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iShares Global REIT ETF
REET

173 hedge funds and large institutions have $773M invested in iShares Global REIT ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

25% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 51

8% more capital invested

Capital invested by funds: $719M → $773M (+$54.1M)

2% more funds holding

Funds holding: 169 → 173 (+4)

1.06% less ownership

Funds ownership: 38.26% → 37.2% (-1.1%)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
3.49%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
30
Increased
64
Reduced
51
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$48M
2
JP Morgan Chase
JP Morgan Chase
New York
+$18.7M
3
PCA
Personal Capital Advisors
California
+$13.1M
4
Morgan Stanley
Morgan Stanley
New York
+$11.2M
5
WPW
Waldron Private Wealth
Pennsylvania
+$6.11M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$16.2M
2
LFG
Larson Financial Group
Missouri
-$5.04M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
-$4.35M
4
RPSA
Richard P. Slaughter Associates
Texas
-$3.86M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$3.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
V
76
Veritable
Delaware
$676K +$55.3K +2,584 +9%
WP
77
WealthPLAN Partners
Nebraska
$667K -$32.1K -1,502 -5%
NGA
78
Naples Global Advisors
Florida
$602K +$612K +28,610 New
Bank Julius Baer & Co
79
Bank Julius Baer & Co
Switzerland
$595K -$379K -17,724 -39%
CA
80
Cetera Advisors
Colorado
$579K -$29.4K -1,377 -5%
CPIG
81
Chicago Partners Investment Group
Illinois
$537K -$429K -20,062 -44%
FAIM
82
Financial Advocates Investment Management
Washington
$537K -$9.84K -460 -2%
CA
83
Continuum Advisory
Idaho
$516K -$26.7K -1,249 -5%
T
84
TRUADVICE
Florida
$461K +$453K +21,165 New
FAM
85
Formidable Asset Management
Ohio
$461K +$466K +21,788 New
BAMG
86
Brand Asset Management Group
Missouri
$458K -$641K -29,980 -58%
NCM
87
Northwest Capital Management
Oregon
$439K – – –
EWA
88
Exencial Wealth Advisors
Oklahoma
$438K -$170K -7,937 -28%
1WA
89
180 Wealth Advisors
Washington
$437K +$6.5K +304 +1%
ASN
90
Advisory Services Network
Georgia
$428K -$167K -7,819 -28%
FTUS
91
Flow Traders U.S.
New York
$428K +$435K +20,365 New
US Bancorp
92
US Bancorp
Minnesota
$404K – – –
CL
93
CPWM LLC
Washington
$404K +$10.1K +471 +3%
Jane Street
94
Jane Street
New York
$375K -$2.3M -107,639 -86%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$355K – – –
TI
96
Truepoint Inc
Ohio
$353K +$31K +1,450 +9%
PA
97
Parallel Advisors
California
$339K +$208K +9,727 +152%
FIB
98
First Interstate Bank
Montana
$338K – – –
MWM
99
Modera Wealth Management
New Jersey
$332K – – –
Natixis Advisors
100
Natixis Advisors
Massachusetts
$328K +$5.45K +255 +2%
2 3
4
5 6

REET Hedge Fund Activity: Q3 2020 in Review

173 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2020, worth a combined $773M — up 7.5% from $719M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new REET positions and 22 closed out — a net gain of 8 holders — while 64 added to existing stakes and 51 trimmed.

The largest buyer was Citigroup, adding an estimated $48M. The largest seller was Wells Fargo, cutting an estimated $16.2M.

  • 173 institutional investors held iShares Global REIT ETF (REET) as of Q3 2020, up from 169 in Q2 2020.
  • Funds reported $773M of iShares Global REIT ETF stock for Q3 2020, up 7.5% quarter-over-quarter.
  • 30 funds opened new iShares Global REIT ETF positions in Q3 2020 and 22 closed out, a net change of +8 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2020 was Citigroup, an estimated $48M added.
  • The largest iShares Global REIT ETF seller in Q3 2020 was Wells Fargo, an estimated $16.2M sold.

Based on aggregated 13F filings for Q3 2020.