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iShares Global REIT ETF
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Overview Fund Activity

202 hedge funds and large institutions have $1.04B invested in iShares Global REIT ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+12
Holders Change %
+6.32%
% of All Funds
3.56%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
37
Increased
89
Reduced
47
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$45.8M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$9.09M
3
AIC
3
Ameritas Investment Company
Nebraska
$8.09M
4
OCM
4
One Capital Management
California
$7.31M
5
BlackRock
5
BlackRock
New York
$23.2M

Top Sellers

1
PSUF
1
People's United Financial
Connecticut
$23.8M
2
Wells Fargo
2
Wells Fargo
California
$39.7M
3
BOPW
3
Brandywine Oak Private Wealth
Pennsylvania
$4.19M
4
Jane Street
4
Jane Street
New York
$265K
5
SLWS
5
Swaine & Leidel Wealth Services
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MD
51
Money Design
Japan
$3.76M +$3.76M +147,427 New
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$3.56M +$388K +14,890 +12%
OPWM
53
Oakwell Private Wealth Management
Texas
$3.48M +$136K +5,350 +4%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$3.44M +$3.44M +134,964 New
GBI
55
GP Brinson Investments
Illinois
$3.37M +$3.37M +132,309 New
EDRH
56
Edmond de Rothschild Holding
Switzerland
$3.31M +$560K +21,990 +20%
Barclays
57
Barclays
United Kingdom
$3.08M +$3.08M +120,852 New
JWA
58
JFS Wealth Advisors
Pennsylvania
$3.04M +$105K +4,116 +4%
LB
59
Leo Brokerage
Texas
$2.87M +$648K +25,452 +29%
Creative Planning
60
Creative Planning
Kansas
$2.82M +$65.3K +2,565 +2%
EVM
61
Eaton Vance Management
Massachusetts
$2.69M +$229K +8,987 +9%
HCA
62
Heck Capital Advisors
Wisconsin
$2.68M -$21.3K -837 -0.8%
AC
63
Apella Capital
Connecticut
$2.19M -$154K -6,042 -7%
NAS
64
Nicolet Advisory Services
Wisconsin
$2.18M -$165K -6,465 -7%
WANY
65
Wealthspire Advisors (New York)
New York
$2.17M +$148K +5,823 +7%
RJA
66
Raymond James & Associates
Florida
$1.89M +$133K +5,235 +8%
FA
67
Fortis Advisors
Pennsylvania
$1.81M -$177K -8,817 -9%
AWA
68
Arete Wealth Advisors
Illinois
$1.5M +$258K +10,114 +21%
AWM
69
Altavista Wealth Management
North Carolina
$1.42M +$16.9K +662 +1%
NGA
70
Naples Global Advisors
Florida
$1.41M +$65.6K +2,572 +5%
AA
71
Advisory Alpha
Michigan
$1.41M +$1.41M +55,129 New
RJFSA
72
Raymond James Financial Services Advisors
Florida
$1.4M +$1.78K +70 +0.1%
FFA
73
First Foundation Advisors
California
$1.39M -$202K -7,940 -13%
WA
74
Wealth Alliance
New York
$1.39M -$15.5K -609 -1%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$1.35M +$94.1K +3,695 +7%
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3
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