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iShares Global REIT ETF

268 hedge funds and large institutions have $1.55B invested in iShares Global REIT ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

44% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 82

3% more funds holding

Funds holding: 259268 (+9)

0.49% more ownership

Funds ownership: 44.24%44.73% (+0.49%)

4% less capital invested

Capital invested by funds: $1.61B → $1.55B (-$60.9M)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
4.23%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
36
Increased
118
Reduced
82
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
26
Sumitomo Mitsui DS Asset Management
Japan
$12.6M +$9.58M +335,557 +351%
MD
27
Money Design
Japan
$12.2M -$4.95M -173,294 -29%
BSWM
28
Boston Standard Wealth Management
Massachusetts
$11.9M -$33.8K -1,184 -0.3%
S
29
SimplyRich
California
$11.8M -$52.9K -1,852 -0.5%
AAS
30
Ameritas Advisory Services
Nebraska
$11.8M -$58.9K -2,061 -0.5%
GI
31
Gradient Investments
Minnesota
$11.3M -$50.8M -1,778,335 -82%
Asset Management One
32
Asset Management One
Japan
$10.9M -$1.03M -36,000 -9%
SIS
33
SVB Investment Services
Utah
$10.8M +$605K +21,183 +6%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$9.61M -$312K -10,926 -3%
WFA
35
Wipfli Financial Advisors
Wisconsin
$8.97M +$8.77M +307,016 New
BOPW
36
Brandywine Oak Private Wealth
Pennsylvania
$8.82M +$1.51M +52,694 +21%
MBFW
37
Morton Brown Family Wealth
Pennsylvania
$8.64M +$49K +1,714 +0.6%
VIP
38
Viewpoint Investment Partners
Alberta, Canada
$8.55M -$934K -32,700 -10%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$8.48M +$677K +23,689 +9%
PSUF
40
People's United Financial
Connecticut
$8.42M -$3M -105,091 -27%
WPW
41
Waldron Private Wealth
Pennsylvania
$8.32M -$1.02M -35,676 -11%
Ameriprise
42
Ameriprise
Minnesota
$8.09M +$112K +3,907 +1%
OPWM
43
Oakwell Private Wealth Management
Texas
$7.62M +$359K +12,581 +5%
CHA
44
Cooper/Haims Advisors
New York
$7.61M +$2.61M +91,225 +54%
UCFA
45
United Capital Financial Advisors
Texas
$7.59M -$483K -16,920 -6%
APA
46
American Portfolios Advisors
New York
$7.51M -$450K -15,761 -6%
B
47
Bailard
California
$7.2M -$80.1K -2,806 -1%
WWM
48
Wiser Wealth Management
Georgia
$6.53M +$658K +23,027 +11%
GB
49
Gunma Bank
Japan
$6.43M +$2.29M +80,000 +57%
QC
50
Quent Capital
New York
$6.37M +$1.64M +57,253 +36%

REET Hedge Fund Activity: Q1 2022 in Review

268 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2022, worth a combined $1.55B — down 3.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new REET positions and 25 closed out — a net gain of 11 holders — while 118 added to existing stakes and 82 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $54.6M. The largest seller was Gradient Investments, cutting an estimated $50.8M.

  • 268 institutional investors held iShares Global REIT ETF (REET) as of Q1 2022, up from 259 in Q4 2021.
  • Funds reported $1.55B of iShares Global REIT ETF stock for Q1 2022, down 3.8% quarter-over-quarter.
  • 36 funds opened new iShares Global REIT ETF positions in Q1 2022 and 25 closed out, a net change of +11 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2022 was HSBC Holdings, an estimated $54.6M added.
  • The largest iShares Global REIT ETF seller in Q1 2022 was Gradient Investments, an estimated $50.8M sold.

Based on aggregated 13F filings for Q1 2022.