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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
MSFS
126
Main Street Financial Solutions
Pennsylvania
$677K +$1.11K +38 +0.2%
BCI
127
Brinker Capital Investments
Pennsylvania
$672K -$389K -13,293 -38%
PGFC
128
Peapack-Gladstone Financial Corp
New Jersey
$629K +$25.3K +865 +4%
OPS
129
Orion Portfolio Solutions
Nebraska
$624K -$37.3K -1,277 -6%
CA
130
Continuum Advisory
Idaho
$616K +$40.4K +1,383 +7%
CAL
131
Capital Analysts LLC
Pennsylvania
$609K +$731 +25 +0.1%
IWM
132
IHT Wealth Management
Illinois
$596K +$569K +19,457 New
BHB
133
Bank Hapoalim BM
Israel
$571K
US Bancorp
134
US Bancorp
Minnesota
$565K
CPWMP
135
Cardinal Point Wealth Management Partners
California
$547K +$523K +17,879 New
MML Investors Services
136
MML Investors Services
Massachusetts
$541K +$96.1K +3,286 +23%
1WA
137
180 Wealth Advisors
Washington
$539K -$3.65K -125 -0.7%
WSTAM
138
Wilbanks Smith & Thomas Asset Management
Virginia
$533K +$4K +137 +0.8%
TFM
139
TFC Financial Management
Massachusetts
$527K +$29.5K +1,008 +6%
CL
140
CPWM LLC
Washington
$512K
Bank Julius Baer & Co
141
Bank Julius Baer & Co
Switzerland
$497K +$33.3K +1,138 +8%
EWA
142
Exencial Wealth Advisors
Oklahoma
$493K +$470K +16,091 New
FIB
143
First Interstate Bank
Montana
$491K
AIP
144
Almanack Investment Partners
Pennsylvania
$473K +$147K +5,037 +48%
Natixis Advisors
145
Natixis Advisors
Massachusetts
$466K -$9.12K -312 -2%
GFP
146
Gryphon Financial Partners
Ohio
$450K +$180K +6,162 +72%
BC
147
Brio Consultants
California
$447K +$29.1K +995 +7%
CA
148
Cornerstone Advisory
Maryland
$435K +$124K +4,238 +42%
SFA
149
Sequoia Financial Advisors
Ohio
$434K +$415K +14,186 New
IA
150
IFP Advisors
Florida
$422K -$5.93K -203 -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.