REET icon

iShares Global REIT ETF
REET

Overview Fund Activity

66 hedge funds and large institutions have $203M invested in iShares Global REIT ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
29
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$18.4M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$14.2M
3
GI
Gradient Investments
Minnesota
+$12.1M
4
CWM
Cahaba Wealth Management
Georgia
+$7.3M
5
AB
AT Bancorp
Iowa
+$6.62M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.16M
2
Morgan Stanley
Morgan Stanley
New York
-$4.92M
3
SWM
SigFig Wealth Management
California
-$2.65M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.08M
5
LPL Financial
LPL Financial
California
-$843K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$1.19M +$78.1K +3,217 +7%
FMC
27
First Merchants Corp
Indiana
$1.04M -$111K -4,500 -10%
LPL Financial
28
LPL Financial
California
$763K -$843K -34,303 -52%
WP
29
WealthPLAN Partners
Nebraska
$688K +$159K +6,467 +30%
WI
30
Wintrust Investments
Illinois
$562K -$25.2K -1,026 -4%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$544K +$149K +6,054 +38%
AWMS
32
Advocacy Wealth Management Services
Georgia
$538K – – –
ACA
33
Anchor Capital Advisors
Massachusetts
$427K -$151K -6,135 -26%
SPIA
34
Steward Partners Investment Advisory
New York
$380K +$52.6K +2,146 +16%
RJA
35
Raymond James & Associates
Florida
$375K -$665K -27,064 -64%
1WA
36
180 Wealth Advisors
Washington
$372K +$372K +15,074 New
CS
37
Credit Suisse
Switzerland
$317K +$317K +12,900 New
CAM
38
Close Asset Management
United Kingdom
$287K +$6.06K +250 +2%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$276K -$168K -6,832 -38%
PFM
40
Phillips Financial Management
Indiana
$274K -$1.91K -78 -0.7%
PPA
41
Parametric Portfolio Associates
Washington
$268K +$268K +10,914 New
CA
42
Cetera Advisors
Colorado
$252K +$252K +10,234 New
GA
43
Greytown Advisors
Florida
$246K – – –
CPIG
44
Chicago Partners Investment Group
Illinois
$173K +$1.38K +56 +0.8%
MFBTD
45
MB Financial Bank - Trust Department
Illinois
$110K +$110K +4,469 New
CHP
46
Cable Hill Partners
Oregon
$104K -$22.9K -938 -18%
IA
47
IFP Advisors
Florida
$73K – – –
RE
48
RBC Europe
United Kingdom
$31.9K – – –
OWA
49
One Wealth Advisors
California
$31K +$17.6K +720 +132%
Citigroup
50
Citigroup
New York
$27K +$10K +415 +59%
1
2
3