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iShares Global REIT ETF
REET

134 hedge funds and large institutions have $548M invested in iShares Global REIT ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

119% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 27

10% more funds holding

Funds holding: 122 → 134 (+12)

7.12% less ownership

Funds ownership: 41.73% → 34.61% (-7.1%)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

22% less capital invested

Capital invested by funds: $704M → $548M (-$155M)

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.91%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
26
Increased
59
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PSUF
People's United Financial
Connecticut
+$12.8M
2
Jane Street
Jane Street
New York
+$6.22M
3
Wells Fargo
Wells Fargo
California
+$6.1M
4
B
Bailard
California
+$5.11M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$4.94M

Top Sellers

Rank Fund Capital Flow
1
FCAS
First Command Advisory Services
Texas
-$172M
2
FA
FDx Advisors
Illinois
-$18.6M
3
AIC
Ameritas Investment Company
Nebraska
-$8.1M
4
BlackRock
BlackRock
New York
-$6.53M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$3.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
126
MUFG Americas
New York
$6K – – –
WCM
127
Whitener Capital Management
North Carolina
$5K +$481 +18 +9%
LWA
128
Lowe Wealth Advisors
Maryland
$3K – – –
MSFP
129
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
GWMIA
130
Global Wealth Management Investment Advisory
Florida
$3K +$2.65K +99 New
SWA
131
Sutton Wealth Advisors
Florida
$2.93K – – –
Fidelity Investments
132
Fidelity Investments
Massachusetts
$2K -$4.11K -154 -65%
MPWT
133
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
AIC
134
Ameritas Investment Company
Nebraska
– -$8.1M -303,226 Closed
FFG
135
Ford Financial Group
California
– -$3.19M -119,291 Closed
B
136
Barings
North Carolina
– -$519K -19,415 Closed
NWM
137
Northwest Wealth Management
Iowa
– -$54K -2,013 Closed
OWA
138
One Wealth Advisors
California
– -$52K -1,952 Closed
RFC
139
Regions Financial Corp
Alabama
– -$19K -720 Closed
SWM
140
SeaCrest Wealth Management
New York
– -$12K -436 Closed
CHP
141
Cable Hill Partners
Oregon
– -$3K -119 Closed
SHIM
142
Stone House Investment Management
Pennsylvania
– -$2K -78 Closed
2 3 4 5
6

REET Hedge Fund Activity: Q2 2019 in Review

134 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2019, worth a combined $548M — down 22% from $704M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new REET positions and 10 closed out — a net gain of 16 holders — while 59 added to existing stakes and 27 trimmed.

The largest buyer was People's United Financial, opening a new position worth an estimated $12.8M. The largest seller was First Command Advisory Services, cutting an estimated $172M.

  • 134 institutional investors held iShares Global REIT ETF (REET) as of Q2 2019, up from 122 in Q1 2019.
  • Funds reported $548M of iShares Global REIT ETF stock for Q2 2019, down 22% quarter-over-quarter.
  • 26 funds opened new iShares Global REIT ETF positions in Q2 2019 and 10 closed out, a net change of +16 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2019 was People's United Financial, an estimated $12.8M added.
  • The largest iShares Global REIT ETF seller in Q2 2019 was First Command Advisory Services, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2019.