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iShares Global REIT ETF

259 hedge funds and large institutions have $1.61B invested in iShares Global REIT ETF in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 22

114% more funds holding in top 10

Funds holding in top 10: 715 (+8)

29% more capital invested

Capital invested by funds: $1.25B → $1.61B (+$360M)

19% more funds holding

Funds holding: 218259 (+41)

12% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 73

4.44% more ownership

Funds ownership: 39.81%44.24% (+4.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $257K

Holders
259
Holders Change
+41
Holders Change %
+18.81%
% of All Funds
3.99%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.23%
New
68
Increased
82
Reduced
73
Closed
22
Calls
Puts
$257K
Net Calls
-$257K
Net Calls Change
-$277K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$149M +$8.93M +305,634 +7%
BlackRock
2
BlackRock
New York
$129M +$73.5M +2,513,773 +148%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$111M -$3.79M -129,554 -3%
M&T Bank
4
M&T Bank
New York
$97.3M +$511K +17,472 +0.6%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$70.8M +$4.64M +158,800 +7%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$70.2M +$67M +2,291,840 New
GI
7
Gradient Investments
Minnesota
$66.3M +$3.96M +135,352 +7%
PCIG
8
Partners Capital Investment Group
Massachusetts
$51M +$20.5M +700,779 +73%
Wells Fargo
9
Wells Fargo
California
$49.7M -$539K -18,425 -1%
LPL Financial
10
LPL Financial
California
$41.1M +$629K +21,517 +2%
SC
11
Savant Capital
Illinois
$39.4M +$1.15M +39,239 +3%
CWM
12
Cahaba Wealth Management
Georgia
$33.5M +$1.44M +49,433 +5%
CFA
13
Capstone Financial Advisors
Illinois
$28.4M +$984K +33,656 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$24.7M +$653K +22,353 +3%
HighTower Advisors
15
HighTower Advisors
Illinois
$24.2M +$20.1M +686,085 +651%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$22.9M +$2.05M +70,207 +10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$21.8M -$2.82M -96,408 -12%
OCM
18
One Capital Management
California
$21.2M -$145K -4,962 -0.7%
Fidelity International
19
Fidelity International
Bermuda
$20.7M
MD
20
Money Design
Japan
$18.1M -$3.82M -130,579 -18%
Bank of America
21
Bank of America
North Carolina
$17.6M +$593K +20,293 +4%
MMA
22
Miracle Mile Advisors
California
$16.7M +$15.9M +545,103 New
WA
23
Wilshire Advisors
California
$16.6M +$15.9M +543,486 New
VOYA Investment Management
24
VOYA Investment Management
Georgia
$15.9M +$218K +7,470 +1%
PP
25
PDS Planning
Ohio
$14.8M +$2.16M +73,836 +18%

REET Hedge Fund Activity: Q4 2021 in Review

259 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2021, worth a combined $1.61B — up 29% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new REET positions and 22 closed out — a net gain of 46 holders — while 82 added to existing stakes and 73 trimmed.

The largest buyer was BlackRock, adding an estimated $73.5M. The largest seller was JP Morgan Chase, cutting an estimated $24.4M.

  • 259 institutional investors held iShares Global REIT ETF (REET) as of Q4 2021, up from 218 in Q3 2021.
  • Funds reported $1.61B of iShares Global REIT ETF stock for Q4 2021, up 29% quarter-over-quarter.
  • 68 funds opened new iShares Global REIT ETF positions in Q4 2021 and 22 closed out, a net change of +46 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2021 was BlackRock, an estimated $73.5M added.
  • The largest iShares Global REIT ETF seller in Q4 2021 was JP Morgan Chase, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2021.