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iShares Global REIT ETF
REET

191 hedge funds and large institutions have $870M invested in iShares Global REIT ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

13% more capital invested

Capital invested by funds: $773M → $870M (+$96.7M)

10% more funds holding

Funds holding: 173 → 191 (+18)

1.8% less ownership

Funds ownership: 37.2% → 35.39% (-1.8%)

24% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 66

Holders
191
Holders Change
+18
Holders Change %
+10.4%
% of All Funds
3.38%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
37
Increased
50
Reduced
66
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.41M
2
Jane Street
Jane Street
New York
+$3.42M
3
OFG
Oxford Financial Group
Indiana
+$2.82M
4
JWA
JFS Wealth Advisors
Pennsylvania
+$2.52M
5
EDRH
Edmond de Rothschild Holding
Switzerland
+$2.42M

Top Sellers

Rank Fund Capital Flow
1
PCA
Personal Capital Advisors
California
-$13.5M
2
Wells Fargo
Wells Fargo
California
-$8.81M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.07M
4
JP Morgan Chase
JP Morgan Chase
New York
-$5.43M
5
MD
Money Design
Japan
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
151
Gradient Investments
Minnesota
$116K – – –
CQS
152
Credential Qtrade Securities
$87.3K +$14K +621 +21%
EIP
153
Ellis Investment Partners
Pennsylvania
$76K – – –
RG
154
Retirement Group
California
$61K +$3.65K +162 +7%
VFA
155
Valeo Financial Advisors
Indiana
$53K -$23 -1 -0%
TCWA
156
Ten Capital Wealth Advisors
Washington
$51K +$48.5K +2,152 New
AF
157
Advisornet Financial
Minnesota
$36K -$2.19K -97 -6%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$36K – – –
KCM
159
Kathmere Capital Management
Pennsylvania
$36K – – –
CFN
160
Cordasco Financial Network
Florida
$32K – – –
RE
161
RBC Europe
United Kingdom
$31.1K – – –
DI
162
Disciplined Investments
Oklahoma
$29K -$1.35K -60 -5%
ASBI
163
American State Bank (Iowa)
Iowa
$26.3K +$24.8K +1,100 New
RWA
164
Ropes Wealth Advisors
Massachusetts
$21K +$19.6K +871 New
CFD
165
Creative Financial Designs
Indiana
$19K – – –
SPIA
166
Steward Partners Investment Advisory
New York
$15K – – –
AWM
167
Avior Wealth Management
Nebraska
$13K -$1.06K -47 -8%
Fidelity Investments
168
Fidelity Investments
Massachusetts
$12K -$25.8K -1,144 -70%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$12K -$15.8K -700 -58%
FCAS
170
First Command Advisory Services
Texas
$12K – – –
FRA
171
Front Row Advisors
California
$12K – – –
M
172
MOTCO
Texas
$12K – – –
FFA
173
Founders Financial Alliance
North Carolina
$9K – – –
CFGS
174
Concourse Financial Group Securities
Alabama
$7K -$11.7K -518 -64%
TCM
175
TD Capital Management
Tennessee
$7K – – –
5 6
7
8 9

REET Hedge Fund Activity: Q4 2020 in Review

191 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2020, worth a combined $870M — up 13% from $773M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new REET positions and 16 closed out — a net gain of 21 holders — while 50 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.41M. The largest seller was Personal Capital Advisors, cutting an estimated $13.5M.

  • 191 institutional investors held iShares Global REIT ETF (REET) as of Q4 2020, up from 173 in Q3 2020.
  • Funds reported $870M of iShares Global REIT ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 37 funds opened new iShares Global REIT ETF positions in Q4 2020 and 16 closed out, a net change of +21 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2020 was Morgan Stanley, an estimated $5.41M added.
  • The largest iShares Global REIT ETF seller in Q4 2020 was Personal Capital Advisors, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2020.