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iShares Global REIT ETF
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Overview Fund Activity

98 hedge funds and large institutions have $471M invested in iShares Global REIT ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+16
Holders Change %
+19.51%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
23
Increased
45
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$32.6M
2
BlackRock
BlackRock
New York
+$7.89M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.33M
4
AB
AT Bancorp
Iowa
+$5.75M
5
Bank of America
Bank of America
North Carolina
+$4.87M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$3.48M
2
UBS Group
UBS Group
Switzerland
-$1.92M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.33M
5
AC
Avestar Capital
New York
-$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPC
26
Banque Pictet & Cie
Switzerland
$1.96M +$1.96M +77,500 New
PNAA
27
Pictet North America Advisors
Switzerland
$1.96M +$1.96M +77,500 New
UBS Group
28
UBS Group
Switzerland
$1.68M -$1.92M -76,018 -53%
BCI
29
Brinker Capital Investments
Pennsylvania
$1.64M -$80K -3,172 -5%
FA
30
Fortis Advisors
Pennsylvania
$1.62M -$96K -3,807 -6%
TL
31
TrueWealth LLC
Georgia
$1.45M -$469K -18,593 -24%
SMDAM
32
Sumitomo Mitsui DS Asset Management
Japan
$1.34M +$1.34M +53,049 New
LPL Financial
33
LPL Financial
California
$1.25M +$214K +8,487 +21%
GLA
34
Great Lakes Advisors
Illinois
$1.18M +$715K +28,350 +155%
MFBTD
35
MB Financial Bank - Trust Department
Illinois
$1.16M – – –
BFEC
36
Benjamin F. Edwards & Company
Missouri
$1.06M +$1.06M +42,158 New
1WA
37
180 Wealth Advisors
Washington
$884K +$120K +4,748 +16%
WI
38
Wintrust Investments
Illinois
$858K +$260K +10,307 +43%
CA
39
Continuum Advisory
Idaho
$840K +$58.5K +2,335 +7%
FMC
40
First Merchants Corp
Indiana
$799K -$42.9K -1,700 -5%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$733K +$175K +6,929 +31%
WP
42
WealthPLAN Partners
Nebraska
$704K +$5.45K +219 +0.8%
QCG
43
Quadrant Capital Group
Ohio
$700K +$195K +7,824 +39%
AWMS
44
Advocacy Wealth Management Services
Georgia
$636K +$83.9K +3,329 +15%
UAS
45
United Asset Strategies
New York
$548K +$548K +21,728 New
PAG
46
Private Advisor Group
New Jersey
$533K -$154K -6,122 -22%
CA
47
Cetera Advisors
Colorado
$501K +$172K +6,728 +52%
B
48
Barings
North Carolina
$490K +$490K +19,415 New
HFS
49
HL Financial Services
Kentucky
$451K +$131K +5,177 +41%
ACA
50
Anchor Capital Advisors
Massachusetts
$396K – – –
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