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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
FAIM
101
Financial Advocates Investment Management
Washington
$635K -$7.9K -289 -1%
MSFS
102
Main Street Financial Solutions
Pennsylvania
$628K -$42.4K -1,552 -6%
SFA
103
Sequoia Financial Advisors
Ohio
$604K -$6.55M -239,802 -92%
V
104
Veritable
Delaware
$569K -$41.8K -1,531 -7%
1WA
105
180 Wealth Advisors
Washington
$550K +$2.87K +105 +0.5%
EA
106
Emerald Advisors
Washington
$534K +$103K +3,766 +24%
CA
107
Continuum Advisory
Idaho
$531K -$26K -950 -5%
CL
108
CPWM LLC
Washington
$518K +$14.1K +516 +3%
CAL
109
Capital Analysts LLC
Pennsylvania
$516K +$45.2K +1,655 +10%
US Bancorp
110
US Bancorp
Minnesota
$512K
BHB
111
Bank Hapoalim BM
Israel
$511K
OIA
112
OneDigital Investment Advisors
Kansas
$509K -$93.1K -3,407 -16%
WSTAM
113
Wilbanks Smith & Thomas Asset Management
Virginia
$458K +$3.14K +115 +0.7%
TFM
114
TFC Financial Management
Massachusetts
$449K +$1.97K +72 +0.4%
CPWM
115
Cardinal Point Wealth Management
California
$447K -$73.1K -2,675 -14%
FIB
116
First Interstate Bank
Montana
$445K +$439K +16,051 New
AWM
117
AE Wealth Management
Kansas
$431K +$121K +4,440 +40%
SC
118
Schoolcraft Capital
Colorado
$424K
Bank Julius Baer & Co
119
Bank Julius Baer & Co
Switzerland
$422K -$349K -12,758 -46%
22CM
120
20/20 Capital Management
California
$420K -$14.4K -527 -3%
EWF
121
Epstein & White Financial
California
$417K +$4.26K +156 +1%
ASN
122
Advisory Services Network
Georgia
$385K +$32K +1,171 +9%
IA
123
IFP Advisors
Florida
$381K
Natixis Advisors
124
Natixis Advisors
Massachusetts
$379K -$113K -4,133 -23%
BC
125
Brio Consultants
California
$376K -$31.4K -1,148 -8%

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.