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iShares Global REIT ETF
REET

169 hedge funds and large institutions have $719M invested in iShares Global REIT ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 50

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

5% more capital invested

Capital invested by funds: $682M → $719M (+$36.7M)

1% more funds holding

Funds holding: 168 → 169 (+1)

2.48% less ownership

Funds ownership: 40.74% → 38.26% (-2.5%)

Holders
169
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
3.47%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.21%
New
32
Increased
66
Reduced
50
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$54.4M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$21.3M
3
SC
Savant Capital
Illinois
+$8.53M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.83M
5
SCRM
Security Capital Research & Management
Illinois
+$5.81M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$56.8M
2
M&T Bank
M&T Bank
New York
-$15.3M
3
FFA
First Foundation Advisors
California
-$13.4M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$11.6M
5
Bank of America
Bank of America
North Carolina
-$9.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
126
Valeo Financial Advisors
Indiana
$46K +$44.6K +2,205 New
CFGS
127
Concourse Financial Group Securities
Alabama
$44K +$37.5K +1,855 +672%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$37K +$101 +5 +0.3%
AF
129
Advisornet Financial
Minnesota
$33K +$465 +23 +1%
JP Morgan Chase
130
JP Morgan Chase
New York
$32K +$31.3K +1,550 New
PIMG
131
Patriot Investment Management Group
Tennessee
$28.6K +$27.7K +1,370 New
CFN
132
Cordasco Financial Network
Florida
$28K – – –
RE
133
RBC Europe
United Kingdom
$27.1K – – –
DI
134
Disciplined Investments
Oklahoma
$27K +$283 +14 +1%
AWM
135
Avior Wealth Management
Nebraska
$22K +$22.2K +1,096 New
FCAS
136
First Command Advisory Services
Texas
$21K -$283 -14 -1%
CWC
137
Carolinas Wealth Consulting
North Carolina
$21K +$20.4K +1,007 New
PO
138
Private Ocean
California
$20K -$113K -5,595 -85%
WB
139
West Bancorporation
Iowa
$19K +$18.2K +898 New
JWA
140
JFS Wealth Advisors
Pennsylvania
$19K +$18.4K +912 New
CCM
141
Covington Capital Management
California
$18K +$17.1K +844 New
LFG
142
LifePlan Financial Group
Ohio
$17K – – –
CB
143
CNB Bank
Pennsylvania
$17K +$16.2K +799 New
EDRH
144
Edmond de Rothschild Holding
Switzerland
$13K +$12.1K +600 New
CWP
145
CFM Wealth Partners
Texas
$11K – – –
FRA
146
Front Row Advisors
California
$10K – – –
SPIA
147
Steward Partners Investment Advisory
New York
$9K +$40 +2 +0.5%
TFA
148
Transamerica Financial Advisors
Florida
$9K +$8.11K +401 New
Deutsche Bank
149
Deutsche Bank
Germany
$8K +$7.58K +375 New
TCM
150
TD Capital Management
Tennessee
$6K +$20 +1 +0.3%
4 5
6
7 8

REET Hedge Fund Activity: Q2 2020 in Review

169 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2020, worth a combined $719M — up 5.4% from $682M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new REET positions and 29 closed out — a net gain of 3 holders — while 66 added to existing stakes and 50 trimmed.

The largest buyer was Citigroup, opening a new position worth an estimated $54.4M. The largest seller was Wells Fargo, cutting an estimated $56.8M.

  • 169 institutional investors held iShares Global REIT ETF (REET) as of Q2 2020, up from 168 in Q1 2020.
  • Funds reported $719M of iShares Global REIT ETF stock for Q2 2020, up 5.4% quarter-over-quarter.
  • 32 funds opened new iShares Global REIT ETF positions in Q2 2020 and 29 closed out, a net change of +3 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2020 was Citigroup, an estimated $54.4M added.
  • The largest iShares Global REIT ETF seller in Q2 2020 was Wells Fargo, an estimated $56.8M sold.

Based on aggregated 13F filings for Q2 2020.