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iShares Global REIT ETF
REET

169 hedge funds and large institutions have $608M invested in iShares Global REIT ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

74% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 38

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

17% more funds holding

Funds holding: 144 → 169 (+25)

11% more capital invested

Capital invested by funds: $546M → $608M (+$62.1M)

0.08% more ownership

Funds ownership: 30.84% → 30.92% (+0.08%)

Holders
169
Holders Change
+25
Holders Change %
+17.36%
% of All Funds
3.33%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.22%
New
41
Increased
66
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PSUF
People's United Financial
Connecticut
+$19.8M
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$7.52M
3
AIC
Ameritas Investment Company
Nebraska
+$6.07M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.92M
5
PCIG
Partners Capital Investment Group
Massachusetts
+$4.34M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$14.8M
2
MWA
MFA Wealth Advisors
Pennsylvania
-$4.23M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$3.76M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.17M
5
Stifel Financial
Stifel Financial
Missouri
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
76
Advisory Services Network
Georgia
$854K +$457K +16,276 +111%
FMT
77
First Mercantile Trust
Tennessee
$818K -$349K -12,429 -30%
WP
78
WealthPLAN Partners
Nebraska
$774K -$7.83K -279 -1%
HR
79
Hayden Royal
North Carolina
$720K -$842 -30 -0.1%
EWA
80
Exencial Wealth Advisors
Oklahoma
$715K +$727K +25,904 New
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$672K – – –
FMC
82
First Merchants Corp
Indiana
$625K -$118K -4,200 -16%
US Bancorp
83
US Bancorp
Minnesota
$582K – – –
RWMH
84
Riverpoint Wealth Management Holdings
Illinois
$572K +$239K +8,533 +70%
NAS
85
Nicolet Advisory Services
Wisconsin
$535K +$544K +19,380 New
AG
86
Advisor Group
Arizona
$534K +$2.3K +82 +0.4%
BC
87
Brio Consultants
California
$526K +$30.1K +1,071 +6%
Creative Planning
88
Creative Planning
Kansas
$502K -$2.78K -99 -0.5%
HI
89
HBK Investments
Texas
$484K +$491K +17,508 New
BAMG
90
Brand Asset Management Group
Missouri
$478K +$283K +10,091 +140%
CAN
91
Cetera Advisor Networks
California
$440K +$26.2K +935 +6%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$428K – – –
PAG
93
Private Advisor Group
New Jersey
$420K -$1.33M -47,525 -76%
CAS
94
Cascadia Advisory Services
Oregon
$420K +$427K +15,222 New
NCM
95
Northwest Capital Management
Oregon
$406K +$412K +14,683 New
HAS
96
HBW Advisory Services
California
$386K -$4.26K -152 -1%
SG Americas Securities
97
SG Americas Securities
New York
$365K – – –
G
98
Gainplan
Michigan
$365K +$371K +13,208 New
MFG
99
MidWestOne Financial Group
Iowa
$361K -$140K -4,997 -28%
MAFM
100
Mid Atlantic Financial Management
Pennsylvania
$348K +$51.5K +1,836 +17%
2 3
4
5 6

REET Hedge Fund Activity: Q4 2019 in Review

169 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2019, worth a combined $608M — up 11% from $546M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new REET positions and 14 closed out — a net gain of 27 holders — while 66 added to existing stakes and 38 trimmed.

The largest buyer was People's United Financial, adding an estimated $19.8M. The largest seller was Allianz Asset Management, cutting an estimated $14.8M.

  • 169 institutional investors held iShares Global REIT ETF (REET) as of Q4 2019, up from 144 in Q3 2019.
  • Funds reported $608M of iShares Global REIT ETF stock for Q4 2019, up 11% quarter-over-quarter.
  • 41 funds opened new iShares Global REIT ETF positions in Q4 2019 and 14 closed out, a net change of +27 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2019 was People's United Financial, an estimated $19.8M added.
  • The largest iShares Global REIT ETF seller in Q4 2019 was Allianz Asset Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2019.