Rhode Island
$5.86M +$19.8K +724 +0.3%
GLA
46
Great Lakes Advisors
Illinois
$5.67M +$312K +11,422 +6%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$4.96M +$1.01M +36,952 +27%
WWM
48
Wiser Wealth Management
Georgia
$4.76M +$316K +11,557 +7%
VIP
49
Viewpoint Investment Partners
Alberta, Canada
$4.7M -$399K -14,600 -8%
OFG
50
Oxford Financial Group
Indiana
$4.62M +$25.4K +930 +0.6%

REET Hedge Fund Activity: Q2 2021 in Review

208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2021, worth a combined $1.29B — up 24% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new REET positions and 16 closed out — a net gain of 7 holders — while 87 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $67M. The largest seller was M&T Bank, cutting an estimated $24.4M.

  • 208 institutional investors held iShares Global REIT ETF (REET) as of Q2 2021, up from 203 in Q1 2021.
  • Funds reported $1.29B of iShares Global REIT ETF stock for Q2 2021, up 24% quarter-over-quarter.
  • 23 funds opened new iShares Global REIT ETF positions in Q2 2021 and 16 closed out, a net change of +7 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2021 was Morgan Stanley, an estimated $67M added.
  • The largest iShares Global REIT ETF seller in Q2 2021 was M&T Bank, an estimated $24.4M sold.

Based on aggregated 13F filings for Q2 2021.