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iShares Global REIT ETF

208 hedge funds and large institutions have $1.29B invested in iShares Global REIT ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 87 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

38% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 63

24% more capital invested

Capital invested by funds: $1.04B → $1.29B (+$251M)

2% more funds holding

Funds holding: 203208 (+5)

2.32% more ownership

Funds ownership: 37.32%39.65% (+2.3%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
23
Increased
87
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFN
176
Cordasco Financial Network
Florida
$37K
RE
177
RBC Europe
United Kingdom
$36K
DI
178
Disciplined Investments
Oklahoma
$35K
LWP
179
Laurel Wealth Planning
Minnesota
$31K -$130K -4,746 -81%
Fidelity Investments
180
Fidelity Investments
Massachusetts
$31K +$1.28K +47 +4%
TWA
181
TCI Wealth Advisors
Arizona
$22K +$1.75K +64 +9%
AWA
182
Arete Wealth Advisors
Illinois
$19K +$158K +5,767 +10%
ED
183
Exane Derivatives
France
$18.5K +$17.8K +651 New
SPIA
184
Steward Partners Investment Advisory
New York
$17K
LWCFA
185
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K +$16.5K +605 New
WQ
186
Wealth Quarterback
New Jersey
$16K +$15.2K +558 New
AWM
187
Avior Wealth Management
Nebraska
$15K +$109 +4 +0.7%
FCAS
188
First Command Advisory Services
Texas
$14K
FRA
189
Front Row Advisors
California
$14K
BMD
190
Better Money Decisions
New Mexico
$14K +$13.7K +500 New
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$13K +$109 +4 +0.8%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$12K
FFA
193
Founders Financial Alliance
North Carolina
$10K
TCM
194
TD Capital Management
Tennessee
$8K +$55 +2 +0.7%
Barclays
195
Barclays
United Kingdom
$7K -$3.29M -120,595 -100%
MA
196
MUFG Americas
New York
$7K
BFC
197
Bedel Financial Consulting
Indiana
$6K
WWM
198
Wolff Wiese Magana
California
$6K
SB
199
Strategic Blueprint
Georgia
$5K +$5.3K +194 New
TF
200
TimeScale Financial
Massachusetts
$4K

REET Hedge Fund Activity: Q2 2021 in Review

208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2021, worth a combined $1.29B — up 24% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new REET positions and 16 closed out — a net gain of 7 holders — while 87 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $67M. The largest seller was M&T Bank, cutting an estimated $24.4M.

  • 208 institutional investors held iShares Global REIT ETF (REET) as of Q2 2021, up from 203 in Q1 2021.
  • Funds reported $1.29B of iShares Global REIT ETF stock for Q2 2021, up 24% quarter-over-quarter.
  • 23 funds opened new iShares Global REIT ETF positions in Q2 2021 and 16 closed out, a net change of +7 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2021 was Morgan Stanley, an estimated $67M added.
  • The largest iShares Global REIT ETF seller in Q2 2021 was M&T Bank, an estimated $24.4M sold.

Based on aggregated 13F filings for Q2 2021.