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iShares Global REIT ETF
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Overview Fund Activity

190 hedge funds and large institutions have $870M invested in iShares Global REIT ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+17
Holders Change %
+9.83%
% of All Funds
3.37%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.2%
New
36
Increased
50
Reduced
66
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.9M
2
Jane Street
2
Jane Street
New York
$4.06M
3
OFG
3
Oxford Financial Group
Indiana
$3.91M
4
JWA
4
JFS Wealth Advisors
Pennsylvania
$2.76M
5
EDRH
5
Edmond de Rothschild Holding
Switzerland
$2.58M

Top Sellers

1
PCA
1
Personal Capital Advisors
California
$290K
2
Wells Fargo
2
Wells Fargo
California
$42M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$15.2M
5
MD
5
Money Design
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
26
Larson Financial Group
Missouri
$7.36M +$340K +14,191 +5%
WPW
27
Waldron Private Wealth
Pennsylvania
$7.25M +$413K +17,270 +6%
UCFA
28
United Capital Financial Advisors
Texas
$7.16M -$256K -10,696 -3%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$5.81M +$2.92K +122 +0.1%
B
30
Bailard
California
$5.41M +$406K +16,983 +8%
PP
31
PDS Planning
Ohio
$5.02M +$846K +35,373 +20%
CF
32
Corrigan Financial
Rhode Island
$4.99M -$29.6K -1,238 -0.6%
SIS
33
SVB Investment Services
Utah
$4.81M +$568K +23,757 +13%
Invesco
34
Invesco
Georgia
$4.75M -$396K -16,530 -8%
SFA
35
Sequoia Financial Advisors
Ohio
$4.6M +$1.08M +44,937 +31%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$4.6M +$689K +28,781 +18%
Ameriprise
37
Ameriprise
Minnesota
$4.27M -$94.3K -3,935 -2%
GLA
38
Great Lakes Advisors
Illinois
$4.26M -$299K -12,481 -7%
DWP
39
Destiny Wealth Partners
Florida
$4.15M +$4.15M +173,291 New
Jane Street
40
Jane Street
New York
$4.06M +$3.63M +151,741 +850%
EFL
41
ERn Financial LLC
Wisconsin
$3.95M -$118K -4,921 -3%
OFG
42
Oxford Financial Group
Indiana
$3.91M +$2.99M +124,965 +324%
SLWS
43
Swaine & Leidel Wealth Services
Florida
$3.89M +$606K +25,322 +18%
APA
44
American Portfolios Advisors
New York
$3.78M +$269K +11,258 +8%
WWM
45
Wiser Wealth Management
Georgia
$3.72M +$3.72M +155,411 New
OPWM
46
Oakwell Private Wealth Management
Texas
$3.14M +$3.14M +131,333 New
LPL Financial
47
LPL Financial
California
$3.04M +$159K +6,651 +6%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$2.9M +$1.08M +45,298 +59%
JWA
49
JFS Wealth Advisors
Pennsylvania
$2.76M +$2.68M +111,830 +3,383%
Creative Planning
50
Creative Planning
Kansas
$2.59M -$110K -4,575 -4%
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