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iShares Global REIT ETF

208 hedge funds and large institutions have $1.29B invested in iShares Global REIT ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 87 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

38% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 63

24% more capital invested

Capital invested by funds: $1.04B → $1.29B (+$251M)

2% more funds holding

Funds holding: 203208 (+5)

2.32% more ownership

Funds ownership: 37.32%39.65% (+2.3%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
23
Increased
87
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
76
Quadrant Capital Group
Ohio
$1.42M -$19.2K -701 -1%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$1.41M -$58.2K -2,130 -4%
FFA
78
First Foundation Advisors
California
$1.4M -$115K -4,217 -8%
AWM
79
Altavista Wealth Management
North Carolina
$1.39M -$148K -5,405 -10%
SCM
80
Sterneck Capital Management
Missouri
$1.34M +$14.8K +541 +1%
MWM
81
Merriman Wealth Management
Washington
$1.33M -$26.8K -982 -2%
PAMU
82
Pictet Asset Management (UK)
United Kingdom
$1.33M +$1.31M +48,000 New
Franklin Resources
83
Franklin Resources
California
$1.29M -$738 -27 -0.1%
OPS
84
Orion Portfolio Solutions
Nebraska
$1.15M -$107K -3,907 -9%
WWP
85
Waypoint Wealth Partners
California
$1.14M +$437 +16 +0%
BFEC
86
Benjamin F. Edwards & Company
Missouri
$1.13M -$103K -3,760 -8%
EAMA
87
EFG Asset Management (Americas)
Florida
$1.11M
Osaic Holdings
88
Osaic Holdings
Arizona
$1.1M +$44.1K +1,615 +4%
BCI
89
Brinker Capital Investments
Pennsylvania
$1.05M +$145K +5,311 +16%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$1M
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$896K +$198K +7,235 +29%
TLFA
92
True Link Financial Advisors
California
$856K
CA
93
Cetera Advisors
Colorado
$817K +$23.5K +860 +3%
DAS
94
Dynamic Advisor Solutions
Arizona
$814K +$389K +14,227 +94%
CI Investments Inc
95
CI Investments Inc
Ontario, Canada
$753K -$23.2K -848 -3%
FMN
96
Financial Management Network
California
$743K +$193K +7,052 +36%
WP
97
WealthPLAN Partners
Nebraska
$742K -$32.5K -1,190 -4%
MWM
98
Modera Wealth Management
New Jersey
$718K +$24.8K +908 +4%
CPIG
99
Chicago Partners Investment Group
Illinois
$705K +$24.6K +899 +4%
Renaissance Technologies
100
Renaissance Technologies
New York
$685K +$675K +24,700 New

REET Hedge Fund Activity: Q2 2021 in Review

208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2021, worth a combined $1.29B — up 24% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new REET positions and 16 closed out — a net gain of 7 holders — while 87 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $67M. The largest seller was M&T Bank, cutting an estimated $24.4M.

  • 208 institutional investors held iShares Global REIT ETF (REET) as of Q2 2021, up from 203 in Q1 2021.
  • Funds reported $1.29B of iShares Global REIT ETF stock for Q2 2021, up 24% quarter-over-quarter.
  • 23 funds opened new iShares Global REIT ETF positions in Q2 2021 and 16 closed out, a net change of +7 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2021 was Morgan Stanley, an estimated $67M added.
  • The largest iShares Global REIT ETF seller in Q2 2021 was M&T Bank, an estimated $24.4M sold.

Based on aggregated 13F filings for Q2 2021.