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iShares Global REIT ETF

259 hedge funds and large institutions have $1.61B invested in iShares Global REIT ETF in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 22

114% more funds holding in top 10

Funds holding in top 10: 715 (+8)

29% more capital invested

Capital invested by funds: $1.25B → $1.61B (+$360M)

19% more funds holding

Funds holding: 218259 (+41)

12% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 73

4.44% more ownership

Funds ownership: 39.81%44.24% (+4.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $257K

Holders
259
Holders Change
+41
Holders Change %
+18.81%
% of All Funds
3.99%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.23%
New
68
Increased
82
Reduced
73
Closed
22
Calls
Puts
$257K
Net Calls
-$257K
Net Calls Change
-$277K
Name Holding Trade Value Shares
Change
Change in
Stake
EAMA
101
EFG Asset Management (Americas)
Florida
$1.21M -$19.9K -682 -2%
Cerity Partners
102
Cerity Partners
New York
$1.2M +$1.14M +39,071 New
Renaissance Technologies
103
Renaissance Technologies
New York
$1.19M +$681K +23,300 +149%
MFC
104
Morris Financial Concepts
South Carolina
$1.14M +$1.09M +37,369 New
RFN
105
RDA Financial Network
Iowa
$1.1M +$1.05M +35,790 New
AWM
106
AE Wealth Management
Kansas
$1.06M +$314K +10,732 +45%
CPA
107
Capital Performance Advisors
California
$1.05M +$1.11M +38,013 New
LSAG
108
Lake Street Advisors Group
New Hampshire
$1.05M +$1M +34,244 New
FAIM
109
Financial Advocates Investment Management
Washington
$1.02M +$159K +5,431 +23%
RWA
110
Redmont Wealth Advisors
Illinois
$1M +$956K +32,710 New
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$1M
TLFA
112
True Link Financial Advisors
California
$945K
GCM
113
Goldstream Capital Management
Hong Kong
$936K +$894K +30,582 New
AA
114
Advisory Alpha
Michigan
$912K -$657K -22,465 -43%
DAS
115
Dynamic Advisor Solutions
Arizona
$905K -$82.7K -2,830 -9%
MA
116
MAS Advisors
Florida
$901K +$863K +29,536 New
TCWA
117
Ten Capital Wealth Advisors
Washington
$885K +$190K +6,487 +29%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$855K -$40.3K -1,378 -5%
MWM
119
Modera Wealth Management
New Jersey
$838K +$12.3K +422 +2%
PFO
120
Pathstone Family Office
New Jersey
$778K +$742K +25,395 New
WP
121
WealthPLAN Partners
Nebraska
$742K -$2.92K -100 -0.4%
CI Investments Inc
122
CI Investments Inc
Ontario, Canada
$727K -$24.8K -848 -3%
CA
123
Cetera Advisors
Colorado
$724K -$74.4K -2,546 -10%
FMN
124
Financial Management Network
California
$721K -$124K -4,227 -15%
CPIG
125
Chicago Partners Investment Group
Illinois
$689K +$10.6K +364 +1%

REET Hedge Fund Activity: Q4 2021 in Review

259 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2021, worth a combined $1.61B — up 29% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new REET positions and 22 closed out — a net gain of 46 holders — while 82 added to existing stakes and 73 trimmed.

The largest buyer was BlackRock, adding an estimated $73.5M. The largest seller was JP Morgan Chase, cutting an estimated $24.4M.

  • 259 institutional investors held iShares Global REIT ETF (REET) as of Q4 2021, up from 218 in Q3 2021.
  • Funds reported $1.61B of iShares Global REIT ETF stock for Q4 2021, up 29% quarter-over-quarter.
  • 68 funds opened new iShares Global REIT ETF positions in Q4 2021 and 22 closed out, a net change of +46 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2021 was BlackRock, an estimated $73.5M added.
  • The largest iShares Global REIT ETF seller in Q4 2021 was JP Morgan Chase, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2021.