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iShares Global REIT ETF
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Overview Fund Activity

82 hedge funds and large institutions have $395M invested in iShares Global REIT ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+16
Holders Change %
+24.24%
% of All Funds
1.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
30
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$163M
2
SWM
SigFig Wealth Management
California
+$13.1M
3
CWM
Cornerstone Wealth Management
Missouri
+$6.17M
4
OIWM
OptiFour Integrated Wealth Management
Virginia
+$3.92M
5
FA
FDx Advisors
Illinois
+$3.65M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$18.4M
2
UBS Group
UBS Group
Switzerland
-$3.03M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.03M
4
Jane Street
Jane Street
New York
-$1.77M
5
PAG
Private Advisor Group
New Jersey
-$627K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$1.75M +$200K +7,793 +13%
FA
27
Fortis Advisors
Pennsylvania
$1.75M +$25.2K +981 +1%
Citadel Advisors
28
Citadel Advisors
Florida
$1.5M -$2.03M -79,001 -58%
AC
29
Avestar Capital
New York
$1.32M -$41.1K -1,626 -3%
MFBTD
30
MB Financial Bank - Trust Department
Illinois
$1.18M +$1.06M +41,490 +928%
LPL Financial
31
LPL Financial
California
$1.06M +$259K +10,098 +33%
FMC
32
First Merchants Corp
Indiana
$856K -$231K -9,010 -21%
CA
33
Continuum Advisory
Idaho
$800K +$800K +31,185 New
1WA
34
180 Wealth Advisors
Washington
$777K +$390K +15,218 +101%
WP
35
WealthPLAN Partners
Nebraska
$720K +$2.03K +79 +0.3%
PAG
36
Private Advisor Group
New Jersey
$699K -$627K -24,430 -47%
WI
37
Wintrust Investments
Illinois
$608K +$20.7K +805 +4%
AWMS
38
Advocacy Wealth Management Services
Georgia
$562K – – –
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$544K – – –
QCG
40
Quadrant Capital Group
Ohio
$516K +$504K +19,795 +4,313%
GLA
41
Great Lakes Advisors
Illinois
$470K +$470K +18,313 New
ACA
42
Anchor Capital Advisors
Massachusetts
$403K -$42.9K -1,675 -10%
BAS
43
Brown Advisory Securities
Maryland
$402K +$402K +15,670 New
SPIA
44
Steward Partners Investment Advisory
New York
$331K -$66.5K -2,595 -17%
CA
45
Cetera Advisors
Colorado
$329K +$66.6K +2,599 +25%
HFS
46
HL Financial Services
Kentucky
$326K +$326K +12,698 New
PFM
47
Phillips Financial Management
Indiana
$295K +$9.12K +358 +3%
RJA
48
Raymond James & Associates
Florida
$291K -$101K -3,947 -26%
CAM
49
Close Asset Management
United Kingdom
$287K – – –
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$285K -$3.36K -131 -1%
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