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iShares Global REIT ETF
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Overview Fund Activity

173 hedge funds and large institutions have $773M invested in iShares Global REIT ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
3.5%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
30
Increased
64
Reduced
51
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
+$47.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$18.3M
3
PCA
Personal Capital Advisors
California
+$12.9M
4
Morgan Stanley
Morgan Stanley
New York
+$11M
5
WPW
Waldron Private Wealth
Pennsylvania
+$6.01M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$15.9M
2
LFG
Larson Financial Group
Missouri
-$4.95M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
-$4.35M
4
RPSA
Richard P. Slaughter Associates
Texas
-$3.86M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$3.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
51
Fortis Advisors
Pennsylvania
$2.35M +$866K +41,194 +58%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$2.29M +$1.69M +80,412 +281%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$2.19M +$931K +44,298 +74%
QCG
54
Quadrant Capital Group
Ohio
$1.91M -$967K -45,965 -34%
AWM
55
Altavista Wealth Management
North Carolina
$1.91M -$328K -15,593 -15%
22CM
56
20/20 Capital Management
California
$1.79M -$198K -9,423 -10%
AC
57
Apella Capital
Connecticut
$1.72M +$235K +11,188 +16%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$1.69M +$508K +23,025 +43%
WAM
59
Wealthspire Advisors (Maryland)
Maryland
$1.55M -$188K -8,957 -11%
FFA
60
First Foundation Advisors
California
$1.52M -$2.9M -138,072 -66%
RJA
61
Raymond James & Associates
Florida
$1.4M +$57K +2,711 +4%
VIP
62
Viewpoint Investment Partners
Alberta, Canada
$1.17M +$301K +14,400 +35%
AWA
63
Arete Wealth Advisors
Illinois
$1.15M +$50.7K +2,333 +5%
CGA
64
Crescent Grove Advisors
Illinois
$1.1M – – –
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$1.05M -$1.52M -72,396 -59%
OPS
66
Orion Portfolio Solutions
Nebraska
$938K +$816K +38,819 +671%
Franklin Resources
67
Franklin Resources
California
$936K +$936K +44,501 New
BFEC
68
Benjamin F. Edwards & Company
Missouri
$935K -$33.6K -1,599 -3%
MWM
69
Merriman Wealth Management
Washington
$887K -$80.4K -3,823 -8%
HR
70
Hayden Royal
North Carolina
$871K -$770K -36,665 -47%
EAMA
71
EFG Asset Management (Americas)
Florida
$854K +$38.6K +1,835 +5%
BCI
72
Brinker Capital Investments
Pennsylvania
$850K -$27K -1,286 -3%
OFG
73
Oxford Financial Group
Indiana
$812K – – –
AFP
74
Ausdal Financial Partners
Iowa
$776K +$776K +36,916 New
Osaic Holdings
75
Osaic Holdings
Arizona
$682K -$121K -5,781 -15%
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