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iShares Global REIT ETF

218 hedge funds and large institutions have $1.25B invested in iShares Global REIT ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 64 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

47% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 64

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more funds holding

Funds holding: 208218 (+10)

0.16% more ownership

Funds ownership: 39.65%39.81% (+0.16%)

3% less capital invested

Capital invested by funds: $1.29B → $1.25B (-$42.6M)

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
94
Reduced
64
Closed
10
Calls
$20K
Puts
Net Calls
+$20K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
176
Creative Financial Designs
Indiana
$72K +$143 +5 +0.2%
ASBI
177
American State Bank (Iowa)
Iowa
$61.7K +$9.78K +341 +18%
AF
178
Advisornet Financial
Minnesota
$59K +$1.23K +43 +2%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$47K +$49.2K +1,716 New
HI
180
Harbour Investments
Wisconsin
$46K -$9.41K -328 -16%
SSC
181
Syverson Strege & Co
Iowa
$41K
MA
182
MUFG Americas
New York
$39K +$34K +1,185 +502%
CFN
183
Cordasco Financial Network
Florida
$37K
RE
184
RBC Europe
United Kingdom
$35.6K
DI
185
Disciplined Investments
Oklahoma
$34K
Fidelity Investments
186
Fidelity Investments
Massachusetts
$33K +$2.84K +99 +9%
LWP
187
Laurel Wealth Planning
Minnesota
$31K
TWA
188
TCI Wealth Advisors
Arizona
$28K +$6.17K +215 +27%
Koshinski Asset Management
189
Koshinski Asset Management
Illinois
$23.9K +$25K +871 New
AWM
190
Avior Wealth Management
Nebraska
$18K +$3.27K +114 +20%
ED
191
Exane Derivatives
France
$17.8K
SPIA
192
Steward Partners Investment Advisory
New York
$17K -$172 -6 -1%
LWCFA
193
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K
WQ
194
Wealth Quarterback
New Jersey
$16K +$115 +4 +0.7%
BCV
195
Banque Cantonale Vaudoise
Switzerland
$16K +$16.9K +590 New
BMD
196
Better Money Decisions
New Mexico
$14K
FRA
197
Front Row Advisors
California
$14K
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$13K +$86 +3 +0.6%
FFA
199
Founders Financial Alliance
North Carolina
$10K
SFP
200
Sterling Financial Planning
New Jersey
$10K +$9.95K +347 New

REET Hedge Fund Activity: Q3 2021 in Review

218 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2021, worth a combined $1.25B — down 3.3% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new REET positions and 10 closed out — a net gain of 15 holders — while 94 added to existing stakes and 64 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $24.5M. The largest seller was Citigroup, cutting an estimated $149M.

  • 218 institutional investors held iShares Global REIT ETF (REET) as of Q3 2021, up from 208 in Q2 2021.
  • Funds reported $1.25B of iShares Global REIT ETF stock for Q3 2021, down 3.3% quarter-over-quarter.
  • 25 funds opened new iShares Global REIT ETF positions in Q3 2021 and 10 closed out, a net change of +15 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2021 was Bank of Montreal, an estimated $24.5M added.
  • The largest iShares Global REIT ETF seller in Q3 2021 was Citigroup, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2021.