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iShares Global REIT ETF
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Overview Fund Activity

190 hedge funds and large institutions have $870M invested in iShares Global REIT ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+17
Holders Change %
+9.83%
% of All Funds
3.37%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.2%
New
36
Increased
50
Reduced
66
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.9M
2
Jane Street
2
Jane Street
New York
$4.06M
3
OFG
3
Oxford Financial Group
Indiana
$3.91M
4
JWA
4
JFS Wealth Advisors
Pennsylvania
$2.76M
5
EDRH
5
Edmond de Rothschild Holding
Switzerland
$2.58M

Top Sellers

1
PCA
1
Personal Capital Advisors
California
$290K
2
Wells Fargo
2
Wells Fargo
California
$42M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$15.2M
5
MD
5
Money Design
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
51
Edmond de Rothschild Holding
Switzerland
$2.58M +$2.57M +107,265 +17,878%
HCA
52
Heck Capital Advisors
Wisconsin
$2.54M -$475K -19,847 -16%
FA
53
Fortis Advisors
Pennsylvania
$2.37M -$304K -12,692 -11%
EVM
54
Eaton Vance Management
Massachusetts
$2.31M +$2.31M +96,381 New
AC
55
Apella Capital
Connecticut
$2.21M +$248K +10,348 +13%
NAS
56
Nicolet Advisory Services
Wisconsin
$2.2M -$2.38M -99,258 -52%
LB
57
Leo Brokerage
Texas
$2.08M +$2.08M +87,084 New
VIP
58
Viewpoint Investment Partners
Alberta, Canada
$2.04M +$875K +41,900 +75%
Citadel Advisors
59
Citadel Advisors
Florida
$1.91M -$3.41M -142,435 -64%
WANY
60
Wealthspire Advisors (New York)
New York
$1.9M +$1.9M +79,504 New
QCG
61
Quadrant Capital Group
Ohio
$1.68M -$501K -20,947 -23%
RJA
62
Raymond James & Associates
Florida
$1.65M +$50.2K +2,100 +3%
FFA
63
First Foundation Advisors
California
$1.5M -$236K -9,869 -14%
AWM
64
Altavista Wealth Management
North Carolina
$1.32M -$853K -35,635 -39%
WA
65
Wealth Alliance
New York
$1.32M +$1.32M +54,975 New
RJFSA
66
Raymond James Financial Services Advisors
Florida
$1.31M -$1.18M -49,162 -47%
NGA
67
Naples Global Advisors
Florida
$1.26M +$577K +24,137 +84%
CGA
68
Crescent Grove Advisors
Illinois
$1.26M – – –
WWP
69
Waypoint Wealth Partners
California
$1.2M +$1.2M +50,129 New
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$1.18M -$14.1K -591 -1%
WMP
71
Wealth Management Partners
Arizona
$1.16M +$1.16M +47,804 New
AWA
72
Arete Wealth Advisors
Illinois
$1.14M -$93K -3,996 -8%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$1.07M +$8.73K +365 +0.8%
Franklin Resources
74
Franklin Resources
California
$1.07M – – –
OPS
75
Orion Portfolio Solutions
Nebraska
$1.06M -$9.67K -404 -0.9%
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