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iShares Global REIT ETF
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Overview Fund Activity

169 hedge funds and large institutions have $719M invested in iShares Global REIT ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
3.47%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.21%
New
32
Increased
66
Reduced
50
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
+$56.2M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$22M
3
SC
Savant Capital
Illinois
+$8.81M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.93M
5
SCRM
Security Capital Research & Management
Illinois
+$6.01M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$58.6M
2
M&T Bank
M&T Bank
New York
-$15.8M
3
FFA
First Foundation Advisors
California
-$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$12M
5
Bank of America
Bank of America
North Carolina
-$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSWM
26
Boston Standard Wealth Management
Massachusetts
$6.63M +$514K +24,625 +8%
UCFA
27
United Capital Financial Advisors
Texas
$6.21M +$526K +25,197 +9%
GLA
28
Great Lakes Advisors
Illinois
$5.89M +$903K +43,256 +18%
FFA
29
First Foundation Advisors
California
$4.4M -$13.9M -664,041 -76%
CF
30
Corrigan Financial
Rhode Island
$4.38M +$2.39M +114,406 +120%
LBA
31
Letko, Brosseau & Associates
Quebec, Canada
$4.35M +$4.35M +208,500 New
B
32
Bailard
California
$4.3M +$2.19M +104,955 +104%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$4M +$1.08M +51,751 +37%
UBS Group
34
UBS Group
Switzerland
$3.91M +$1.34M +63,998 +52%
RPSA
35
Richard P. Slaughter Associates
Texas
$3.86M -$486K -23,294 -11%
RTC
36
Riverview Trust Company
Washington
$3.84M – – –
NAS
37
Nicolet Advisory Services
Wisconsin
$3.77M +$1.83M +87,542 +94%
HCA
38
Heck Capital Advisors
Wisconsin
$3.6M -$91.6K -4,387 -2%
EFL
39
ERn Financial LLC
Wisconsin
$3.44M +$711K +34,044 +26%
PP
40
PDS Planning
Ohio
$3.29M +$3.29M +157,612 New
CSM
41
CAMG Solamere Management
North Carolina
$3.12M +$72.3K +3,464 +2%
APA
42
American Portfolios Advisors
New York
$3.06M +$571K +27,359 +23%
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$3.03M – – –
Invesco
44
Invesco
Georgia
$2.9M +$482K +23,093 +20%
QCG
45
Quadrant Capital Group
Ohio
$2.86M -$2.1M -100,385 -42%
PFM
46
Phillips Financial Management
Indiana
$2.86M +$682K +26,278 +31%
Jane Street
47
Jane Street
New York
$2.62M -$6.16M -295,091 -70%
SIS
48
SVB Investment Services
Utah
$2.59M -$96.8K -4,636 -4%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$2.55M +$393K +18,806 +18%
IDA
50
Intelligence Driven Advisers
California
$2.39M +$504K +24,163 +27%
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