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iShares Global REIT ETF
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Overview Fund Activity

98 hedge funds and large institutions have $471M invested in iShares Global REIT ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+16
Holders Change %
+19.51%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
23
Increased
45
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$32.6M
2
BlackRock
BlackRock
New York
+$7.89M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.33M
4
AB
AT Bancorp
Iowa
+$5.75M
5
Bank of America
Bank of America
North Carolina
+$4.87M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$3.48M
2
UBS Group
UBS Group
Switzerland
-$1.92M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.33M
5
AC
Avestar Capital
New York
-$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAS
51
Brown Advisory Securities
Maryland
$395K – – –
AWA
52
Arete Wealth Advisors
Illinois
$362K +$95.3K +3,782 +36%
RJA
53
Raymond James & Associates
Florida
$315K +$29.8K +1,185 +10%
SPIA
54
Steward Partners Investment Advisory
New York
$314K -$11.6K -459 -4%
CAM
55
Close Asset Management
United Kingdom
$298K – – –
CW
56
CreativeOne Wealth
Kansas
$291K +$291K +11,544 New
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$288K +$7.64K +303 +3%
PPA
58
Parametric Portfolio Associates
Washington
$274K -$1.36K -54 -0.5%
IA
59
IFP Advisors
Florida
$246K +$12.7K +505 +5%
CAN
60
Cetera Advisor Networks
California
$224K +$224K +8,908 New
CPIG
61
Chicago Partners Investment Group
Illinois
$176K +$2.52K +103 +1%
CI
62
CX Institutional
Indiana
$152K +$152K +6,026 New
SIS
63
Sound Income Strategies
Florida
$135K +$135K +5,347 New
CHP
64
Cable Hill Partners
Oregon
$96K -$2.73K -112 -3%
FCFS
65
First Command Financial Services
Texas
$89K +$63.3K +2,501 +247%
FCB
66
First Command Bank
Texas
$89K +$63.3K +2,501 +247%
AC
67
Avestar Capital
New York
$62K -$1.24M -49,875 -95%
RMAM
68
Raab & Moskowitz Asset Management
New Jersey
$60K +$60K +2,417 New
AG
69
Advisor Group
Arizona
$38K -$16.1K -631 -30%
OWA
70
One Wealth Advisors
California
$33K – – –
RE
71
RBC Europe
United Kingdom
$32.8K – – –
ADL
72
Asset Dedication LLC
California
$30K +$17.9K +718 +148%
CQS
73
Credential Qtrade Securities
$25.6K +$25.6K +1,018 New
WAM
74
Wealthspire Advisors (Maryland)
Maryland
$25K +$24.8K +971 +16,183%
Citigroup
75
Citigroup
New York
$24K +$200 +8 +0.8%
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