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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
ACA
201
Aptus Capital Advisors
Alabama
$1K
JCM
202
Jacobi Capital Management
Pennsylvania
$1K
ME
203
McIlrath & Eck
Washington
$1K
NFG
204
Next Financial Group
Texas
$1K +$1.26K +51 New
LWA
205
Lenox Wealth Advisors
New York
$1K +$1.43K +58 New
SLWS
206
Swaine & Leidel Wealth Services
Florida
-$3.89M -162,549 Closed
Citadel Advisors
207
Citadel Advisors
Florida
-$1.91M -79,746 Closed
Millennium Management
208
Millennium Management
New York
-$768K -32,076 Closed
KeyBank National Association
209
KeyBank National Association
Ohio
-$512K -21,376 Closed
NCM
210
Northwest Capital Management
Oregon
-$499K -20,870 Closed
T
211
TRUADVICE
Florida
-$437K -18,309 Closed
MA
212
Mutual Advisors
Nebraska
-$343K -14,335 Closed
IAN
213
Integrated Advisors Network
Texas
-$286K -11,959 Closed
Neuberger Berman Group
214
Neuberger Berman Group
New York
-$269K -11,250 Closed
RJT
215
Raymond James Trust
Florida
-$228K -9,503 Closed
BFS
216
Bard Financial Services
Connecticut
-$227K -9,500 Closed
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
-$220K -9,210 Closed
Baird Financial Group
218
Baird Financial Group
Wisconsin
-$216K -9,033 Closed
OCM
219
Oakwood Capital Management
California
-$216K -9,025 Closed
SS
220
Simplicity Solutions
Minnesota
-$210K -8,791 Closed
ED
221
Exane Derivatives
France
-$143K -5,995 Closed
TC
222
Tacita Capital
Ontario, Canada
-$128K -5,360 Closed
KCM
223
Kathmere Capital Management
Pennsylvania
-$36K -1,517 Closed
RWA
224
Ropes Wealth Advisors
Massachusetts
-$21K -871 Closed
CFGS
225
Concourse Financial Group Securities
Alabama
-$7.19K -291 Closed

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.