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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
FAM
126
Formidable Asset Management
Ohio
$364K -$1.06M -38,813 -75%
SG
127
StoneX Group
New York
$362K +$356K +13,045 New
BWM
128
Bulltick Wealth Management
Florida
$360K
DWT
129
Dorsey & Whitney Trust
South Dakota
$347K +$15.7K +575 +5%
TI
130
Truepoint Inc
Ohio
$339K -$210K -7,675 -39%
LCAM
131
London & Capital Asset Management
United Kingdom
$333K
Deutsche Bank
132
Deutsche Bank
Germany
$305K
MFG
133
MidWestOne Financial Group
Iowa
$302K +$5.79K +212 +2%
CAN
134
Claraphi Advisory Network
United States
$300K +$10.3K +376 +4%
CIM
135
Cambria Investment Management
California
$296K -$9.37K -343 -3%
Betterment LLC
136
Betterment LLC
New York
$296K -$9.26K -339 -3%
MML Investors Services
137
MML Investors Services
Massachusetts
$293K +$289K +10,571 New
SMA
138
Sage Mountain Advisors
Georgia
$284K +$3K +110 +1%
BRWA
139
B. Riley Wealth Advisors
Florida
$284K +$4.07K +149 +1%
TCWA
140
Ten Capital Wealth Advisors
Washington
$281K +$127K +4,634 +84%
PPA
141
Parametric Portfolio Associates
Washington
$278K -$12.9K -472 -4%
PWM
142
Paulson Wealth Management
Illinois
$275K +$3K +110 +1%
CAM
143
Cresset Asset Management
Illinois
$274K
PAG
144
Private Advisor Group
New Jersey
$272K -$3.58K -131 -1%
BCM
145
Boltwood Capital Management
California
$267K
HWMA
146
Heritage Wealth Management (Arizona)
Arizona
$264K -$128K -4,680 -33%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$257K
CFO
148
Collective Family Office
Pennsylvania
$251K +$9.78K +358 +4%
PCA
149
Personal Capital Advisors
California
$249K -$2.49K -91 -1%
FTUS
150
Flow Traders U.S.
New York
$246K -$442K -16,191 -65%

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.