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iShares Global REIT ETF
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Overview Fund Activity

169 hedge funds and large institutions have $608M invested in iShares Global REIT ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+25
Holders Change %
+17.36%
% of All Funds
3.34%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.22%
New
41
Increased
66
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PSUF
1
People's United Financial
Connecticut
$31.6M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$25.3M
3
AIC
3
Ameritas Investment Company
Nebraska
$13M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.07M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$17.3M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$4.06M
2
MWA
2
MFA Wealth Advisors
Pennsylvania
$0
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$94.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$247K
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$2.15M +$2.15M +77,867 New
FA
52
Fortis Advisors
Pennsylvania
$2M +$116K +4,206 +6%
22CM
53
20/20 Capital Management
California
$1.91M +$1.91M +67,869 New
HFA
54
Huber Financial Advisors
Illinois
$1.8M +$1.8M +65,135 New
TL
55
TrueWealth LLC
Georgia
$1.74M +$220K +7,959 +15%
SFA
56
Sequoia Financial Advisors
Ohio
$1.7M +$219K +7,947 +15%
1WA
57
180 Wealth Advisors
Washington
$1.54M +$32.4K +1,167 +2%
AWM
58
Altavista Wealth Management
North Carolina
$1.44M +$23.7K +858 +2%
WAM
59
Wealthspire Advisors (Maryland)
Maryland
$1.41M +$81.9K +2,964 +6%
PFA
60
Professional Financial Advisors
Nebraska
$1.39M +$1.39M +50,311 New
Prudential Financial
61
Prudential Financial
New Jersey
$1.33M +$330K +11,940 +33%
CPIG
62
Chicago Partners Investment Group
Illinois
$1.32M +$760K +27,153 +135%
BCI
63
Brinker Capital Investments
Pennsylvania
$1.27M +$44.8K +1,624 +4%
FFC
64
Fure Financial Corporation
Minnesota
$1.26M +$1.26M +45,742 New
KCM
65
Kathmere Capital Management
Pennsylvania
$1.25M +$1.25M +45,058 New
IDA
66
Intelligence Driven Advisers
California
$1.11M +$291K +10,546 +36%
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$1.11M -$187K -6,864 -14%
WI
68
Wintrust Investments
Illinois
$1.04M -$2.24K -81 -0.2%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$1.03M -$45.4K -1,643 -4%
AWA
70
Arete Wealth Advisors
Illinois
$997K +$149K +5,377 +18%
CA
71
Continuum Advisory
Idaho
$996K +$37.2K +1,345 +4%
Citadel Advisors
72
Citadel Advisors
Florida
$990K +$990K +35,844 New
BFPW
73
BOK Financial Private Wealth
Colorado
$984K -$1.02M -36,892 -51%
RJA
74
Raymond James & Associates
Florida
$965K +$115K +4,167 +14%
BHTS
75
Bar Harbor Trust Services
Maine
$919K +$919K +33,301 New
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3
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