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iShares Global REIT ETF
REET

191 hedge funds and large institutions have $870M invested in iShares Global REIT ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

13% more capital invested

Capital invested by funds: $773M → $870M (+$96.7M)

10% more funds holding

Funds holding: 173 → 191 (+18)

1.8% less ownership

Funds ownership: 37.2% → 35.39% (-1.8%)

24% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 66

Holders
191
Holders Change
+18
Holders Change %
+10.4%
% of All Funds
3.38%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
37
Increased
50
Reduced
66
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.41M
2
Jane Street
Jane Street
New York
+$3.42M
3
OFG
Oxford Financial Group
Indiana
+$2.82M
4
JWA
JFS Wealth Advisors
Pennsylvania
+$2.52M
5
EDRH
Edmond de Rothschild Holding
Switzerland
+$2.42M

Top Sellers

Rank Fund Capital Flow
1
PCA
Personal Capital Advisors
California
-$13.5M
2
Wells Fargo
Wells Fargo
California
-$8.81M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.07M
4
JP Morgan Chase
JP Morgan Chase
New York
-$5.43M
5
MD
Money Design
Japan
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
101
TRUADVICE
Florida
$437K -$64.3K -2,856 -13%
TI
102
Truepoint Inc
Ohio
$428K +$24.9K +1,104 +7%
22CM
103
20/20 Capital Management
California
$427K -$1.52M -67,379 -79%
CL
104
CPWM LLC
Washington
$423K -$33.8K -1,502 -8%
PA
105
Parallel Advisors
California
$413K +$25.3K +1,123 +7%
FMN
106
Financial Management Network
California
$398K +$371K +16,472 New
WSTAM
107
Wilbanks Smith & Thomas Asset Management
Virginia
$392K +$33.7K +1,498 +10%
FIB
108
First Interstate Bank
Montana
$384K – – –
CPWM
109
Cardinal Point Wealth Management
California
$384K +$362K +16,050 New
Natixis Advisors
110
Natixis Advisors
Massachusetts
$371K -$2.16K -96 -0.6%
SC
111
Schoolcraft Capital
Colorado
$366K – – –
BAMG
112
Brand Asset Management Group
Missouri
$358K -$154K -6,816 -31%
HighTower Advisors
113
HighTower Advisors
Illinois
$355K +$112K +4,969 +50%
PFA
114
Professional Financial Advisors
Nebraska
$347K – – –
EWF
115
Epstein & White Financial
California
$346K +$16.6K +736 +5%
Prudential Financial
116
Prudential Financial
New Jersey
$344K – – –
MA
117
Mutual Advisors
Nebraska
$343K +$30.4K +1,349 +10%
ASN
118
Advisory Services Network
Georgia
$330K -$147K -6,525 -32%
IA
119
IFP Advisors
Florida
$328K – – –
BC
120
Brio Consultants
California
$320K +$37.1K +1,648 +14%
BWM
121
Bulltick Wealth Management
Florida
$311K +$293K +13,000 New
TFM
122
TFC Financial Management
Massachusetts
$307K +$65.8K +2,921 +29%
PCA
123
Personal Capital Advisors
California
$290K -$13.5M -599,262 -98%
LCAM
124
London & Capital Asset Management
United Kingdom
$287K – – –
IAN
125
Integrated Advisors Network
Texas
$286K +$1.06K +47 +0.4%
3 4
5
6 7

REET Hedge Fund Activity: Q4 2020 in Review

191 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2020, worth a combined $870M — up 13% from $773M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new REET positions and 16 closed out — a net gain of 21 holders — while 50 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.41M. The largest seller was Personal Capital Advisors, cutting an estimated $13.5M.

  • 191 institutional investors held iShares Global REIT ETF (REET) as of Q4 2020, up from 173 in Q3 2020.
  • Funds reported $870M of iShares Global REIT ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 37 funds opened new iShares Global REIT ETF positions in Q4 2020 and 16 closed out, a net change of +21 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2020 was Morgan Stanley, an estimated $5.41M added.
  • The largest iShares Global REIT ETF seller in Q4 2020 was Personal Capital Advisors, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2020.