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iShares Global REIT ETF
REET

168 hedge funds and large institutions have $682M invested in iShares Global REIT ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 45 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 45

12% more capital invested

Capital invested by funds: $608M → $682M (+$74.2M)

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

9.82% more ownership

Funds ownership: 30.92% → 40.74% (+9.8%)

1% less funds holding

Funds holding: 169 → 168 (-1)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

Holders
168
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
3.7%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
39
Increased
64
Reduced
45
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
+$117M
2
Wells Fargo
Wells Fargo
California
+$113M
3
CFA
Capstone Financial Advisors
Illinois
+$24.3M
4
FFA
First Foundation Advisors
California
+$22.3M
5
GB
Gunma Bank
Japan
+$16.9M

Top Sellers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
-$19.5M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$6.11M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.07M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$4.06M
5
Asset Management One
Asset Management One
Japan
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
151
Pathstone Family Office
New Jersey
$3K +$3.83K +150 New
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$2K -$392K -15,355 -99%
GWM
153
Geneos Wealth Management
Colorado
$2K -$1.91K -75 -33%
LWA
154
Lowe Wealth Advisors
Maryland
$2K -$306 -12 -10%
MSFP
155
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
S
156
SignatureFD
Georgia
$2K – – –
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$2K +$3.21K +126 New
EW
158
Evoke Wealth
California
$1.07K +$1.43K +56 New
TWA
159
TCI Wealth Advisors
Arizona
$1K -$163K -6,384 -99%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$1K -$1.5K -59 -60%
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
ME
162
McIlrath & Eck
Washington
$1K +$1.02K +40 New
AWA
163
Arkadios Wealth Advisors
Georgia
$517 – – –
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
– -$5.07M -183,500 Closed
Allianz Asset Management
165
Allianz Asset Management
Germany
– -$4.06M -147,037 Closed
DWA
166
Divergent Wealth Advisors
Utah
– -$2.76M -99,800 Closed
DFG
167
DWM Financial Group
Illinois
– -$2.31M -83,664 Closed
FFC
168
Fure Financial Corporation
Minnesota
– -$1.26M -45,742 Closed
KCM
169
Kathmere Capital Management
Pennsylvania
– -$1.25M -45,058 Closed
Citadel Advisors
170
Citadel Advisors
Florida
– -$990K -35,844 Closed
FMT
171
First Mercantile Trust
Tennessee
– -$818K -29,619 Closed
FMC
172
First Merchants Corp
Indiana
– -$625K -22,650 Closed
HI
173
HBK Investments
Texas
– -$484K -17,508 Closed
SG Americas Securities
174
SG Americas Securities
New York
– -$365K -13,200 Closed
MAFM
175
Mid Atlantic Financial Management
Pennsylvania
– -$348K -12,606 Closed
5 6
7
8 9

REET Hedge Fund Activity: Q1 2020 in Review

168 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2020, worth a combined $682M — up 12% from $608M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new REET positions and 35 closed out — a net gain of 4 holders — while 64 added to existing stakes and 45 trimmed.

The largest buyer was M&T Bank, opening a new position worth an estimated $117M. The largest seller was FormulaFolio Investments, cutting an estimated $19.5M.

  • 168 institutional investors held iShares Global REIT ETF (REET) as of Q1 2020, down from 169 in Q4 2019.
  • Funds reported $682M of iShares Global REIT ETF stock for Q1 2020, up 12% quarter-over-quarter.
  • 39 funds opened new iShares Global REIT ETF positions in Q1 2020 and 35 closed out, a net change of +4 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2020 was M&T Bank, an estimated $117M added.
  • The largest iShares Global REIT ETF seller in Q1 2020 was FormulaFolio Investments, an estimated $19.5M sold.

Based on aggregated 13F filings for Q1 2020.