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iShares Global REIT ETF
REET

240 hedge funds and large institutions have $1.07B invested in iShares Global REIT ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 72 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 72

1.17% more ownership

Funds ownership: 43.39% → 44.56% (+1.2%)

4% less funds holding

Funds holding: 249 → 240 (-9)

10% less capital invested

Capital invested by funds: $1.19B → $1.07B (-$114M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

Holders
240
Holders Change
-9
Holders Change %
-3.61%
% of All Funds
4.13%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
27
Increased
100
Reduced
72
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SW
SVB Wealth
Massachusetts
+$9.61M
2
BlackRock
BlackRock
New York
+$8.64M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$7.23M
4
WFA
Wipfli Financial Advisors
Wisconsin
+$6.79M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$6.7M

Top Sellers

Rank Fund Capital Flow
1
GLA
Great Lakes Advisors
Illinois
-$16.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$13.3M
3
Bank of America
Bank of America
North Carolina
-$5.59M
4
Jane Street
Jane Street
New York
-$5.51M
5
OFG
Oxford Financial Group
Indiana
-$4.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
151
Ausdal Financial Partners
Iowa
$306K -$638K -25,909 -64%
FDCDDQ
152
Federation des caisses Desjardins du Quebec
Quebec, Canada
$294K – – –
EWA
153
EverSource Wealth Advisors
Alabama
$283K +$264K +10,709 +411%
AllianceBernstein
154
AllianceBernstein
Tennessee
$283K +$328K +13,300 New
BAAM
155
Baker Avenue Asset Management
California
$282K +$327K +13,273 New
WI
156
Wintrust Investments
Illinois
$277K +$321K +13,030 New
BWM
157
Bulltick Wealth Management
Florida
$277K – – –
Citigroup
158
Citigroup
New York
$275K -$721K -29,254 -69%
GG
159
Gofen & Glossberg
Illinois
$270K +$313K +12,709 New
TBWA
160
Three Bridge Wealth Advisors
California
$266K +$74 +3 +0%
API
161
Advisor Partners II
California
$252K +$292K +11,867 New
RCG
162
Regatta Capital Group
California
$251K +$256K +10,380 New
SC
163
Scotia Capital
Ontario, Canada
$248K +$2.39K +97 +0.8%
FAM
164
Formidable Asset Management
Ohio
$242K -$517 -21 -0.2%
SMA
165
Sage Mountain Advisors
Georgia
$242K – – –
CAN
166
Claraphi Advisory Network
United States
$238K +$54.4K +2,210 +25%
BRWA
167
B. Riley Wealth Advisors
Florida
$235K +$29.3K +1,191 +12%
CAN
168
Cetera Advisor Networks
California
$234K +$49.6K +2,013 +22%
PAG
169
Private Advisor Group
New Jersey
$227K +$25 +1 +0%
BBHC
170
Brown Brothers Harriman & Co
New York
$224K +$259K +10,518 New
MA
171
Mutual Advisors
Nebraska
$224K +$259K +10,532 New
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$223K -$48.7K -1,977 -16%
CAM
173
Cresset Asset Management
Illinois
$223K +$15K +607 +6%
DWT
174
Dorsey & Whitney Trust
South Dakota
$216K – – –
MCM
175
Maryland Capital Management
Maryland
$205K -$26.9K -1,092 -10%
5 6
7
8 9

REET Hedge Fund Activity: Q3 2022 in Review

240 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2022, worth a combined $1.07B — down 9.6% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of REET and 27 opened new positions — a net loss of 4 holders — while 72 trimmed existing stakes and 100 added.

The largest buyer was SVB Wealth, adding an estimated $9.61M. The largest seller was Great Lakes Advisors, cutting an estimated $16.3M.

  • 240 institutional investors held iShares Global REIT ETF (REET) as of Q3 2022, down from 249 in Q2 2022.
  • Funds reported $1.07B of iShares Global REIT ETF stock for Q3 2022, down 9.6% quarter-over-quarter.
  • 27 funds opened new iShares Global REIT ETF positions in Q3 2022 and 31 closed out, a net change of -4 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2022 was SVB Wealth, an estimated $9.61M added.
  • The largest iShares Global REIT ETF seller in Q3 2022 was Great Lakes Advisors, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2022.