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iShares Global REIT ETF
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Overview Fund Activity

108 hedge funds and large institutions have $493M invested in iShares Global REIT ETF in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
2.41%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
26
Increased
46
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$23.4M
2
Wells Fargo
Wells Fargo
California
+$13.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$10.5M
4
CFA
Capstone Financial Advisors
Illinois
+$6.28M
5
Goldman Sachs
Goldman Sachs
New York
+$5.55M

Top Sellers

1
FA
FDx Advisors
Illinois
-$36.7M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$8.23M
3
Jane Street
Jane Street
New York
-$4.09M
4
CWM
Cornerstone Wealth Management
Missouri
-$2.68M
5
PFM
Phillips Financial Management
Indiana
-$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
26
MFA Wealth Advisors
Pennsylvania
$3.33M +$45.5K +1,941 +1%
EFL
27
ERn Financial LLC
Wisconsin
$3.31M +$3.31M +141,504 New
UBS Group
28
UBS Group
Switzerland
$3.03M +$1.47M +62,825 +95%
SMDAM
29
Sumitomo Mitsui DS Asset Management
Japan
$2.59M +$1.35M +57,610 +109%
Ameriprise
30
Ameriprise
Minnesota
$2.58M +$6.82K +291 +0.3%
QCG
31
Quadrant Capital Group
Ohio
$1.98M +$1.33M +57,259 +204%
BPC
32
Banque Pictet & Cie
Switzerland
$1.82M – – –
PNAA
33
Pictet North America Advisors
Switzerland
$1.82M – – –
FA
34
Fortis Advisors
Pennsylvania
$1.56M +$58.6K +2,502 +4%
BTS
35
BB&T Securities
Virginia
$1.45M -$392K -16,738 -21%
PO
36
Private Ocean
California
$1.35M +$1.35M +57,648 New
BCI
37
Brinker Capital Investments
Pennsylvania
$1.25M -$275K -11,736 -18%
LPL Financial
38
LPL Financial
California
$1.22M +$52.9K +2,260 +5%
PAG
39
Private Advisor Group
New Jersey
$1.21M +$710K +30,318 +143%
GLA
40
Great Lakes Advisors
Illinois
$1.15M +$56.5K +2,415 +5%
TL
41
TrueWealth LLC
Georgia
$1.11M -$242K -10,350 -18%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$960K -$27.4K -1,171 -3%
Invesco
43
Invesco
Georgia
$930K +$930K +39,716 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$915K +$234K +9,984 +34%
1WA
45
180 Wealth Advisors
Washington
$868K -$16.1K -638 -2%
WI
46
Wintrust Investments
Illinois
$868K +$71.4K +3,049 +9%
CSM
47
CAMG Solamere Management
North Carolina
$817K +$817K +34,806 New
WP
48
WealthPLAN Partners
Nebraska
$737K -$8.11K -308 -1%
BFPW
49
BOK Financial Private Wealth
Colorado
$720K +$720K +30,727 New
CPIG
50
Chicago Partners Investment Group
Illinois
$658K +$482K +19,695 +273%
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