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iShares Global REIT ETF
REET

48 hedge funds and large institutions have $192M invested in iShares Global REIT ETF in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 6

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $158M → $192M (+$34M)

14% more funds holding

Funds holding: 42 → 48 (+6)

2.13% more ownership

Funds ownership: 41.25% → 43.37% (+2.1%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
23
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$10M
2
RJA
Raymond James & Associates
Florida
+$9.41M
3
Morgan Stanley
Morgan Stanley
New York
+$6.27M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.68M
5
Wells Fargo
Wells Fargo
California
+$3.11M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$3.06M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.98M
3
Citadel Advisors
Citadel Advisors
Florida
-$957K
4
WAM
Wolverine Asset Management
Illinois
-$296K
5
GWM
Geneos Wealth Management
Colorado
-$193K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$94.4M +$9.41M +365,660 +11%
BlackRock
2
BlackRock
New York
$13.8M +$497K +19,298 +4%
Morgan Stanley
3
Morgan Stanley
New York
$13M +$6.27M +243,816 +92%
Wells Fargo
4
Wells Fargo
California
$11.8M +$3.11M +121,030 +36%
Bank of America
5
Bank of America
North Carolina
$11.8M +$491K +19,082 +4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$10.9M +$4.68M +181,935 +74%
Jane Street
7
Jane Street
New York
$9.94M +$10M +388,484 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.59M +$7.62K +296 +0.1%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$3.23M +$491K +19,075 +18%
LPL Financial
10
LPL Financial
California
$2.12M -$145K -5,624 -6%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.97M -$1.98M -76,968 -50%
BTS
12
BB&T Securities
Virginia
$1.35M +$179K +6,963 +15%
WI
13
Wintrust Investments
Illinois
$1.24M +$111K +4,327 +10%
FMC
14
First Merchants Corp
Indiana
$1.16M +$1.16M +45,160 New
PFM
15
Phillips Financial Management
Indiana
$991K +$677K +26,320 +217%
PAG
16
Private Advisor Group
New Jersey
$942K +$586K +22,767 +161%
Ameriprise
17
Ameriprise
Minnesota
$870K +$279K +10,838 +47%
UBS Group
18
UBS Group
Switzerland
$748K +$238K +9,240 +46%
CWM
19
Cahaba Wealth Management
Georgia
$735K +$739K +28,737 New
OMC
20
Old Mission Capital
Illinois
$685K +$358K +13,921 +108%
Citadel Advisors
21
Citadel Advisors
Florida
$642K -$957K -37,190 -60%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$624K +$134K +5,192 +27%
AWMS
23
Advocacy Wealth Management Services
Georgia
$560K +$563K +21,898 New
SPIA
24
Steward Partners Investment Advisory
New York
$327K +$57.7K +2,242 +21%
SWM
25
SigFig Wealth Management
California
$294K +$296K +11,496 New
1
2

REET Hedge Fund Activity: Q3 2017 in Review

48 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2017, worth a combined $192M — up 22% from $158M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new REET positions and 3 closed out — a net gain of 7 holders — while 23 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10M. The largest seller was Stuart Chaussee & Associates, exiting entirely with an estimated $3.06M sold.

  • 48 institutional investors held iShares Global REIT ETF (REET) as of Q3 2017, up from 42 in Q2 2017.
  • Funds reported $192M of iShares Global REIT ETF stock for Q3 2017, up 22% quarter-over-quarter.
  • 10 funds opened new iShares Global REIT ETF positions in Q3 2017 and 3 closed out, a net change of +7 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2017 was Jane Street, an estimated $10M added.
  • The largest iShares Global REIT ETF seller in Q3 2017 was Stuart Chaussee & Associates, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2017.