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iShares Global REIT ETF
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Overview Fund Activity

173 hedge funds and large institutions have $773M invested in iShares Global REIT ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
3.5%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
30
Increased
64
Reduced
51
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
+$47.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$18.3M
3
PCA
Personal Capital Advisors
California
+$12.9M
4
Morgan Stanley
Morgan Stanley
New York
+$11M
5
WPW
Waldron Private Wealth
Pennsylvania
+$6.01M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$15.9M
2
LFG
Larson Financial Group
Missouri
-$4.95M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
-$4.35M
4
RPSA
Richard P. Slaughter Associates
Texas
-$3.86M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$3.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$6.52M +$264K +12,572 +4%
LFG
27
Larson Financial Group
Missouri
$6.17M -$4.95M -235,577 -45%
WPW
28
Waldron Private Wealth
Pennsylvania
$6.01M +$6.01M +285,817 New
MD
29
Money Design
Japan
$5.4M +$3.22M +153,048 +148%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$5.1M -$3.71M -176,471 -42%
Citadel Advisors
31
Citadel Advisors
Florida
$4.67M +$4.67M +222,181 New
Invesco
32
Invesco
Georgia
$4.52M +$1.6M +75,956 +55%
CF
33
Corrigan Financial
Rhode Island
$4.41M +$778 +37 +0%
B
34
Bailard
California
$4.4M +$66.6K +3,168 +2%
NAS
35
Nicolet Advisory Services
Wisconsin
$4.02M +$224K +10,640 +6%
GLA
36
Great Lakes Advisors
Illinois
$4.01M -$1.93M -91,764 -33%
Ameriprise
37
Ameriprise
Minnesota
$3.81M -$3.27M -156,317 -46%
SIS
38
SVB Investment Services
Utah
$3.73M +$1.12M +53,209 +43%
PP
39
PDS Planning
Ohio
$3.67M +$353K +16,770 +11%
EFL
40
ERn Financial LLC
Wisconsin
$3.58M +$109K +5,180 +3%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$3.44M -$595K -28,283 -15%
SFA
42
Sequoia Financial Advisors
Ohio
$3.1M +$1.42M +67,480 +85%
APA
43
American Portfolios Advisors
New York
$3.08M -$2.08K -99 -0.1%
SLWS
44
Swaine & Leidel Wealth Services
Florida
$2.89M +$2.89M +137,227 New
USAA
45
United Services Automobile Association
Texas
$2.75M +$2.75M +130,593 New
MIA
46
MainStreet Investment Advisors
Illinois
$2.73M +$2.73M +129,587 New
HCA
47
Heck Capital Advisors
Wisconsin
$2.65M -$984K -46,792 -27%
RTC
48
Riverview Trust Company
Washington
$2.58M -$1.29M -61,245 -33%
LPL Financial
49
LPL Financial
California
$2.53M +$364K +17,292 +17%
Creative Planning
50
Creative Planning
Kansas
$2.37M +$1.21M +57,379 +104%
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