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iShares Global REIT ETF
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Overview Fund Activity

144 hedge funds and large institutions have $546M invested in iShares Global REIT ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
3.16%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
25
Increased
59
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$11.6M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$9.03M
3
AIC
Ameritas Investment Company
Nebraska
+$7.33M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$6.15M
5
Bank of America
Bank of America
North Carolina
+$3.07M

Top Sellers

1
SWM
SigFig Wealth Management
California
-$26.8M
2
FA
FDx Advisors
Illinois
-$23.6M
3
Wells Fargo
Wells Fargo
California
-$7.2M
4
Jane Street
Jane Street
New York
-$4.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
26
Larson Financial Group
Missouri
$5.77M +$385K +13,704 +7%
B
27
Bailard
California
$5.49M +$116K +4,114 +2%
OIWM
28
OptiFour Integrated Wealth Management
Virginia
$5.07M -$37.3K -1,329 -0.7%
UBS Group
29
UBS Group
Switzerland
$4.64M +$728K +25,940 +19%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$4.44M +$1.15M +40,793 +35%
MWA
31
MFA Wealth Advisors
Pennsylvania
$4.23M +$66.5K +2,370 +2%
QCG
32
Quadrant Capital Group
Ohio
$3.84M +$8.24K +295 +0.2%
CSM
33
CAMG Solamere Management
North Carolina
$3.71M -$780K -27,757 -17%
EFL
34
ERn Financial LLC
Wisconsin
$3.68M -$95.3K -3,393 -3%
DWA
35
Divergent Wealth Advisors
Utah
$3.61M +$772K +27,481 +27%
SC
36
Savant Capital
Illinois
$3.46M +$192K +6,850 +6%
SMDAM
37
Sumitomo Mitsui DS Asset Management
Japan
$3.28M -$1.95M -69,590 -37%
Invesco
38
Invesco
Georgia
$3.1M +$147K +5,233 +5%
LPL Financial
39
LPL Financial
California
$2.73M +$300K +10,691 +12%
Jane Street
40
Jane Street
New York
$2.47M -$4.4M -156,652 -64%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.43M +$2.43M +86,457 New
BPC
42
Banque Pictet & Cie
Switzerland
$2.26M +$87K +3,100 +4%
PNAA
43
Pictet North America Advisors
Switzerland
$2.26M +$87K +3,100 +4%
PFM
44
Phillips Financial Management
Indiana
$2.06M +$196K +7,600 +11%
BFPW
45
BOK Financial Private Wealth
Colorado
$2.04M +$129K +4,598 +7%
BTS
46
BB&T Securities
Virginia
$1.99M +$196K +6,981 +11%
FA
47
Fortis Advisors
Pennsylvania
$1.92M -$1.1K -39 -0.1%
Stifel Financial
48
Stifel Financial
Missouri
$1.9M +$1.9M +67,226 New
PAG
49
Private Advisor Group
New Jersey
$1.8M -$143K -5,006 -7%
GLA
50
Great Lakes Advisors
Illinois
$1.76M -$60.9K -2,167 -3%
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