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iShares Global REIT ETF
REET

35 hedge funds and large institutions have $120M invested in iShares Global REIT ETF in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 5

4% more capital invested

Capital invested by funds: $115M → $120M (+$4.36M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 36 → 35 (-1)

7.11% less ownership

Funds ownership: 58.08% → 50.97% (-7.1%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
17
Reduced
5
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
BlackRock Advisors
Delaware
+$12.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.91M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.74M
4
Wells Fargo
Wells Fargo
California
+$1.24M
5
Bank of America
Bank of America
North Carolina
+$1.16M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.49M
2
OMC
Old Mission Capital
Illinois
-$3.63M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$1.57M
4
RJA
Raymond James & Associates
Florida
-$525K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$399K
Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
1
Fund Evaluation Group
Ohio
$71.5M +$568K +22,502 +0.8%
BA
2
BlackRock Advisors
Delaware
$12.8M +$12.8M +508,648 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.41M +$291K +11,548 +4%
Morgan Stanley
4
Morgan Stanley
New York
$5.49M +$926K +36,714 +20%
Bank of America
5
Bank of America
North Carolina
$4.74M +$1.16M +45,896 +32%
LPL Financial
6
LPL Financial
California
$2.27M +$267K +10,583 +13%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.91M +$1.91M +75,650 New
Wells Fargo
8
Wells Fargo
California
$1.76M +$1.24M +49,098 +238%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.74M +$1.74M +68,755 New
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$1.4M +$949K +37,603 +212%
Jane Street
11
Jane Street
New York
$1.21M -$4.49M -177,999 -79%
WI
12
Wintrust Investments
Illinois
$1.17M +$340K +13,455 +41%
BIT
13
BlackRock Institutional Trust
California
$791K – – –
BTS
14
BB&T Securities
Virginia
$693K – – –
HSBC Holdings
15
HSBC Holdings
United Kingdom
$638K -$1.57M -62,222 -71%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$385K +$42.2K +1,672 +12%
IFB
17
iAB Financial Bank
Indiana
$363K +$55.5K +2,200 +18%
Ameriprise
18
Ameriprise
Minnesota
$362K +$361K +14,324 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$325K -$399K -15,820 -55%
CL
20
CPWM LLC
Washington
$296K +$2.22K +88 +0.8%
GA
21
Greytown Advisors
Florida
$252K +$252K +10,000 New
SFFS
22
Stonehage Fleming Financial Services
Jersey
$224K – – –
UBS Group
23
UBS Group
Switzerland
$189K +$11.1K +438 +6%
GWM
24
Geneos Wealth Management
Colorado
$183K +$25.6K +1,015 +16%
MFS
25
MSI Financial Services
Massachusetts
$181K -$9.62K -381 -5%
1
2

REET Hedge Fund Activity: Q4 2016 in Review

35 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2016, worth a combined $120M — up 3.8% from $115M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of REET and 8 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 17 added.

The largest buyer was BlackRock Advisors, opening a new position worth an estimated $12.8M. The largest seller was Jane Street, cutting an estimated $4.49M.

  • 35 institutional investors held iShares Global REIT ETF (REET) as of Q4 2016, down from 36 in Q3 2016.
  • Funds reported $120M of iShares Global REIT ETF stock for Q4 2016, up 3.8% quarter-over-quarter.
  • 8 funds opened new iShares Global REIT ETF positions in Q4 2016 and 9 closed out, a net change of -1 holder.
  • The largest iShares Global REIT ETF buyer in Q4 2016 was BlackRock Advisors, an estimated $12.8M added.
  • The largest iShares Global REIT ETF seller in Q4 2016 was Jane Street, an estimated $4.49M sold.

Based on aggregated 13F filings for Q4 2016.