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iShares Global REIT ETF

203 hedge funds and large institutions have $1.04B invested in iShares Global REIT ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 47

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

20% more capital invested

Capital invested by funds: $870M → $1.04B (+$173M)

6% more funds holding

Funds holding: 191203 (+12)

1.93% more ownership

Funds ownership: 35.39%37.32% (+1.9%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
203
Holders Change
+12
Holders Change %
+6.28%
% of All Funds
3.56%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
37
Increased
90
Reduced
47
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
176
Meeder Asset Management
Ohio
$25K +$24.3K +984 New
CFD
177
Creative Financial Designs
Indiana
$21K +$617 +25 +3%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$21K +$20.8K +841 New
TWA
179
TCI Wealth Advisors
Arizona
$19K +$16.9K +684 +1,591%
SPIA
180
Steward Partners Investment Advisory
New York
$15.7K +$25 +1 +0.2%
AWM
181
Avior Wealth Management
Nebraska
$14K +$123 +5 +0.9%
FCAS
182
First Command Advisory Services
Texas
$13K
FRA
183
Front Row Advisors
California
$13K
M
184
MOTCO
Texas
$13K
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$12K -$1.01K -41 -8%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$11K -$26.9K -1,089 -72%
FFA
187
Founders Financial Alliance
North Carolina
$9K
TCM
188
TD Capital Management
Tennessee
$8K +$74 +3 +1%
NCM
189
New Capital Management
Texas
$8K +$41.7K +1,688 New
BFC
190
Bedel Financial Consulting
Indiana
$6K
MA
191
MUFG Americas
New York
$6K
IAIM
192
International Assets Investment Management
Florida
$5K
WWM
193
Wolff Wiese Magana
California
$5K
EWM
194
Elmwood Wealth Management
California
$5K +$4.87K +197 New
TF
195
TimeScale Financial
Massachusetts
$4K +$3.51K +142 New
MSFP
196
Mark Sheptoff Financial Planning
Connecticut
$3K
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$2K -$5.43K -220 -76%
SIS
198
Sound Income Strategies
Florida
$1.55K +$1.51K +61 New
SWA
199
Sutton Wealth Advisors
Florida
$1.38K
AF
200
Allworth Financial
California
$1K -$5.48K -222 -91%

REET Hedge Fund Activity: Q1 2021 in Review

203 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2021, worth a combined $1.04B — up 20% from $870M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new REET positions and 24 closed out — a net gain of 13 holders — while 90 added to existing stakes and 47 trimmed.

The largest buyer was Gradient Investments, adding an estimated $44.3M. The largest seller was People's United Financial, cutting an estimated $4.86M.

  • 203 institutional investors held iShares Global REIT ETF (REET) as of Q1 2021, up from 191 in Q4 2020.
  • Funds reported $1.04B of iShares Global REIT ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 37 funds opened new iShares Global REIT ETF positions in Q1 2021 and 24 closed out, a net change of +13 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2021 was Gradient Investments, an estimated $44.3M added.
  • The largest iShares Global REIT ETF seller in Q1 2021 was People's United Financial, an estimated $4.86M sold.

Based on aggregated 13F filings for Q1 2021.