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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
AA
51
Aire Advisors
California
$5.98M +$5.7M +195,036 New
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$5.53M -$24.6K -843 -0.5%
CHA
53
Cooper/Haims Advisors
New York
$5.18M +$2.24M +76,589 +83%
SG Americas Securities
54
SG Americas Securities
New York
$5.11M +$4.88M +167,000 New
QC
55
Quent Capital
New York
$4.92M +$4.7M +160,783 New
EFL
56
ERn Financial LLC
Wisconsin
$4.68M -$12.2K -417 -0.3%
OFG
57
Oxford Financial Group
Indiana
$4.57M -$241K -8,236 -5%
Mitsubishi UFJ Asset Management
58
Mitsubishi UFJ Asset Management
Japan
$4.32M -$19.4M -665,398 -82%
GB
59
Gunma Bank
Japan
$4.29M -$2.63M -90,000 -39%
GBI
60
GP Brinson Investments
Illinois
$4.14M
DWP
61
Destiny Wealth Partners
Florida
$4M +$30.2K +1,034 +0.8%
BA
62
Bivin & Associates
Oklahoma
$3.98M +$3.8M +130,146 New
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$3.61M +$3.45M +117,862 New
LFA
64
Level Financial Advisors
New York
$3.36M +$3.21M +109,875 New
CPP
65
Capasso Planning Partners
South Carolina
$3.29M +$3.14M +107,574 New
FWP
66
FAS Wealth Partners
Kansas
$3.29M +$3.14M +107,460 New
JWA
67
JFS Wealth Advisors
Pennsylvania
$3.21M -$293K -10,007 -9%
AC
68
Apella Capital
Connecticut
$2.96M +$462K +15,816 +20%
SMDAM
69
Sumitomo Mitsui DS Asset Management
Japan
$2.92M
RJFSA
70
Raymond James Financial Services Advisors
Florida
$2.85M +$837K +28,645 +44%
WANY
71
Wealthspire Advisors (New York)
New York
$2.85M +$994 +34 +0%
HT
72
HAP Trading
New York
$2.8M -$1.12M -38,267 -30%
Creative Planning
73
Creative Planning
Kansas
$2.72M -$319K -10,927 -11%
EVM
74
Eaton Vance Management
Massachusetts
$2.67M -$1.48M -50,623 -37%
WWP
75
Waypoint Wealth Partners
California
$2.49M +$1.21M +41,334 +103%

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.