REET icon

iShares Global REIT ETF
REET

Overview Fund Activity

267 hedge funds and large institutions have $1.55B invested in iShares Global REIT ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 117 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+9
Holders Change %
+3.49%
% of All Funds
4.23%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
36
Increased
117
Reduced
82
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$123M
2
BlackRock
BlackRock
New York
$152M
3
SW
SVB Wealth
Massachusetts
$13.9M
4
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
$12.6M
5
WFA
Wipfli Financial Advisors
Wisconsin
$8.97M

Top Sellers

1
GI
Gradient Investments
Minnesota
$11.3M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$53M
3
CWM
Cahaba Wealth Management
Georgia
$2.88M
4
Fidelity International
Fidelity International
Bermuda
$0
5
Allianz Asset Management
Allianz Asset Management
Germany
$4.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
126
Dynamic Advisor Solutions
Arizona
$719K -$145K -4,952 -17%
CI Investments Inc
127
CI Investments Inc
Ontario, Canada
$719K +$24.8K +848 +4%
WP
128
WealthPLAN Partners
Nebraska
$713K -$4.49K -162 -0.6%
WIM
129
WealthPlan Investment Management
Nebraska
$713K +$713K +25,746 New
TFM
130
TFC Financial Management
Massachusetts
$700K +$198K +6,764 +39%
MML Investors Services
131
MML Investors Services
Massachusetts
$694K +$178K +6,094 +34%
SOS
132
Silver Oak Securities
Tennessee
$694K +$694K +23,700 New
FMN
133
Financial Management Network
California
$677K -$20.7K -703 -3%
PGFC
134
Peapack-Gladstone Financial Corp
New Jersey
$675K +$75.1K +2,571 +13%
CPIG
135
Chicago Partners Investment Group
Illinois
$658K +$23.3K +915 +4%
CPWMP
136
Cardinal Point Wealth Management Partners
California
$658K +$136K +4,646 +26%
CL
137
CPWM LLC
Washington
$625K +$79.5K +2,724 +15%
GFP
138
Gryphon Financial Partners
Ohio
$625K +$196K +6,703 +46%
CA
139
Cetera Advisors
Colorado
$598K -$93.2K -3,190 -13%
BCI
140
Brinker Capital Investments
Pennsylvania
$593K -$48K -1,645 -7%
CAL
141
Capital Analysts LLC
Pennsylvania
$586K +$4.67K +160 +0.8%
IA
142
IFP Advisors
Florida
$580K +$229K +8,954 +65%
1WA
143
180 Wealth Advisors
Washington
$573K +$15.5K +525 +3%
IWM
144
IHT Wealth Management
Illinois
$568K -$117 -4 -0%
OC
145
Oppenheimer & Co
New York
$547K +$547K +18,723 New
US Bancorp
146
US Bancorp
Minnesota
$539K – – –
MSFS
147
Main Street Financial Solutions
Pennsylvania
$536K -$109K -3,746 -17%
SG
148
StoneX Group
New York
$526K +$126K +4,306 +31%
SWA
149
Stratos Wealth Advisors
Ohio
$508K +$508K +17,395 New
CA
150
Continuum Advisory
Idaho
$501K -$56.5K -2,038 -10%
4 5
6
7 8