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iShares Global REIT ETF

218 hedge funds and large institutions have $1.25B invested in iShares Global REIT ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 64 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

47% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 64

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more funds holding

Funds holding: 208218 (+10)

0.16% more ownership

Funds ownership: 39.65%39.81% (+0.16%)

3% less capital invested

Capital invested by funds: $1.29B → $1.25B (-$42.6M)

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
94
Reduced
64
Closed
10
Calls
$20K
Puts
Net Calls
+$20K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$125M +$7.89M +275,158 +6%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$105M -$2.59M -90,420 -2%
M&T Bank
3
M&T Bank
New York
$86.7M +$2.95M +102,913 +3%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$59.9M +$24.5M +854,733 +66%
GI
5
Gradient Investments
Minnesota
$55.6M +$2.6M +90,723 +5%
BlackRock
6
BlackRock
New York
$46.7M +$23.8M +829,821 +95%
Wells Fargo
7
Wells Fargo
California
$45M +$1.7M +59,207 +4%
LPL Financial
8
LPL Financial
California
$36.2M +$5.06M +176,227 +15%
SC
9
Savant Capital
Illinois
$34.2M +$407K +14,174 +1%
CWM
10
Cahaba Wealth Management
Georgia
$28.7M +$492K +17,168 +2%
PCIG
11
Partners Capital Investment Group
Massachusetts
$26.4M -$867K -30,224 -3%
CFA
12
Capstone Financial Advisors
Illinois
$24.5M -$529K -18,454 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$23.1M +$6M +209,168 +33%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$22.2M +$2.99M +104,121 +15%
Mitsubishi UFJ Asset Management
15
Mitsubishi UFJ Asset Management
Japan
$22.1M +$2.45M +85,496 +12%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$21.5M -$5.91M -206,143 -21%
MD
17
Money Design
Japan
$19.8M +$16.5M +574,607 +390%
OCM
18
One Capital Management
California
$19.1M +$1.39M +48,531 +7%
Fidelity International
19
Fidelity International
Bermuda
$18.6M +$8.42M +293,571 +77%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$18.5M +$1.48M +51,522 +8%
PSUF
21
People's United Financial
Connecticut
$15.6M -$1.51M -52,671 -8%
Bank of America
22
Bank of America
North Carolina
$15.2M -$1.21M -42,302 -7%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$14M -$513K -17,867 -3%
Jane Street
24
Jane Street
New York
$13.6M +$4.93M +171,914 +53%
Citadel Advisors
25
Citadel Advisors
Florida
$13.1M +$10.6M +368,375 +336%

REET Hedge Fund Activity: Q3 2021 in Review

218 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2021, worth a combined $1.25B — down 3.3% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new REET positions and 10 closed out — a net gain of 15 holders — while 94 added to existing stakes and 64 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $24.5M. The largest seller was Citigroup, cutting an estimated $149M.

  • 218 institutional investors held iShares Global REIT ETF (REET) as of Q3 2021, up from 208 in Q2 2021.
  • Funds reported $1.25B of iShares Global REIT ETF stock for Q3 2021, down 3.3% quarter-over-quarter.
  • 25 funds opened new iShares Global REIT ETF positions in Q3 2021 and 10 closed out, a net change of +15 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2021 was Bank of Montreal, an estimated $24.5M added.
  • The largest iShares Global REIT ETF seller in Q3 2021 was Citigroup, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2021.