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iShares Global REIT ETF
REET

64 hedge funds and large institutions have $147M invested in iShares Global REIT ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

33% more funds holding

Funds holding: 48 → 64 (+16)

23% less capital invested

Capital invested by funds: $192M → $147M (-$44.6M)

25.23% less ownership

Funds ownership: 43.37% → 18.14% (-25%)

Holders
64
Holders Change
+16
Holders Change %
+33.33%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
21
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
FDx Advisors
Illinois
+$29.2M
2
BlackRock
BlackRock
New York
+$5.51M
3
BSWM
Boston Standard Wealth Management
Massachusetts
+$4.93M
4
UBS Group
UBS Group
Switzerland
+$4.27M
5
Wells Fargo
Wells Fargo
California
+$3.54M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$94.2M
2
Jane Street
Jane Street
New York
-$9.12M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$3.23M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$927K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$863K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$18K -$6.45K -250 -26%
OIA
52
OneDigital Investment Advisors
Kansas
$18K +$18.3K +708 New
FRA
53
Front Row Advisors
California
$17K +$17K +660 New
OWA
54
One Wealth Advisors
California
$14K +$14.1K +547 New
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K +$3.87K +150 +66%
TFS
56
TrustCore Financial Services
Tennessee
$5K +$5.16K +200 New
ASN
57
Advisory Services Network
Georgia
$3K +$3.43K +133 New
SWA
58
Sutton Wealth Advisors
Florida
$2.56K +$77 +3 +3%
GRP
59
Global Retirement Partners
California
$2K -$3.25K -126 -68%
WCM
60
Whitener Capital Management
North Carolina
$2K +$2.92K +113 New
MPWT
61
MassMutual Private Wealth & Trust
Connecticut
$1.17K – – –
Fiera Capital (Canada)
62
Fiera Capital (Canada)
Quebec, Canada
– -$3.23M -126,156 Closed
OMC
63
Old Mission Capital
Illinois
– -$685K -26,757 Closed
Prudential Financial
64
Prudential Financial
New Jersey
– -$294K -11,500 Closed
CL
65
CPWM LLC
Washington
– -$253K -9,920 Closed
HSBC Holdings
66
HSBC Holdings
United Kingdom
– -$206K -8,033 Closed
GWM
67
Geneos Wealth Management
Colorado
– -$8K -350 Closed
WAP
68
Wealthcare Advisory Partners
Pennsylvania
– -$5K -196 Closed
SP
69
SWS Partners
Ohio
– +$26 +1 New
1 2
3

REET Hedge Fund Activity: Q4 2017 in Review

64 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2017, worth a combined $147M — down 23% from $192M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new REET positions and 7 closed out — a net gain of 16 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was FDx Advisors, opening a new position worth an estimated $29.2M. The largest seller was Raymond James & Associates, cutting an estimated $94.2M.

  • 64 institutional investors held iShares Global REIT ETF (REET) as of Q4 2017, up from 48 in Q3 2017.
  • Funds reported $147M of iShares Global REIT ETF stock for Q4 2017, down 23% quarter-over-quarter.
  • 23 funds opened new iShares Global REIT ETF positions in Q4 2017 and 7 closed out, a net change of +16 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2017 was FDx Advisors, an estimated $29.2M added.
  • The largest iShares Global REIT ETF seller in Q4 2017 was Raymond James & Associates, an estimated $94.2M sold.

Based on aggregated 13F filings for Q4 2017.