iShares Global REIT ETF
REET
98 hedge funds and large institutions have $471M invested in iShares Global REIT ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 6 closing their positions.
283% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 6
200% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 15
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
20% more funds holding
Funds holding: 82 → 98 (+16)
19% more capital invested
Capital invested by funds: $395M → $471M (+$76.1M)
2.38% more ownership
Funds ownership: 34.92% → 37.3% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$33.5M |
| 2 |
BlackRock
New York
|
+$8.11M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.5M |
| 4 |
AB
AT Bancorp
Dubuque,
Iowa
|
+$5.91M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$2.31M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.97M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.5M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.37M |
| 5 |
AC
Avestar Capital
New York
|
-$1.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJT
101
Raymond James Trust
St. Petersburg,
Florida
| – | -$232K | -9,037 | Closed |
|
102
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$20K | -765 | Closed |
|
103
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -29 | Closed |
|
REET Hedge Fund Activity: Q3 2018 in Review
98 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2018, worth a combined $471M — up 19% from $395M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new REET positions and 6 closed out — a net gain of 17 holders — while 45 added to existing stakes and 15 trimmed.
The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $33.5M. The largest seller was Cornerstone Wealth Management, cutting an estimated $2.31M.
- 98 institutional investors held iShares Global REIT ETF (REET) as of Q3 2018, up from 82 in Q2 2018.
- Funds reported $471M of iShares Global REIT ETF stock for Q3 2018, up 19% quarter-over-quarter.
- 23 funds opened new iShares Global REIT ETF positions in Q3 2018 and 6 closed out, a net change of +17 holders.
- The largest iShares Global REIT ETF buyer in Q3 2018 was FormulaFolio Investments, an estimated $33.5M added.
- The largest iShares Global REIT ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $2.31M sold.
Based on aggregated 13F filings for Q3 2018.