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iShares Global REIT ETF
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Overview Fund Activity

108 hedge funds and large institutions have $493M invested in iShares Global REIT ETF in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
2.41%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
26
Increased
46
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$23.4M
2
Wells Fargo
Wells Fargo
California
+$13.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$10.5M
4
CFA
Capstone Financial Advisors
Illinois
+$6.28M
5
Goldman Sachs
Goldman Sachs
New York
+$5.55M

Top Sellers

1
FA
FDx Advisors
Illinois
-$36.7M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$8.23M
3
Jane Street
Jane Street
New York
-$4.09M
4
CWM
Cornerstone Wealth Management
Missouri
-$2.68M
5
PFM
Phillips Financial Management
Indiana
-$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMC
51
First Merchants Corp
Indiana
$594K -$147K -6,290 -20%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$545K +$278K +11,884 +104%
DAS
53
Dynamic Advisor Solutions
Arizona
$512K +$512K +20,215 New
UAS
54
United Asset Strategies
New York
$496K -$12.4K -532 -2%
US Bancorp
55
US Bancorp
Minnesota
$494K +$494K +21,074 New
CA
56
Continuum Advisory
Idaho
$488K -$297K -12,685 -38%
HFS
57
HL Financial Services
Kentucky
$479K +$60.5K +2,586 +14%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$463K +$463K +19,781 New
B
59
Barings
North Carolina
$455K – – –
ACA
60
Anchor Capital Advisors
Massachusetts
$410K +$42.1K +1,800 +11%
CW
61
CreativeOne Wealth
Kansas
$410K +$139K +5,947 +52%
BC
62
Brio Consultants
California
$409K +$409K +17,456 New
CA
63
Cetera Advisors
Colorado
$396K -$67.6K -2,852 -15%
RJA
64
Raymond James & Associates
Florida
$377K +$84.1K +3,591 +29%
AWA
65
Arete Wealth Advisors
Illinois
$357K +$20.5K +877 +6%
CAN
66
Cetera Advisor Networks
California
$319K +$110K +4,669 +52%
SPIA
67
Steward Partners Investment Advisory
New York
$289K -$2.15K -92 -0.7%
PPA
68
Parametric Portfolio Associates
Washington
$248K -$6.59K -281 -3%
VF
69
Virtu Financial
New York
$225K +$225K +9,621 New
FCB
70
First Command Bank
Texas
$127K +$44.6K +1,903 +54%
FCFS
71
First Command Financial Services
Texas
$127K +$44.6K +1,903 +54%
WAM
72
Wealthspire Advisors (Maryland)
Maryland
$107K +$84.2K +3,604 +369%
MFBTD
73
MB Financial Bank - Trust Department
Illinois
$105K -$975K -41,490 -90%
BEAM
74
Baker Ellis Asset Management
Washington
$103K +$103K +4,400 New
SIS
75
Sound Income Strategies
Florida
$93K -$31.7K -1,360 -25%
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