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iShares Global REIT ETF
REET

274 hedge funds and large institutions have $1.91B invested in iShares Global REIT ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 97 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

32% more call options, than puts

Call options by funds: $147K | Put options by funds: $111K

27% more capital invested

Capital invested by funds: $1.51B → $1.91B (+$409M)

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

10% more funds holding

Funds holding: 248 → 274 (+26)

3.71% more ownership

Funds ownership: 51.55% → 55.26% (+3.7%)

2% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 95

Holders
274
Holders Change
+26
Holders Change %
+10.48%
% of All Funds
3.99%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
50
Increased
97
Reduced
95
Closed
21
Calls
$147K
Puts
$111K
Net Calls
+$36K
Net Calls Change
+$318K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$86.3M
2
OFG
Oxford Financial Group
Indiana
+$50.2M
3
HIG
Heritage Investment Group
Florida
+$28.4M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
+$24.2M
5
SAG
SageView Advisory Group
California
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$34.3M
2
Jane Street
Jane Street
New York
-$15.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.55M
4
CFA
Capstone Financial Advisors
Illinois
-$8.04M
5
CAN
Cetera Advisor Networks
California
-$5.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$2.87M +$2.6M +118,760 New
HW
77
Hancock Whitney
Mississippi
$2.84M +$2M +91,327 +349%
SHFA
78
SC&H Financial Advisors
Maryland
$2.78M +$390K +17,837 +18%
MWM
79
Merriman Wealth Management
Washington
$2.77M +$1.85M +84,578 +282%
IG
80
ING Group
Netherlands
$2.7M – – –
BF
81
Brooklyn FI
New York
$2.69M -$881K -40,280 -27%
AWA
82
Arete Wealth Advisors
Illinois
$2.66M +$190K +8,690 +9%
FWP
83
FAS Wealth Partners
Kansas
$2.65M +$138K +6,316 +6%
RJFSA
84
Raymond James Financial Services Advisors
Florida
$2.5M -$268K -12,262 -11%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$2.44M -$653K -29,837 -23%
BAAM
86
Baker Avenue Asset Management
California
$2.4M +$215K +9,810 +11%
NRWA
87
North Ridge Wealth Advisors
Oregon
$2.22M +$31.7K +1,448 +2%
Mitsubishi UFJ Asset Management
88
Mitsubishi UFJ Asset Management
Japan
$2.18M -$72.1K -3,296 -3%
COPPSERS
89
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.1M +$1.9M +87,015 New
CFO
90
Collective Family Office
Pennsylvania
$2.09M -$399K -18,220 -17%
JWA
91
JFS Wealth Advisors
Pennsylvania
$2.02M -$33.5K -1,530 -2%
CFO
92
Callan Family Office
Pennsylvania
$1.98M +$107K +4,902 +6%
AL
93
Aspiriant LLC
California
$1.82M -$160K -7,320 -9%
SMFG
94
Sumitomo Mitsui Financial Group
Japan
$1.77M +$191K +8,713 +14%
EWA
95
Exencial Wealth Advisors
Oklahoma
$1.65M +$118K +5,379 +9%
Osaic Holdings
96
Osaic Holdings
Arizona
$1.58M -$997K -45,564 -41%
NRI
97
NFP Retirement Inc
California
$1.5M +$233K +10,674 +21%
TFA
98
TPG Financial Advisors
Oregon
$1.44M +$1.31M +59,762 New
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$1.43M -$215K -9,840 -14%
PWMG
100
Private Wealth Management Group
New Jersey
$1.42M +$1.29M +58,777 New
2 3
4
5 6

REET Hedge Fund Activity: Q4 2023 in Review

274 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2023, worth a combined $1.91B — up 27% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new REET positions and 21 closed out — a net gain of 29 holders — while 97 added to existing stakes and 95 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $86.3M. The largest seller was BlackRock, cutting an estimated $34.3M.

  • 274 institutional investors held iShares Global REIT ETF (REET) as of Q4 2023, up from 248 in Q3 2023.
  • Funds reported $1.91B of iShares Global REIT ETF stock for Q4 2023, up 27% quarter-over-quarter.
  • 50 funds opened new iShares Global REIT ETF positions in Q4 2023 and 21 closed out, a net change of +29 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2023 was Morgan Stanley, an estimated $86.3M added.
  • The largest iShares Global REIT ETF seller in Q4 2023 was BlackRock, an estimated $34.3M sold.

Based on aggregated 13F filings for Q4 2023.