REET icon

iShares Global REIT ETF
REET

Overview Fund Activity

144 hedge funds and large institutions have $546M invested in iShares Global REIT ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
3.16%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
25
Increased
59
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$11.6M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$9.03M
3
AIC
Ameritas Investment Company
Nebraska
+$7.33M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$6.15M
5
Bank of America
Bank of America
North Carolina
+$3.07M

Top Sellers

1
SWM
SigFig Wealth Management
California
-$26.8M
2
FA
FDx Advisors
Illinois
-$23.6M
3
Wells Fargo
Wells Fargo
California
-$7.2M
4
Jane Street
Jane Street
New York
-$4.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.55M +$74.3K +2,646 +5%
TL
52
TrueWealth LLC
Georgia
$1.54M +$102K +3,632 +7%
1WA
53
180 Wealth Advisors
Washington
$1.53M +$115K +4,079 +8%
SFA
54
Sequoia Financial Advisors
Ohio
$1.51M +$339K +12,084 +29%
AWM
55
Altavista Wealth Management
North Carolina
$1.44M +$38.8K +1,382 +3%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$1.38M +$1.38M +49,147 New
WAM
57
Wealthspire Advisors (Maryland)
Maryland
$1.35M +$120K +4,265 +10%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$1.33M +$112K +3,987 +9%
UCFA
59
United Capital Financial Advisors
Texas
$1.29M +$1.29M +45,781 New
BCI
60
Brinker Capital Investments
Pennsylvania
$1.25M -$76.9K -2,738 -6%
FMT
61
First Mercantile Trust
Tennessee
$1.18M +$38.2K +1,360 +3%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$1.1M -$29.3K -1,044 -3%
WI
63
Wintrust Investments
Illinois
$1.06M +$7.5K +267 +0.7%
Prudential Financial
64
Prudential Financial
New Jersey
$1.01M +$1.01M +36,060 New
CA
65
Continuum Advisory
Idaho
$965K +$76.7K +2,758 +9%
RJA
66
Raymond James & Associates
Florida
$864K +$264K +9,384 +44%
AWA
67
Arete Wealth Advisors
Illinois
$863K +$149K +5,287 +21%
IDA
68
Intelligence Driven Advisers
California
$830K +$95.5K +3,403 +13%
WP
69
WealthPLAN Partners
Nebraska
$761K -$14.1K -509 -2%
FMC
70
First Merchants Corp
Indiana
$754K -$42.1K -1,500 -5%
CA
71
Cetera Advisors
Colorado
$741K +$53.9K +1,917 +8%
HR
72
Hayden Royal
North Carolina
$702K +$702K +25,016 New
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$683K +$533K +19,010 +357%
UAS
74
United Asset Strategies
New York
$661K +$48K +1,709 +8%
DAS
75
Dynamic Advisor Solutions
Arizona
$614K +$5.33K +190 +0.9%
1 2
3
4 5