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iShares Global REIT ETF

266 hedge funds and large institutions have $2.69B invested in iShares Global REIT ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 95 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more capital invested

Capital invested by funds: $1.07B → $2.69B (+$1.61B)

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

34% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 71

11% more funds holding

Funds holding: 240266 (+26)

3.5% more ownership

Funds ownership: 44.56%48.06% (+3.5%)

Holders
266
Holders Change
+26
Holders Change %
+10.83%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
59
Increased
95
Reduced
71
Closed
29
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$1.3B -$215K -9,634 -14%
BlackRock
2
BlackRock
New York
$171M +$43.3M +1,944,245 +35%
Morgan Stanley
3
Morgan Stanley
New York
$118M +$4.63M +207,716 +4%
HSBC Holdings
4
HSBC Holdings
United Kingdom
$95.3M
M&T Bank
5
M&T Bank
New York
$90.7M +$2.86M +128,258 +3%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$65M +$2.98M +133,840 +5%
SC
7
Savant Capital
Illinois
$57.2M +$19.3M +866,125 +51%
PCIG
8
Partners Capital Investment Group
Massachusetts
$38.3M +$2.51M +112,493 +7%
CFA
9
Capstone Financial Advisors
Illinois
$31.4M +$6.64M +297,814 +27%
LPL Financial
10
LPL Financial
California
$29.9M -$366K -16,434 -1%
Wells Fargo
11
Wells Fargo
California
$27.7M -$2.62M -117,362 -9%
OCM
12
One Capital Management
California
$24.1M +$3.21M +144,180 +16%
SW
13
SVB Wealth
Massachusetts
$23.7M +$945K +42,393 +4%
MWM
14
Modera Wealth Management
New Jersey
$23.2M +$19.2M +860,840 +529%
HighTower Advisors
15
HighTower Advisors
Illinois
$22.3M -$756K -33,898 -3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$21.8M -$1.7M -76,302 -7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$18.9M -$194K -8,688 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$18.2M -$610K -27,374 -3%
PP
19
PDS Planning
Ohio
$16.4M +$728K +32,673 +5%
Goldman Sachs
20
Goldman Sachs
New York
$15.8M +$186K +8,345 +1%
Bank of America
21
Bank of America
North Carolina
$14.9M +$2.41M +108,278 +20%
SMDAM
22
Sumitomo Mitsui DS Asset Management
Japan
$14.7M
KFAA
23
Klaas Financial Asset Advisors
Illinois
$13.5M +$1.22M +54,789 +10%
CAN
24
Cetera Advisor Networks
California
$12.5M +$12M +537,927 +4,888%
WA
25
Wilshire Advisors
California
$11.9M +$57.4K +2,575 +0.5%

REET Hedge Fund Activity: Q4 2022 in Review

266 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2022, worth a combined $2.69B — up 150% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new REET positions and 29 closed out — a net gain of 30 holders — while 95 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $43.3M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $6.25M sold.

  • 266 institutional investors held iShares Global REIT ETF (REET) as of Q4 2022, up from 240 in Q3 2022.
  • Funds reported $2.69B of iShares Global REIT ETF stock for Q4 2022, up 150% quarter-over-quarter.
  • 59 funds opened new iShares Global REIT ETF positions in Q4 2022 and 29 closed out, a net change of +30 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2022 was BlackRock, an estimated $43.3M added.
  • The largest iShares Global REIT ETF seller in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $6.25M sold.

Based on aggregated 13F filings for Q4 2022.