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iShares Global REIT ETF
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Overview Fund Activity

82 hedge funds and large institutions have $395M invested in iShares Global REIT ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+16
Holders Change %
+24.24%
% of All Funds
1.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
30
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$163M
2
SWM
SigFig Wealth Management
California
+$13.1M
3
CWM
Cornerstone Wealth Management
Missouri
+$6.17M
4
OIWM
OptiFour Integrated Wealth Management
Virginia
+$3.92M
5
FA
FDx Advisors
Illinois
+$3.65M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$18.4M
2
UBS Group
UBS Group
Switzerland
-$3.03M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.03M
4
Jane Street
Jane Street
New York
-$1.77M
5
PAG
Private Advisor Group
New Jersey
-$627K
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
51
Parametric Portfolio Associates
Washington
$280K – – –
AWA
52
Arete Wealth Advisors
Illinois
$272K +$272K +10,589 New
GA
53
Greytown Advisors
Florida
$257K – – –
BFA
54
Beaumont Financial Advisors
Massachusetts
$240K +$240K +9,354 New
IA
55
IFP Advisors
Florida
$237K +$165K +6,430 +229%
RJT
56
Raymond James Trust
Florida
$232K +$232K +9,037 New
CPIG
57
Chicago Partners Investment Group
Illinois
$182K +$1.59K +62 +0.9%
CHP
58
Cable Hill Partners
Oregon
$104K -$5.31K -207 -5%
SMFS
59
Squar Milner Financial Services
California
$78K +$78K +3,041 New
AG
60
Advisor Group
Arizona
$54K +$54K +2,118 New
RE
61
RBC Europe
United Kingdom
$33.4K – – –
OWA
62
One Wealth Advisors
California
$33K – – –
FCFS
63
First Command Financial Services
Texas
$26K +$26K +1,014 New
FCB
64
First Command Bank
Texas
$26K +$26K +1,014 New
Citigroup
65
Citigroup
New York
$24K -$4.17K -165 -15%
Barclays
66
Barclays
United Kingdom
$21K – – –
LFG
67
LifePlan Financial Group
Ohio
$21K – – –
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K +$20K +765 New
CWA
69
Clarus Wealth Advisors
Arizona
$15K +$15K +630 New
EWM
70
Elmwood Wealth Management
California
$12.8K – – –
ADL
71
Asset Dedication LLC
California
$12K +$5.1K +206 +74%
PCFFS
72
Pacific Center for Financial Services
California
$11K +$11K +447 New
BBHC
73
Brown Brothers Harriman & Co
New York
$10K +$10K +377 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$9K +$9K +338 New
SWA
75
Sutton Wealth Advisors
Florida
$2.77K – – –
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