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iShares Global REIT ETF

218 hedge funds and large institutions have $1.25B invested in iShares Global REIT ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 64 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

47% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 64

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more funds holding

Funds holding: 208218 (+10)

0.16% more ownership

Funds ownership: 39.65%39.81% (+0.16%)

3% less capital invested

Capital invested by funds: $1.29B → $1.25B (-$42.6M)

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
94
Reduced
64
Closed
10
Calls
$20K
Puts
Net Calls
+$20K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
101
CI Investments Inc
Ontario, Canada
$675K -$73K -2,544 -9%
AWM
102
AE Wealth Management
Kansas
$659K +$244K +8,502 +55%
FAIM
103
Financial Advocates Investment Management
Washington
$643K +$16.5K +574 +3%
TCWA
104
Ten Capital Wealth Advisors
Washington
$615K +$353K +12,301 +121%
MSFS
105
Main Street Financial Solutions
Pennsylvania
$605K -$16.5K -575 -3%
Wolverine Trading
106
Wolverine Trading
Illinois
$600K +$619K +21,574 New
EA
107
Emerald Advisors
Washington
$599K +$74.5K +2,596 +13%
OPS
108
Orion Portfolio Solutions
Nebraska
$594K -$563K -19,635 -48%
1WA
109
180 Wealth Advisors
Washington
$548K -$6.02K -210 -1%
CAL
110
Capital Analysts LLC
Pennsylvania
$545K +$35.7K +1,246 +7%
PGFC
111
Peapack-Gladstone Financial Corp
New Jersey
$540K +$565K +19,685 New
CA
112
Continuum Advisory
Idaho
$514K -$11.9K -415 -2%
CL
113
CPWM LLC
Washington
$512K +$430 +15 +0.1%
US Bancorp
114
US Bancorp
Minnesota
$506K
BHB
115
Bank Hapoalim BM
Israel
$505K
OIA
116
OneDigital Investment Advisors
Kansas
$479K -$25.2K -877 -5%
WSTAM
117
Wilbanks Smith & Thomas Asset Management
Virginia
$474K +$22.4K +780 +5%
TFM
118
TFC Financial Management
Massachusetts
$444K
FIB
119
First Interstate Bank
Montana
$440K
Renaissance Technologies
120
Renaissance Technologies
New York
$428K -$261K -9,100 -37%
Natixis Advisors
121
Natixis Advisors
Massachusetts
$426K +$53.8K +1,876 +14%
Bank Julius Baer & Co
122
Bank Julius Baer & Co
Switzerland
$413K -$3.99K -139 -0.9%
CPWM
123
Cardinal Point Wealth Management
California
$396K -$48K -1,675 -10%
MML Investors Services
124
MML Investors Services
Massachusetts
$395K +$110K +3,824 +36%
IA
125
IFP Advisors
Florida
$384K +$6.17K +215 +2%

REET Hedge Fund Activity: Q3 2021 in Review

218 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2021, worth a combined $1.25B — down 3.3% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new REET positions and 10 closed out — a net gain of 15 holders — while 94 added to existing stakes and 64 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $24.5M. The largest seller was Citigroup, cutting an estimated $149M.

  • 218 institutional investors held iShares Global REIT ETF (REET) as of Q3 2021, up from 208 in Q2 2021.
  • Funds reported $1.25B of iShares Global REIT ETF stock for Q3 2021, down 3.3% quarter-over-quarter.
  • 25 funds opened new iShares Global REIT ETF positions in Q3 2021 and 10 closed out, a net change of +15 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2021 was Bank of Montreal, an estimated $24.5M added.
  • The largest iShares Global REIT ETF seller in Q3 2021 was Citigroup, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2021.