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iShares Global REIT ETF

266 hedge funds and large institutions have $2.69B invested in iShares Global REIT ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 95 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more capital invested

Capital invested by funds: $1.07B → $2.69B (+$1.61B)

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

34% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 71

11% more funds holding

Funds holding: 240266 (+26)

3.5% more ownership

Funds ownership: 44.56%48.06% (+3.5%)

Holders
266
Holders Change
+26
Holders Change %
+10.83%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
59
Increased
95
Reduced
71
Closed
29
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$11.9M +$471K +21,147 +4%
Asset Management One
27
Asset Management One
Japan
$11.4M +$4.9M +220,000 +78%
LFG
28
Larson Financial Group
Missouri
$10.9M -$1.38M -61,846 -11%
OFG
29
Oxford Financial Group
Indiana
$10.4M +$7.38M +331,019 +261%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$10.4M -$189K -8,498 -2%
BSWM
31
Boston Standard Wealth Management
Massachusetts
$10.1M +$493K +22,126 +5%
CHA
32
Cooper/Haims Advisors
New York
$9.76M +$2.25M +101,013 +31%
GB
33
Gunma Bank
Japan
$9.54M
SAG
34
SageView Advisory Group
California
$9.53M +$9.35M +419,482 New
S
35
SimplyRich
California
$9.34M +$135K +6,049 +1%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$9.19M +$429K +19,233 +5%
BOPW
37
Brandywine Oak Private Wealth
Pennsylvania
$8.79M +$474K +21,264 +6%
Creative Planning
38
Creative Planning
Kansas
$8.59M +$5.9M +264,658 +233%
Cerity Partners
39
Cerity Partners
New York
$8.04M +$3.92M +175,923 +99%
Ameriprise
40
Ameriprise
Minnesota
$7.84M +$535K +24,018 +7%
DPI
41
Diversified Portfolios Inc
Michigan
$6.94M +$4.48M +201,048 +193%
RCI
42
RS Crum Inc
California
$6.76M +$5.22M +234,280 +369%
WPW
43
Waldron Private Wealth
Pennsylvania
$6.59M
FWP
44
FAS Wealth Partners
Kansas
$6.49M +$154K +6,892 +2%
OPWM
45
Oakwell Private Wealth Management
Texas
$6.31M +$502K +22,508 +9%
Bank Julius Baer & Co
46
Bank Julius Baer & Co
Switzerland
$6.28M +$97.2K +4,360 +2%
MBFW
47
Morton Brown Family Wealth
Pennsylvania
$6.13M -$652K -29,254 -10%
AAS
48
Ameritas Advisory Services
Nebraska
$6.04M -$2.82M -126,545 -32%
B
49
Bailard
California
$6.03M -$17.4K -780 -0.3%
UBS Group
50
UBS Group
Switzerland
$5.92M +$4.1M +183,698 +238%

REET Hedge Fund Activity: Q4 2022 in Review

266 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2022, worth a combined $2.69B — up 150% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new REET positions and 29 closed out — a net gain of 30 holders — while 95 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $43.3M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $6.25M sold.

  • 266 institutional investors held iShares Global REIT ETF (REET) as of Q4 2022, up from 240 in Q3 2022.
  • Funds reported $2.69B of iShares Global REIT ETF stock for Q4 2022, up 150% quarter-over-quarter.
  • 59 funds opened new iShares Global REIT ETF positions in Q4 2022 and 29 closed out, a net change of +30 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2022 was BlackRock, an estimated $43.3M added.
  • The largest iShares Global REIT ETF seller in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $6.25M sold.

Based on aggregated 13F filings for Q4 2022.