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iShares Global REIT ETF

259 hedge funds and large institutions have $1.61B invested in iShares Global REIT ETF in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 22

114% more funds holding in top 10

Funds holding in top 10: 715 (+8)

29% more capital invested

Capital invested by funds: $1.25B → $1.61B (+$360M)

19% more funds holding

Funds holding: 218259 (+41)

12% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 73

4.44% more ownership

Funds ownership: 39.81%44.24% (+4.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $257K

Holders
259
Holders Change
+41
Holders Change %
+18.81%
% of All Funds
3.99%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.23%
New
68
Increased
82
Reduced
73
Closed
22
Calls
Puts
$257K
Net Calls
-$257K
Net Calls Change
-$277K
Name Holding Trade Value Shares
Change
Change in
Stake
KFAA
26
Klaas Financial Asset Advisors
Illinois
$14.8M +$413K +14,115 +3%
LFG
27
Larson Financial Group
Missouri
$13.7M +$1.05M +35,831 +9%
Allianz Asset Management
28
Allianz Asset Management
Germany
$13.4M
Asset Management One
29
Asset Management One
Japan
$12.5M +$877K +30,000 +8%
Goldman Sachs
30
Goldman Sachs
New York
$12.5M -$1.76M -60,364 -13%
BSWM
31
Boston Standard Wealth Management
Massachusetts
$12.5M +$5.26K +180 +0%
S
32
SimplyRich
California
$12.4M +$422K +14,447 +4%
AAS
33
Ameritas Advisory Services
Nebraska
$12.4M +$11.8M +404,525 New
PSUF
34
People's United Financial
Connecticut
$12M -$5.18M -177,334 -31%
SIS
35
SVB Investment Services
Utah
$10.6M +$2.48M +84,969 +32%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$10.4M -$1.64K -56 -0%
WPW
37
Waldron Private Wealth
Pennsylvania
$9.81M +$639K +21,849 +7%
VIP
38
Viewpoint Investment Partners
Alberta, Canada
$9.55M -$199K -6,800 -2%
MBFW
39
Morton Brown Family Wealth
Pennsylvania
$9M +$8.59M +294,026 New
UCFA
40
United Capital Financial Advisors
Texas
$8.47M -$23K -786 -0.3%
Ameriprise
41
Ameriprise
Minnesota
$8.36M +$447K +15,284 +6%
APA
42
American Portfolios Advisors
New York
$8.35M -$206K -7,045 -3%
B
43
Bailard
California
$7.63M -$70.8K -2,421 -1%
BOPW
44
Brandywine Oak Private Wealth
Pennsylvania
$7.62M -$184K -6,290 -2%
OPWM
45
Oakwell Private Wealth Management
Texas
$7.59M +$297K +10,146 +4%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$7.53M +$1.5M +51,316 +24%
UBS Group
47
UBS Group
Switzerland
$6.83M +$144K +4,914 +2%
CF
48
Corrigan Financial
Rhode Island
$6.45M -$37.5K -1,282 -0.6%
GLA
49
Great Lakes Advisors
Illinois
$6.26M -$50.1K -1,715 -0.8%
WWM
50
Wiser Wealth Management
Georgia
$6.14M +$365K +12,494 +7%

REET Hedge Fund Activity: Q4 2021 in Review

259 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2021, worth a combined $1.61B — up 29% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new REET positions and 22 closed out — a net gain of 46 holders — while 82 added to existing stakes and 73 trimmed.

The largest buyer was BlackRock, adding an estimated $73.5M. The largest seller was JP Morgan Chase, cutting an estimated $24.4M.

  • 259 institutional investors held iShares Global REIT ETF (REET) as of Q4 2021, up from 218 in Q3 2021.
  • Funds reported $1.61B of iShares Global REIT ETF stock for Q4 2021, up 29% quarter-over-quarter.
  • 68 funds opened new iShares Global REIT ETF positions in Q4 2021 and 22 closed out, a net change of +46 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2021 was BlackRock, an estimated $73.5M added.
  • The largest iShares Global REIT ETF seller in Q4 2021 was JP Morgan Chase, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2021.