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iShares Global REIT ETF

203 hedge funds and large institutions have $1.04B invested in iShares Global REIT ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 47

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

20% more capital invested

Capital invested by funds: $870M → $1.04B (+$173M)

6% more funds holding

Funds holding: 191203 (+12)

1.93% more ownership

Funds ownership: 35.39%37.32% (+1.9%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
203
Holders Change
+12
Holders Change %
+6.28%
% of All Funds
3.56%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
37
Increased
90
Reduced
47
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
101
Financial Advocates Investment Management
Washington
$591K -$148 -6 -0%
V
102
Veritable
Delaware
$562K +$25.7K +1,041 +5%
OIA
103
OneDigital Investment Advisors
Kansas
$555K +$55.3K +2,241 +11%
CA
104
Continuum Advisory
Idaho
$534K -$39.3K -1,590 -7%
FMN
105
Financial Management Network
California
$532K +$75.5K +3,057 +19%
1WA
106
180 Wealth Advisors
Washington
$519K -$29.8K -1,206 -6%
TI
107
Truepoint Inc
Ohio
$507K +$49.7K +2,014 +11%
CPWM
108
Cardinal Point Wealth Management
California
$479K +$67.9K +2,750 +17%
US Bancorp
109
US Bancorp
Minnesota
$470K -$32.1K -1,300 -7%
CL
110
CPWM LLC
Washington
$463K +$11.5K +465 +3%
Natixis Advisors
111
Natixis Advisors
Massachusetts
$453K +$57.1K +2,313 +15%
PA
112
Parallel Advisors
California
$432K -$7.26K -294 -2%
CAL
113
Capital Analysts LLC
Pennsylvania
$432K +$417K +16,890 +20,107%
WSTAM
114
Wilbanks Smith & Thomas Asset Management
Virginia
$418K
TFM
115
TFC Financial Management
Massachusetts
$411K +$81.5K +3,299 +26%
FIB
116
First Interstate Bancsystem
Montana
$409K +$396K +16,051 New
22CM
117
20/20 Capital Management
California
$400K -$48.2K -1,953 -11%
EA
118
Emerald Advisors
Washington
$395K +$382K +15,487 New
SC
119
Schoolcraft Capital
Colorado
$389K
BHB
120
Bank Hapoalim BM
Israel
$389K
DAS
121
Dynamic Advisor Solutions
Arizona
$385K +$373K +15,124 New
EWF
122
Epstein & White Financial
California
$381K +$9.53K +386 +3%
BC
123
Brio Consultants
California
$375K +$32.7K +1,324 +10%
Prudential Financial
124
Prudential Financial
New Jersey
$367K
HWMA
125
Heritage Wealth Management (Arizona)
Arizona
$362K +$351K +14,216 New

REET Hedge Fund Activity: Q1 2021 in Review

203 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2021, worth a combined $1.04B — up 20% from $870M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new REET positions and 24 closed out — a net gain of 13 holders — while 90 added to existing stakes and 47 trimmed.

The largest buyer was Gradient Investments, adding an estimated $44.3M. The largest seller was People's United Financial, cutting an estimated $4.86M.

  • 203 institutional investors held iShares Global REIT ETF (REET) as of Q1 2021, up from 191 in Q4 2020.
  • Funds reported $1.04B of iShares Global REIT ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 37 funds opened new iShares Global REIT ETF positions in Q1 2021 and 24 closed out, a net change of +13 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2021 was Gradient Investments, an estimated $44.3M added.
  • The largest iShares Global REIT ETF seller in Q1 2021 was People's United Financial, an estimated $4.86M sold.

Based on aggregated 13F filings for Q1 2021.