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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
ASN
126
Advisory Services Network
Georgia
$383K +$3.16K +110 +0.8%
BC
127
Brio Consultants
California
$373K +$1.29K +45 +0.3%
BWM
128
Bulltick Wealth Management
Florida
$356K
SG
129
StoneX Group
New York
$355K -$2.96K -103 -0.8%
TSS
130
Two Sigma Securities
New York
$344K +$360K +12,549 New
DWT
131
Dorsey & Whitney Trust
South Dakota
$343K
FAM
132
Formidable Asset Management
Ohio
$342K -$8.29K -289 -2%
CAN
133
Claraphi Advisory Network
United States
$340K +$45.3K +1,579 +15%
LCAM
134
London & Capital Asset Management
United Kingdom
$329K
SMA
135
Sage Mountain Advisors
Georgia
$312K +$32.5K +1,133 +11%
MFG
136
MidWestOne Financial Group
Iowa
$308K +$10.5K +366 +3%
Deutsche Bank
137
Deutsche Bank
Germany
$302K
AIP
138
Almanack Investment Partners
Pennsylvania
$285K +$299K +10,413 New
PPA
139
Parametric Portfolio Associates
Washington
$283K +$9.04K +315 +3%
Betterment LLC
140
Betterment LLC
New York
$282K -$11K -385 -4%
FA
141
Flagstar Advisors
New York
$282K +$295K +10,271 New
CIM
142
Cambria Investment Management
California
$281K -$11.6K -403 -4%
BRWA
143
B. Riley Wealth Advisors
Florida
$280K -$889 -31 -0.3%
CA
144
Cornerstone Advisory
Maryland
$274K +$287K +10,000 New
CAM
145
Cresset Asset Management
Illinois
$271K
PAG
146
Private Advisor Group
New Jersey
$269K
BCM
147
Boltwood Capital Management
California
$264K
EH
148
Equitable Holdings
New York
$258K +$270K +9,402 New
KAS
149
Kestra Advisory Services
Texas
$254K +$20.6K +719 +8%
VF
150
Virtu Financial
New York
$244K +$256K +8,912 New

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.