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iShares Global REIT ETF
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Overview Fund Activity

207 hedge funds and large institutions have $1.29B invested in iShares Global REIT ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 87 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+5
Holders Change %
+2.48%
% of All Funds
3.61%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
23
Increased
87
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$119M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$36.6M
3
LPL Financial
LPL Financial
California
$31.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.5M
5
Allianz Asset Management
Allianz Asset Management
Germany
$12.8M

Top Sellers

1
M&T Bank
M&T Bank
New York
$84.8M
2
GB
Gunma Bank
Japan
$3.11M
3
S
SimplyRich
California
$0
4
PSUF
People's United Financial
Connecticut
$17.3M
5
SFA
Sequoia Financial Advisors
Ohio
$604K
Name Holding Trade Value Shares
Change 		Shares
Change %
EFL
51
ERn Financial LLC
Wisconsin
$4.31M -$192K -6,931 -4%
OPWM
52
Oakwell Private Wealth Management
Texas
$4.13M +$341K +12,318 +9%
MD
53
Money Design
Japan
$4.09M – – –
DWP
54
Destiny Wealth Partners
Florida
$4.07M -$373K -13,453 -8%
GBI
55
GP Brinson Investments
Illinois
$3.75M +$81.3K +2,932 +2%
EVM
56
Eaton Vance Management
Massachusetts
$3.72M +$796K +28,732 +27%
JWA
57
JFS Wealth Advisors
Pennsylvania
$3.48M +$169K +6,107 +5%
LB
58
Leo Brokerage
Texas
$3.37M +$248K +8,963 +8%
EDRH
59
Edmond de Rothschild Holding
Switzerland
$3.2M -$400K -14,430 -11%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$3.12M +$3.12M +112,563 New
GB
61
Gunma Bank
Japan
$3.11M -$13M -470,000 -81%
Citadel Advisors
62
Citadel Advisors
Florida
$3.04M +$3.04M +109,595 New
RJA
63
Raymond James & Associates
Florida
$2.75M +$696K +25,089 +34%
Creative Planning
64
Creative Planning
Kansas
$2.73M -$333K -11,995 -11%
WANY
65
Wealthspire Advisors (New York)
New York
$2.56M +$196K +7,054 +8%
HighTower Advisors
66
HighTower Advisors
Illinois
$2.53M +$1.88M +67,916 +290%
NAS
67
Nicolet Advisory Services
Wisconsin
$2.29M -$81K -2,920 -3%
AC
68
Apella Capital
Connecticut
$2.22M -$163K -5,896 -7%
FA
69
Fortis Advisors
Pennsylvania
$2.09M +$32.4K +1,419 +2%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$2.03M +$2.03M +73,229 New
RJFSA
71
Raymond James Financial Services Advisors
Florida
$1.69M +$168K +6,055 +11%
NGA
72
Naples Global Advisors
Florida
$1.62M +$84.6K +3,052 +6%
WA
73
Wealth Alliance
New York
$1.48M -$22.6K -814 -1%
CGA
74
Crescent Grove Advisors
Illinois
$1.46M – – –
AA
75
Advisory Alpha
Michigan
$1.45M -$79.7K -2,873 -5%
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