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iShares Global REIT ETF

203 hedge funds and large institutions have $1.04B invested in iShares Global REIT ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 47

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

20% more capital invested

Capital invested by funds: $870M → $1.04B (+$173M)

6% more funds holding

Funds holding: 191203 (+12)

1.93% more ownership

Funds ownership: 35.39%37.32% (+1.9%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
203
Holders Change
+12
Holders Change %
+6.28%
% of All Funds
3.56%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
37
Increased
90
Reduced
47
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$133M +$6.68M +270,544 +5%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$101M -$1.59M -64,445 -2%
M&T Bank
3
M&T Bank
New York
$101M +$510K +20,645 +0.5%
Morgan Stanley
4
Morgan Stanley
New York
$46.8M +$4.19M +169,627 +10%
GI
5
Gradient Investments
Minnesota
$45.8M +$44.3M +1,793,366 +32,453%
Wells Fargo
6
Wells Fargo
California
$39.7M -$4.86M -196,913 -11%
SC
7
Savant Capital
Illinois
$30.9M +$1.45M +58,830 +5%
CWM
8
Cahaba Wealth Management
Georgia
$27.9M +$1.74M +70,374 +7%
PCIG
9
Partners Capital Investment Group
Massachusetts
$24.9M +$3.43M +138,888 +17%
PSUF
10
People's United Financial
Connecticut
$23.8M -$4.86M -197,011 -17%
BlackRock
11
BlackRock
New York
$23.2M +$6.81M +275,633 +44%
CFA
12
Capstone Financial Advisors
Illinois
$23.1M -$201K -8,145 -0.9%
Mitsubishi UFJ Asset Management
13
Mitsubishi UFJ Asset Management
Japan
$22.6M -$185K -7,501 -0.8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$17.2M -$256K -10,348 -2%
JP Morgan Chase
15
JP Morgan Chase
New York
$16.2M +$52.9K +2,141 +0.3%
GB
16
Gunma Bank
Japan
$14.8M
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$14.3M +$89.1K +3,610 +0.6%
KFAA
18
Klaas Financial Asset Advisors
Illinois
$12.8M +$281K +11,379 +2%
Bank of America
19
Bank of America
North Carolina
$12.6M +$2M +80,894 +20%
Asset Management One
20
Asset Management One
Japan
$10.4M +$1.31M +53,000 +15%
BSWM
21
Boston Standard Wealth Management
Massachusetts
$10.3M +$733K +29,689 +8%
S
22
SimplyRich
California
$9.41M +$180K +7,270 +2%
LFG
23
Larson Financial Group
Missouri
$9.09M +$1.22M +49,551 +16%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$9.09M +$8.81M +356,762 New
UBS Group
25
UBS Group
Switzerland
$8.79M +$811K +32,842 +11%

REET Hedge Fund Activity: Q1 2021 in Review

203 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2021, worth a combined $1.04B — up 20% from $870M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new REET positions and 24 closed out — a net gain of 13 holders — while 90 added to existing stakes and 47 trimmed.

The largest buyer was Gradient Investments, adding an estimated $44.3M. The largest seller was People's United Financial, cutting an estimated $4.86M.

  • 203 institutional investors held iShares Global REIT ETF (REET) as of Q1 2021, up from 191 in Q4 2020.
  • Funds reported $1.04B of iShares Global REIT ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 37 funds opened new iShares Global REIT ETF positions in Q1 2021 and 24 closed out, a net change of +13 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2021 was Gradient Investments, an estimated $44.3M added.
  • The largest iShares Global REIT ETF seller in Q1 2021 was People's United Financial, an estimated $4.86M sold.

Based on aggregated 13F filings for Q1 2021.