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iShares Global REIT ETF
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Overview Fund Activity

144 hedge funds and large institutions have $546M invested in iShares Global REIT ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
3.16%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
25
Increased
59
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$11.6M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$9.03M
3
AIC
Ameritas Investment Company
Nebraska
+$7.33M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$6.15M
5
Bank of America
Bank of America
North Carolina
+$3.07M

Top Sellers

1
SWM
SigFig Wealth Management
California
-$26.8M
2
FA
FDx Advisors
Illinois
-$23.6M
3
Wells Fargo
Wells Fargo
California
-$7.2M
4
Jane Street
Jane Street
New York
-$4.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$592K – – –
CPIG
77
Chicago Partners Investment Group
Illinois
$580K +$21.9K +759 +4%
AG
78
Advisor Group
Arizona
$539K +$10.1K +361 +2%
Creative Planning
79
Creative Planning
Kansas
$513K -$3.45K -123 -0.7%
MFG
80
MidWestOne Financial Group
Iowa
$508K -$43.6K -1,553 -8%
BC
81
Brio Consultants
California
$504K +$34K +1,210 +7%
MFG
82
Magnus Financial Group
New York
$494K +$494K +17,608 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$435K +$22.1K +787 +5%
CAN
84
Cetera Advisor Networks
California
$418K -$11.4K -410 -3%
HAS
85
HBW Advisory Services
California
$400K +$400K +14,290 New
CW
86
CreativeOne Wealth
Kansas
$396K -$396K -14,083 -50%
GM
87
GeoWealth Management
Illinois
$396K +$396K +14,092 New
ASN
88
Advisory Services Network
Georgia
$390K – – –
SG Americas Securities
89
SG Americas Securities
New York
$371K – – –
NWM
90
Northwest Wealth Management
Iowa
$358K +$358K +12,762 New
RWMH
91
Riverpoint Wealth Management Holdings
Illinois
$342K +$342K +12,166 New
SFS
92
Sowell Financial Services
Arkansas
$338K +$338K +12,048 New
MAFM
93
Mid Atlantic Financial Management
Pennsylvania
$302K +$68.5K +2,444 +29%
PPA
94
Parametric Portfolio Associates
Washington
$258K -$2.72K -97 -1%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$257K – – –
CWM
96
Cornerstone Wealth Management
Missouri
$253K -$24.6K -877 -9%
FNBOO
97
First National Bank of Omaha
Nebraska
$245K +$245K +8,709 New
PA
98
Pinnacle Associates
New York
$236K +$197 +7 +0.1%
AWM
99
AE Wealth Management
Kansas
$228K +$228K +8,122 New
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$226K -$174K -6,190 -43%
2 3
4
5 6