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iShares Global REIT ETF

64 hedge funds and large institutions have $147M invested in iShares Global REIT ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

33% more funds holding

Funds holding: 4864 (+16)

23% less capital invested

Capital invested by funds: $192M → $147M (-$44.6M)

25.23% less ownership

Funds ownership: 43.37%18.14% (-25%)

Holders
64
Holders Change
+16
Holders Change %
+33.33%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
21
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
FDx Advisors
Illinois
$29.5M +$29.2M +1,130,320 New
BlackRock
2
BlackRock
New York
$19.6M +$5.51M +213,583 +40%
Wells Fargo
3
Wells Fargo
California
$15.6M +$3.54M +137,105 +30%
Morgan Stanley
4
Morgan Stanley
New York
$13.6M +$323K +12,523 +2%
Bank of America
5
Bank of America
North Carolina
$13.1M +$1.12M +43,407 +9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$10.3M -$863K -33,449 -8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.9M +$198K +7,667 +4%
UBS Group
8
UBS Group
Switzerland
$5.08M +$4.27M +165,303 +566%
BSWM
9
Boston Standard Wealth Management
Massachusetts
$4.98M +$4.93M +190,918 New
CWM
10
Cahaba Wealth Management
Georgia
$3.98M +$3.2M +123,791 +431%
SWM
11
SigFig Wealth Management
California
$2.65M +$2.32M +89,881 +782%
TL
12
TrueWealth LLC
Georgia
$1.8M +$1.78M +69,135 New
LPL Financial
13
LPL Financial
California
$1.71M -$453K -17,536 -21%
Citadel Advisors
14
Citadel Advisors
Florida
$1.7M +$1.03M +39,958 +159%
BTS
15
BB&T Securities
Virginia
$1.62M +$238K +9,216 +17%
GI
16
Gradient Investments
Minnesota
$1.26M +$1.25M +48,456 New
FMC
17
First Merchants Corp
Indiana
$1.22M +$44.5K +1,725 +4%
Ameriprise
18
Ameriprise
Minnesota
$1.19M +$303K +11,719 +34%
RJA
19
Raymond James & Associates
Florida
$1.1M -$94.2M -3,647,772 -99%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.08M -$927K -35,890 -47%
PCIG
21
Partners Capital Investment Group
Massachusetts
$999K +$989K +38,302 New
Jane Street
22
Jane Street
New York
$915K -$9.12M -353,411 -91%
LFG
23
Larson Financial Group
Missouri
$871K +$862K +33,385 New
BCI
24
Brinker Capital Investments
Pennsylvania
$684K +$677K +26,206 New
WI
25
Wintrust Investments
Illinois
$624K -$637K -24,691 -51%

REET Hedge Fund Activity: Q4 2017 in Review

64 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2017, worth a combined $147M — down 23% from $192M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new REET positions and 7 closed out — a net gain of 16 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was FDx Advisors, opening a new position worth an estimated $29.2M. The largest seller was Raymond James & Associates, cutting an estimated $94.2M.

  • 64 institutional investors held iShares Global REIT ETF (REET) as of Q4 2017, up from 48 in Q3 2017.
  • Funds reported $147M of iShares Global REIT ETF stock for Q4 2017, down 23% quarter-over-quarter.
  • 23 funds opened new iShares Global REIT ETF positions in Q4 2017 and 7 closed out, a net change of +16 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2017 was FDx Advisors, an estimated $29.2M added.
  • The largest iShares Global REIT ETF seller in Q4 2017 was Raymond James & Associates, an estimated $94.2M sold.

Based on aggregated 13F filings for Q4 2017.