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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
FNBOO
176
First National Bank of Omaha
Nebraska
– -$301K -10,883 Closed
CPC
177
Cookson Peirce & Co
Pennsylvania
– -$279K -10,100 Closed
NWM
178
Northwest Wealth Management
Iowa
– -$260K -9,399 Closed
Cambridge Investment Research Advisors
179
Cambridge Investment Research Advisors
Iowa
– -$247K -8,959 Closed
PA
180
Pinnacle Associates
New York
– -$227K -8,223 Closed
CW
181
CreativeOne Wealth
Kansas
– -$223K -8,064 Closed
PPA
182
Parametric Portfolio Associates
Washington
– -$220K -7,981 Closed
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
– -$213K -7,719 Closed
BF
184
BOK Financial
Oklahoma
– -$213K -7,703 Closed
MML Investors Services
185
MML Investors Services
Massachusetts
– -$207K -7,509 Closed
TP
186
Tranquility Partners
Tennessee
– -$207K -7,500 Closed
BRWA
187
B. Riley Wealth Advisors
Florida
– -$201K -7,269 Closed
RIA
188
Realta Investment Advisors
Delaware
– -$154K -5,415 Closed
Citigroup
189
Citigroup
New York
– -$142K -5,133 Closed
BEAM
190
Baker Ellis Asset Management
Washington
– -$122K -4,401 Closed
TSW
191
Thompson Siegel & Walmsley
Virginia
– -$77K -2,800 Closed
FIB
192
First Interstate Bank
Montana
– -$60K -2,147 Closed
RMAM
193
Raab & Moskowitz Asset Management
New Jersey
– -$54K -1,990 Closed
PA
194
PSI Advisors
Florida
– -$20K -745 Closed
MWP
195
MYCIO Wealth Partners
Pennsylvania
– -$18K -645 Closed
VFA
196
Valeo Financial Advisors
Indiana
– -$10K -351 Closed
PWP
197
Personal Wealth Partners
Minnesota
– -$8K -295 Closed
Deutsche Bank
198
Deutsche Bank
Germany
– -$7K -288 Closed
LWM
199
Liberty Wealth Management
California
– +$26 +1 +6%
DCM
200
Davis Capital Management
Florida
– +$51 +2 New
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.