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iShares Global REIT ETF

268 hedge funds and large institutions have $1.55B invested in iShares Global REIT ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

44% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 82

3% more funds holding

Funds holding: 259268 (+9)

0.49% more ownership

Funds ownership: 44.24%44.73% (+0.49%)

4% less capital invested

Capital invested by funds: $1.61B → $1.55B (-$60.9M)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
4.23%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
36
Increased
118
Reduced
82
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$152M +$28.2M +987,459 +23%
Morgan Stanley
2
Morgan Stanley
New York
$143M +$339K +11,861 +0.2%
HSBC Holdings
3
HSBC Holdings
United Kingdom
$123M +$54.6M +1,910,021 +83%
M&T Bank
4
M&T Bank
New York
$101M +$7.65M +267,930 +8%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$71.6M +$2.38M +83,450 +4%
PCIG
6
Partners Capital Investment Group
Massachusetts
$54.1M +$5.35M +187,452 +11%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$53M -$50.6M -1,771,009 -49%
SC
8
Savant Capital
Illinois
$43M +$5.21M +182,318 +14%
Wells Fargo
9
Wells Fargo
California
$42.7M -$4.59M -160,687 -10%
LPL Financial
10
LPL Financial
California
$40.6M +$1.31M +45,879 +3%
CFA
11
Capstone Financial Advisors
Illinois
$26.9M -$219K -7,671 -0.8%
HighTower Advisors
12
HighTower Advisors
Illinois
$25.2M +$2.01M +70,215 +9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$24.7M +$3.79M +132,582 +19%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$23.8M +$200K +7,016 +0.9%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$23.1M +$1.25M +43,744 +6%
OCM
16
One Capital Management
California
$22M +$1.76M +61,613 +9%
Bank of America
17
Bank of America
North Carolina
$21M +$4.17M +146,142 +25%
MMA
18
Miracle Mile Advisors
California
$19.8M +$3.83M +134,086 +25%
Goldman Sachs
19
Goldman Sachs
New York
$18.5M +$6.42M +224,742 +55%
PP
20
PDS Planning
Ohio
$15.6M +$1.48M +51,649 +11%
WA
21
Wilshire Advisors
California
$15.4M -$497K -17,417 -3%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$14.6M -$605K -21,177 -4%
KFAA
23
Klaas Financial Asset Advisors
Illinois
$14.5M +$386K +13,503 +3%
LFG
24
Larson Financial Group
Missouri
$14.3M +$1.16M +40,551 +9%
SW
25
SVB Wealth
Massachusetts
$13.9M +$11.4M +397,486 +501%

REET Hedge Fund Activity: Q1 2022 in Review

268 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2022, worth a combined $1.55B — down 3.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new REET positions and 25 closed out — a net gain of 11 holders — while 118 added to existing stakes and 82 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $54.6M. The largest seller was Gradient Investments, cutting an estimated $50.8M.

  • 268 institutional investors held iShares Global REIT ETF (REET) as of Q1 2022, up from 259 in Q4 2021.
  • Funds reported $1.55B of iShares Global REIT ETF stock for Q1 2022, down 3.8% quarter-over-quarter.
  • 36 funds opened new iShares Global REIT ETF positions in Q1 2022 and 25 closed out, a net change of +11 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2022 was HSBC Holdings, an estimated $54.6M added.
  • The largest iShares Global REIT ETF seller in Q1 2022 was Gradient Investments, an estimated $50.8M sold.

Based on aggregated 13F filings for Q1 2022.