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iShares Global REIT ETF
REET

15 hedge funds and large institutions have $15.9M invested in iShares Global REIT ETF in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

229% more capital invested

Capital invested by funds: $4.82M → $15.9M (+$11M)

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

36% more funds holding

Funds holding: 11 → 15 (+4)

32.97% more ownership

Funds ownership: 17.36% → 50.33% (+33%)

Holders
15
Holders Change
+4
Holders Change %
+36.36%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.3M
2
LPL Financial
LPL Financial
California
+$3.84M
3
CL
CPWM LLC
Washington
+$522K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$295K
5
Bank of America
Bank of America
North Carolina
+$234K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$23.7K
2
NFG
Next Financial Group
Texas
-$19K
3
UBS Group
UBS Group
Switzerland
-$9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.33M +$5.3M +211,117 New
LPL Financial
2
LPL Financial
California
$3.84M +$3.84M +152,992 New
Jane Street
3
Jane Street
New York
$2.45M +$218K +8,689 +10%
Bank of America
4
Bank of America
North Carolina
$1.08M +$234K +9,315 +28%
CWA
5
Cypress Wealth Advisors
California
$846K – – –
Morgan Stanley
6
Morgan Stanley
New York
$602K +$111K +4,416 +23%
CL
7
CPWM LLC
Washington
$525K +$522K +20,801 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$395K +$180K +7,163 +85%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$313K +$73K +2,906 +31%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$297K +$295K +11,763 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$109K -$23.7K -944 -18%
IA
12
IFP Advisors
Florida
$36K +$36.1K +1,436 New
MFS
13
MSI Financial Services
Massachusetts
$28K +$19.4K +773 +241%
BlackRock
14
BlackRock
New York
$5K +$4.82K +192 New
NFG
15
Next Financial Group
Texas
– -$19K -800 Closed
UBS Group
16
UBS Group
Switzerland
– -$9K -379 Closed

REET Hedge Fund Activity: Q4 2015 in Review

15 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2015, worth a combined $15.9M — up 229% from $4.82M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new REET positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $5.3M. The largest seller was Royal Bank of Canada, cutting an estimated $23.7K.

  • 15 institutional investors held iShares Global REIT ETF (REET) as of Q4 2015, up from 11 in Q3 2015.
  • Funds reported $15.9M of iShares Global REIT ETF stock for Q4 2015, up 229% quarter-over-quarter.
  • 6 funds opened new iShares Global REIT ETF positions in Q4 2015 and 2 closed out, a net change of +4 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2015 was Envestnet Asset Management, an estimated $5.3M added.
  • The largest iShares Global REIT ETF seller in Q4 2015 was Royal Bank of Canada, an estimated $23.7K sold.

Based on aggregated 13F filings for Q4 2015.