REET icon

iShares Global REIT ETF
REET

Overview Fund Activity

202 hedge funds and large institutions have $1.04B invested in iShares Global REIT ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+12
Holders Change %
+6.32%
% of All Funds
3.56%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
37
Increased
89
Reduced
47
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$45.8M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$9.09M
3
AIC
3
Ameritas Investment Company
Nebraska
$8.09M
4
OCM
4
One Capital Management
California
$7.31M
5
BlackRock
5
BlackRock
New York
$23.2M

Top Sellers

1
PSUF
1
People's United Financial
Connecticut
$23.8M
2
Wells Fargo
2
Wells Fargo
California
$39.7M
3
BOPW
3
Brandywine Oak Private Wealth
Pennsylvania
$4.19M
4
Jane Street
4
Jane Street
New York
$265K
5
SLWS
5
Swaine & Leidel Wealth Services
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$8.72M +$404K +15,864 +5%
SMDAM
27
Sumitomo Mitsui DS Asset Management
Japan
$8.68M +$669K +26,256 +8%
AIC
28
Ameritas Investment Company
Nebraska
$8.09M +$8.09M +317,685 New
WPW
29
Waldron Private Wealth
Pennsylvania
$7.71M -$15.7K -618 -0.2%
LPL Financial
30
LPL Financial
California
$7.47M +$4.23M +166,091 +131%
OCM
31
One Capital Management
California
$7.31M +$7.31M +287,038 New
UCFA
32
United Capital Financial Advisors
Texas
$7.31M -$313K -12,281 -4%
PP
33
PDS Planning
Ohio
$7.18M +$1.84M +72,048 +34%
Ameriprise
34
Ameriprise
Minnesota
$6.7M +$2.09M +80,912 +45%
SFA
35
Sequoia Financial Advisors
Ohio
$6.67M +$1.77M +69,406 +36%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$6.4M +$212K +8,322 +3%
B
37
Bailard
California
$6.17M +$414K +16,229 +7%
APA
38
American Portfolios Advisors
New York
$5.94M +$1.92M +75,167 +48%
SIS
39
SVB Investment Services
Utah
$5.59M +$469K +18,405 +9%
CF
40
Corrigan Financial
Rhode Island
$5.36M +$54.2K +2,128 +1%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$5.22M +$326K +12,780 +7%
GLA
42
Great Lakes Advisors
Illinois
$4.92M +$386K +15,129 +9%
Invesco
43
Invesco
Georgia
$4.82M -$242K -9,504 -5%
VIP
44
Viewpoint Investment Partners
Alberta, Canada
$4.7M +$2.2M +86,500 +88%
AC
45
Avestar Capital
New York
$4.28M +$4.28M +157,976 New
OFG
46
Oxford Financial Group
Indiana
$4.22M +$51.1K +2,004 +1%
BOPW
47
Brandywine Oak Private Wealth
Pennsylvania
$4.19M -$4.09M -160,437 -49%
EFL
48
ERn Financial LLC
Wisconsin
$4.14M -$63.9K -2,508 -2%
DWP
49
Destiny Wealth Partners
Florida
$4.08M -$336K -13,182 -8%
WWM
50
Wiser Wealth Management
Georgia
$4.08M +$120K +4,721 +3%
1
2
3 4 5