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iShares Global REIT ETF
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Overview Fund Activity

169 hedge funds and large institutions have $719M invested in iShares Global REIT ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
3.47%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.21%
New
32
Increased
66
Reduced
50
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
+$56.2M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$22M
3
SC
Savant Capital
Illinois
+$8.81M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.93M
5
SCRM
Security Capital Research & Management
Illinois
+$6.01M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$58.6M
2
M&T Bank
M&T Bank
New York
-$15.8M
3
FFA
First Foundation Advisors
California
-$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$12M
5
Bank of America
Bank of America
North Carolina
-$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Altavista Wealth Management
North Carolina
$2.22M +$476K +22,805 +27%
MD
52
Money Design
Japan
$2.16M -$3.02M -144,891 -58%
LPL Financial
53
LPL Financial
California
$2.15M -$280K -13,424 -12%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$2.13M -$12M -575,645 -85%
22CM
55
20/20 Capital Management
California
$2.06M +$514K +23,526 +33%
WAM
56
Wealthspire Advisors (Maryland)
Maryland
$1.73M +$937K +44,871 +118%
SFA
57
Sequoia Financial Advisors
Ohio
$1.67M -$104K -5,000 -6%
HR
58
Hayden Royal
North Carolina
$1.63M +$1.03M +49,375 +172%
TL
59
TrueWealth LLC
Georgia
$1.59M +$281K +13,481 +22%
Truist Financial
60
Truist Financial
North Carolina
$1.52M -$57.8K -2,766 -4%
AC
61
Apella Capital
Connecticut
$1.48M +$144K +6,918 +11%
FA
62
Fortis Advisors
Pennsylvania
$1.47M -$451K -21,618 -23%
RJA
63
Raymond James & Associates
Florida
$1.34M -$15.2K -729 -1%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$1.25M -$4.14M -198,281 -77%
Creative Planning
65
Creative Planning
Kansas
$1.15M -$1.37M -65,451 -54%
WI
66
Wintrust Investments
Illinois
$1.15M +$186K +8,883 +19%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$1.12M +$745K +35,392 +197%
CGA
68
Crescent Grove Advisors
Illinois
$1.1M +$1.1M +52,500 New
BAMG
69
Brand Asset Management Group
Missouri
$1.08M -$429K -20,526 -28%
AWA
70
Arete Wealth Advisors
Illinois
$1.06M +$24.2K +1,160 +2%
Bank Julius Baer & Co
71
Bank Julius Baer & Co
Switzerland
$961K +$33.9K +1,625 +4%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$961K +$190K +9,118 +25%
MWM
73
Merriman Wealth Management
Washington
$961K +$296K +14,188 +45%
CPIG
74
Chicago Partners Investment Group
Illinois
$948K +$2.85K +136 +0.3%
FTI
75
Fiduciary Trust International
Massachusetts
$929K -$3.85M -184,248 -81%
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