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iShares Global REIT ETF
REET

42 hedge funds and large institutions have $158M invested in iShares Global REIT ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 5

0% more funds holding

Funds holding: 42 → 42 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

14.9% less ownership

Funds ownership: 56.14% → 41.25% (-15%)

26% less capital invested

Capital invested by funds: $215M → $158M (-$56.8M)

Holders
42
Holders Change
–
Holders Change %
0%
% 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
8
Increased
21
Reduced
5
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$10.5M
2
SCA
Stuart Chaussee & Associates
California
+$3.09M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.28M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.6M
5
Morgan Stanley
Morgan Stanley
New York
+$1.16M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
-$69.5M
2
Jane Street
Jane Street
New York
-$3.51M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.81M
4
OMC
Old Mission Capital
Illinois
-$2.26M
5
SG Americas Securities
SG Americas Securities
New York
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$84.6M +$10.5M +407,706 +14%
BlackRock
2
BlackRock
New York
$13.2M +$497K +19,371 +4%
Bank of America
3
Bank of America
North Carolina
$11.2M +$433K +16,873 +4%
Wells Fargo
4
Wells Fargo
California
$8.65M +$1.13M +44,087 +15%
Morgan Stanley
5
Morgan Stanley
New York
$6.71M +$1.16M +45,207 +21%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.25M +$1.11M +43,459 +22%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.56M -$2.81M -109,759 -33%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.92M +$2.28M +88,952 +137%
SCA
9
Stuart Chaussee & Associates
California
$3.06M +$3.09M +120,314 New
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$2.73M +$563K +21,946 +26%
LPL Financial
11
LPL Financial
California
$2.25M +$43.4K +1,691 +2%
Citadel Advisors
12
Citadel Advisors
Florida
$1.59M +$1.6M +62,287 New
BTS
13
BB&T Securities
Virginia
$1.17M +$369K +14,398 +46%
WI
14
Wintrust Investments
Illinois
$1.13M -$339K -13,220 -23%
IFB
15
iAB Financial Bank
Indiana
$802K +$201K +7,825 +33%
Ameriprise
16
Ameriprise
Minnesota
$590K +$18.8K +734 +3%
UBS Group
17
UBS Group
Switzerland
$509K +$110K +4,305 +27%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$489K +$25K +974 +5%
PAG
19
Private Advisor Group
New Jersey
$352K +$362K +14,113 New
OMC
20
Old Mission Capital
Illinois
$327K -$2.26M -88,091 -87%
PFM
21
Phillips Financial Management
Indiana
$313K +$41.1K +1,604 +15%
WAM
22
Wolverine Asset Management
Illinois
$296K +$288K +11,227 +2,629%
CAM
23
Close Asset Management
United Kingdom
$283K – – –
SPIA
24
Steward Partners Investment Advisory
New York
$269K +$80.9K +3,155 +43%
GA
25
Greytown Advisors
Florida
$255K – – –
1
2

REET Hedge Fund Activity: Q2 2017 in Review

42 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2017, worth a combined $158M — down 26% from $215M a quarter earlier.

Fund positioning in REET was balanced in Q2 2017: 8 funds opened new positions, 8 closed out, 21 added to existing stakes and 5 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $10.5M. The largest seller was Fund Evaluation Group, exiting entirely with an estimated $69.5M sold.

  • 42 institutional investors held iShares Global REIT ETF (REET) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $158M of iShares Global REIT ETF stock for Q2 2017, down 26% quarter-over-quarter.
  • 8 funds opened new iShares Global REIT ETF positions in Q2 2017 and 8 closed out, a net change of 0 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2017 was Raymond James & Associates, an estimated $10.5M added.
  • The largest iShares Global REIT ETF seller in Q2 2017 was Fund Evaluation Group, an estimated $69.5M sold.

Based on aggregated 13F filings for Q2 2017.