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iShares Global REIT ETF

218 hedge funds and large institutions have $1.25B invested in iShares Global REIT ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 64 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

47% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 64

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more funds holding

Funds holding: 208218 (+10)

0.16% more ownership

Funds ownership: 39.65%39.81% (+0.16%)

3% less capital invested

Capital invested by funds: $1.29B → $1.25B (-$42.6M)

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
94
Reduced
64
Closed
10
Calls
$20K
Puts
Net Calls
+$20K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$12.8M +$528K +18,419 +4%
KFAA
27
Klaas Financial Asset Advisors
Illinois
$12.8M +$553K +19,272 +4%
AIC
28
Ameritas Investment Company
Nebraska
$12.7M -$697K -24,308 -5%
Allianz Asset Management
29
Allianz Asset Management
Germany
$12M -$654K -22,800 -5%
LFG
30
Larson Financial Group
Missouri
$11.3M +$592K +20,628 +5%
PP
31
PDS Planning
Ohio
$11.2M +$1.39M +48,498 +13%
BSWM
32
Boston Standard Wealth Management
Massachusetts
$11.2M -$26.4K -920 -0.2%
S
33
SimplyRich
California
$10.7M +$11.2M +390,478 New
Asset Management One
34
Asset Management One
Japan
$10.4M -$1.58M -55,000 -13%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$9.32M +$96.9K +3,378 +1%
VIP
36
Viewpoint Investment Partners
Alberta, Canada
$8.74M +$4.27M +149,000 +88%
WPW
37
Waldron Private Wealth
Pennsylvania
$8.19M +$30K +1,046 +0.4%
APA
38
American Portfolios Advisors
New York
$7.67M +$368K +12,816 +5%
UCFA
39
United Capital Financial Advisors
Texas
$7.61M -$180K -6,289 -2%
SIS
40
SVB Investment Services
Utah
$7.19M -$125K -4,356 -2%
Ameriprise
41
Ameriprise
Minnesota
$7.07M -$139K -4,835 -2%
BOPW
42
Brandywine Oak Private Wealth
Pennsylvania
$6.99M +$162K +5,656 +2%
B
43
Bailard
California
$6.9M +$91.9K +3,205 +1%
OPWM
44
Oakwell Private Wealth Management
Texas
$6.52M +$2.55M +88,957 +60%
GB
45
Gunma Bank
Japan
$6.3M +$3.39M +118,000 +105%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$6.23M +$1.12M +38,958 +22%
UBS Group
47
UBS Group
Switzerland
$5.98M -$4.46M -155,377 -42%
CF
48
Corrigan Financial
Rhode Island
$5.81M +$20.1K +700 +0.3%
GLA
49
Great Lakes Advisors
Illinois
$5.66M +$54.2K +1,888 +0.9%
WWM
50
Wiser Wealth Management
Georgia
$5.15M +$468K +16,316 +10%

REET Hedge Fund Activity: Q3 2021 in Review

218 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2021, worth a combined $1.25B — down 3.3% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new REET positions and 10 closed out — a net gain of 15 holders — while 94 added to existing stakes and 64 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $24.5M. The largest seller was Citigroup, cutting an estimated $149M.

  • 218 institutional investors held iShares Global REIT ETF (REET) as of Q3 2021, up from 208 in Q2 2021.
  • Funds reported $1.25B of iShares Global REIT ETF stock for Q3 2021, down 3.3% quarter-over-quarter.
  • 25 funds opened new iShares Global REIT ETF positions in Q3 2021 and 10 closed out, a net change of +15 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2021 was Bank of Montreal, an estimated $24.5M added.
  • The largest iShares Global REIT ETF seller in Q3 2021 was Citigroup, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2021.