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iShares Global REIT ETF

42 hedge funds and large institutions have $215M invested in iShares Global REIT ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

217% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 6

79% more capital invested

Capital invested by funds: $120M → $215M (+$95.1M)

20% more funds holding

Funds holding: 3542 (+7)

5.17% more ownership

Funds ownership: 50.97%56.14% (+5.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
42
Holders Change
+7
Holders Change %
+20%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
19
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$73.9M +$74M +2,916,742 New
FEG
2
Fund Evaluation Group
Ohio
$69.5M -$2.32M -91,501 -3%
BlackRock
3
BlackRock
New York
$12.7M +$12.7M +499,428 +222,959%
Bank of America
4
Bank of America
North Carolina
$10.7M +$5.98M +235,840 +126%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.31M -$130K -5,140 -2%
Wells Fargo
6
Wells Fargo
California
$7.49M +$5.73M +225,884 +324%
Morgan Stanley
7
Morgan Stanley
New York
$5.54M +$29.5K +1,163 +0.5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.11M +$3.38M +133,070 +194%
Jane Street
9
Jane Street
New York
$3.51M +$2.29M +90,384 +188%
OMC
10
Old Mission Capital
Illinois
$2.56M +$2.56M +100,927 New
LPL Financial
11
LPL Financial
California
$2.2M -$79.4K -3,131 -3%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$2.16M +$756K +29,793 +54%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.65M -$267K -10,515 -14%
WI
14
Wintrust Investments
Illinois
$1.46M +$278K +10,974 +24%
SG Americas Securities
15
SG Americas Securities
New York
$1.11M +$1.11M +43,917 New
BTS
16
BB&T Securities
Virginia
$800K +$155K +6,124 +24%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$749K +$750K +29,560 New
HSBC Holdings
18
HSBC Holdings
United Kingdom
$634K -$5.74K -226 -0.9%
IFB
19
iAB Financial Bank
Indiana
$600K +$235K +9,275 +64%
Ameriprise
20
Ameriprise
Minnesota
$569K +$206K +8,127 +57%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$462K +$135K +5,329 +41%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$427K +$40.9K +1,612 +11%
UBS Group
23
UBS Group
Switzerland
$397K +$208K +8,179 +109%
CAM
24
Close Asset Management
United Kingdom
$281K +$282K +11,100 New
PFM
25
Phillips Financial Management
Indiana
$272K +$267K +10,519 New

REET Hedge Fund Activity: Q1 2017 in Review

42 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2017, worth a combined $215M — up 79% from $120M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new REET positions and 1 closed out — a net gain of 11 holders — while 19 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $74M. The largest seller was Fund Evaluation Group, cutting an estimated $2.32M.

  • 42 institutional investors held iShares Global REIT ETF (REET) as of Q1 2017, up from 35 in Q4 2016.
  • Funds reported $215M of iShares Global REIT ETF stock for Q1 2017, up 79% quarter-over-quarter.
  • 12 funds opened new iShares Global REIT ETF positions in Q1 2017 and 1 closed out, a net change of +11 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2017 was Raymond James & Associates, an estimated $74M added.
  • The largest iShares Global REIT ETF seller in Q1 2017 was Fund Evaluation Group, an estimated $2.32M sold.

Based on aggregated 13F filings for Q1 2017.