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iShares Global REIT ETF
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Overview Fund Activity

122 hedge funds and large institutions have $704M invested in iShares Global REIT ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+14
Holders Change %
+12.96%
% of All Funds
2.64%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
23
Increased
56
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$95.5M
2
FA
FDx Advisors
Illinois
+$42.2M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$12M
4
PCIG
Partners Capital Investment Group
Massachusetts
+$8.45M
5
S
SimplyRich
California
+$7.48M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$23.4M
2
GI
Gradient Investments
Minnesota
-$20.5M
3
FI
FormulaFolio Investments
Michigan
-$7.96M
4
RTC
Riverview Trust Company
Washington
-$4.28M
5
BlackRock
BlackRock
New York
-$4.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
76
Private Ocean
California
$368K -$1.17M -43,894 -76%
SG Americas Securities
77
SG Americas Securities
New York
$353K +$353K +13,200 New
Jane Street
78
Jane Street
New York
$313K +$313K +11,708 New
PPA
79
Parametric Portfolio Associates
Washington
$283K – – –
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$257K +$250K +9,025 +3,714%
SC
81
Scotia Capital
Ontario, Canada
$256K +$256K +9,580 New
FCB
82
First Command Bank
Texas
$127K -$18.3K -683 -13%
FCFS
83
First Command Financial Services
Texas
$127K -$18.3K -683 -13%
MFBTD
84
MB Financial Bank - Trust Department
Illinois
$119K – – –
TWA
85
TCI Wealth Advisors
Arizona
$111K +$26.3K +983 +31%
GWA
86
Guidant Wealth Advisors
Illinois
$77K – – –
IA
87
IFP Advisors
Florida
$67K -$5.36K -198 -7%
NWM
88
Northwest Wealth Management
Iowa
$54K +$54K +2,013 New
OWA
89
One Wealth Advisors
California
$52K +$52K +1,952 New
CQS
90
Credential Qtrade Securities
$52K +$26.9K +1,006 +107%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$43K +$81 +3 +0.2%
SIS
92
Sound Income Strategies
Florida
$40K -$66K -2,482 -62%
GI
93
Gradient Investments
Minnesota
$37K -$20.5M -760,782 -100%
CFN
94
Cordasco Financial Network
Florida
$36K – – –
RE
95
RBC Europe
United Kingdom
$34.7K – – –
RIA
96
Realta Investment Advisors
Delaware
$28K +$28K +1,027 New
ASN
97
Advisory Services Network
Georgia
$23K +$23K +857 New
Barclays
98
Barclays
United Kingdom
$22K – – –
LFG
99
LifePlan Financial Group
Ohio
$22K – – –
OIA
100
OneDigital Investment Advisors
Kansas
$20K +$3.1K +115 +18%
2 3
4
5 6