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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
SG
151
StoneX Group
New York
$420K +$22.6K +772 +6%
ASN
152
Advisory Services Network
Georgia
$404K -$23K -788 -6%
BWM
153
Bulltick Wealth Management
Florida
$398K
AC
154
Avestar Capital
New York
$395K -$1.71M -58,601 -82%
CAN
155
Claraphi Advisory Network
United States
$381K +$1.34K +46 +0.4%
Betterment LLC
156
Betterment LLC
New York
$377K +$59.4K +2,032 +20%
FAM
157
Formidable Asset Management
Ohio
$370K -$10.2K -349 -3%
AP
158
Advisors Preferred
Maryland
$370K +$144K +4,922 +68%
LCAM
159
London & Capital Asset Management
United Kingdom
$367K
EWA
160
EP Wealth Advisors
California
$356K +$340K +11,640 New
SMA
161
Sage Mountain Advisors
Georgia
$349K
SPC
162
Sigma Planning Corp
Michigan
$330K +$315K +10,791 New
MFG
163
MidWestOne Financial Group
Iowa
$328K -$16K -549 -5%
DCM
164
DGS Capital Management
New Jersey
$328K +$313K +10,713 New
CAM
165
Cresset Asset Management
Illinois
$320K +$16.5K +563 +6%
PPA
166
Parametric Portfolio Associates
Washington
$314K -$2.4K -82 -0.8%
FA
167
Flagstar Advisors
New York
$313K -$1.7K -58 -0.6%
RCG
168
Regatta Capital Group
California
$313K +$299K +10,232 New
BFG
169
Barber Financial Group
Kansas
$313K +$299K +10,236 New
DWT
170
Dorsey & Whitney Trust
South Dakota
$311K -$68.8K -2,355 -19%
PAG
171
Private Advisor Group
New Jersey
$306K +$5.5K +188 +2%
SC
172
Scotia Capital
Ontario, Canada
$300K +$55.5K +1,900 +24%
BRWA
173
B. Riley Wealth Advisors
Florida
$295K -$17K -582 -6%
BCM
174
Boltwood Capital Management
California
$294K
EH
175
Equitable Holdings
New York
$291K +$3.48K +119 +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.