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iShares Global REIT ETF
REET

Overview Fund Activity

168 hedge funds and large institutions have $682M invested in iShares Global REIT ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 45 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
3.71%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
39
Increased
64
Reduced
45
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M&T Bank
M&T Bank
New York
$88.1M
2
Wells Fargo
Wells Fargo
California
$109M
3
CFA
Capstone Financial Advisors
Illinois
$22.5M
4
FFA
First Foundation Advisors
California
$16.7M
5
GB
Gunma Bank
Japan
$12.7M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
$1.26M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$13M
4
Allianz Asset Management
Allianz Asset Management
Germany
$0
5
Asset Management One
Asset Management One
Japan
$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.98M +$441K +23,043 +29%
B
52
Bailard
California
$1.93M -$1.63M -85,273 -46%
CF
53
Corrigan Financial
Rhode Island
$1.82M +$1.82M +95,173 New
NAS
54
Nicolet Advisory Services
Wisconsin
$1.78M +$1.41M +73,503 +379%
FA
55
Fortis Advisors
Pennsylvania
$1.76M +$377K +19,708 +27%
IDA
56
Intelligence Driven Advisers
California
$1.73M +$965K +50,387 +126%
SFA
57
Sequoia Financial Advisors
Ohio
$1.62M +$443K +23,110 +37%
AWM
58
Altavista Wealth Management
North Carolina
$1.6M +$598K +31,259 +60%
BPC
59
Banque Pictet & Cie
Switzerland
$1.58M +$38.3K +2,000 +2%
PNAA
60
Pictet North America Advisors
Switzerland
$1.58M +$38.3K +2,000 +2%
Truist Financial
61
Truist Financial
North Carolina
$1.45M -$44.2K -2,306 -3%
22CM
62
20/20 Capital Management
California
$1.39M +$60K +3,055 +5%
BAMG
63
Brand Asset Management Group
Missouri
$1.38M +$1.05M +54,976 +318%
FI
64
FormulaFolio Investments
Michigan
$1.26M -$14.7M -766,043 -92%
RJA
65
Raymond James & Associates
Florida
$1.24M +$570K +29,801 +85%
AC
66
Apella Capital
Connecticut
$1.22M +$1.22M +63,714 New
TL
67
TrueWealth LLC
Georgia
$1.2M -$4.77K -249 -0.4%
1WA
68
180 Wealth Advisors
Washington
$1.12M +$140K +7,869 +14%
Osaic Holdings
69
Osaic Holdings
Arizona
$994K +$994K +52,018 New
AWA
70
Arete Wealth Advisors
Illinois
$945K +$254K +13,262 +37%
BFPW
71
BOK Financial Private Wealth
Colorado
$930K +$248K +12,947 +36%
CPIG
72
Chicago Partners Investment Group
Illinois
$909K -$42.8K -2,124 -4%
WI
73
Wintrust Investments
Illinois
$883K +$162K +8,459 +22%
BCI
74
Brinker Capital Investments
Pennsylvania
$859K -$22.4K -1,172 -3%
Bank Julius Baer & Co
75
Bank Julius Baer & Co
Switzerland
$849K +$849K +44,381 New
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3
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