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iShares Global REIT ETF
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Overview Fund Activity

66 hedge funds and large institutions have $203M invested in iShares Global REIT ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
29
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$18.4M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$14.2M
3
GI
Gradient Investments
Minnesota
+$12.1M
4
CWM
Cahaba Wealth Management
Georgia
+$7.3M
5
AB
AT Bancorp
Iowa
+$6.62M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.16M
2
Morgan Stanley
Morgan Stanley
New York
-$4.92M
3
SWM
SigFig Wealth Management
California
-$2.65M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.08M
5
LPL Financial
LPL Financial
California
-$843K
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$20K – – –
SEI Investments
52
SEI Investments
Pennsylvania
$20K +$588 +24 +3%
LFG
53
LifePlan Financial Group
Ohio
$20K +$20K +833 New
FRA
54
Front Row Advisors
California
$16K – – –
EWM
55
Elmwood Wealth Management
California
$12.2K +$12.2K +497 New
QCG
56
Quadrant Capital Group
Ohio
$11K +$11K +459 New
CCA
57
Clearwater Capital Advisors
Illinois
$10K +$10K +413 New
ADL
58
Asset Dedication LLC
California
$7K +$7K +279 New
WCM
59
Whitener Capital Management
North Carolina
$3K +$755 +38 +34%
SWA
60
Sutton Wealth Advisors
Florida
$2.65K +$246 +10 +10%
SWP
61
Stratos Wealth Partners
Ohio
$2K +$2K +89 New
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$1.11K – – –
GRP
63
Global Retirement Partners
California
$1K – – –
ACA
64
Atlas Capital Advisors
Wyoming
$98 +$98 +4 New
SWM
65
SigFig Wealth Management
California
– -$2.65M -101,377 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– -$1.08M -41,229 Closed
SFFS
67
Stonehage Fleming Financial Services
Jersey
– -$267K -10,222 Closed
Goldman Sachs
68
Goldman Sachs
New York
– -$265K -10,150 Closed
IWC
69
Integrated Wealth Concepts
Massachusetts
– -$227K -8,784 Closed
CAN
70
Cetera Advisor Networks
California
– -$213K -8,196 Closed
MWM
71
Mascoma Wealth Management
New Hampshire
– -$94K -3,775 Closed
AG
72
Advisor Group
Arizona
– -$30K -1,168 Closed
OIA
73
OneDigital Investment Advisors
Kansas
– -$18K -708 Closed
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$10K -377 Closed
TFS
75
TrustCore Financial Services
Tennessee
– -$5K -200 Closed
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