REET icon

iShares Global REIT ETF
REET

Overview Fund Activity

169 hedge funds and large institutions have $608M invested in iShares Global REIT ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+25
Holders Change %
+17.36%
% of All Funds
3.34%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.22%
New
41
Increased
66
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PSUF
1
People's United Financial
Connecticut
$31.6M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$25.3M
3
AIC
3
Ameritas Investment Company
Nebraska
$13M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.07M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$17.3M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$4.06M
2
MWA
2
MFA Wealth Advisors
Pennsylvania
$0
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$94.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$247K
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$854K +$450K +16,276 +111%
FMT
77
First Mercantile Trust
Tennessee
$818K -$343K -12,429 -30%
WP
78
WealthPLAN Partners
Nebraska
$774K -$7.95K -279 -1%
HR
79
Hayden Royal
North Carolina
$720K -$865 -30 -0.1%
EWA
80
Exencial Wealth Advisors
Oklahoma
$715K +$715K +25,904 New
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$672K – – –
FMC
82
First Merchants Corp
Indiana
$625K -$116K -4,200 -16%
US Bancorp
83
US Bancorp
Minnesota
$582K – – –
RWMH
84
Riverpoint Wealth Management Holdings
Illinois
$572K +$236K +8,533 +70%
NAS
85
Nicolet Advisory Services
Wisconsin
$535K +$535K +19,380 New
AG
86
Advisor Group
Arizona
$534K +$2.27K +82 +0.4%
BC
87
Brio Consultants
California
$526K +$29.6K +1,071 +6%
Creative Planning
88
Creative Planning
Kansas
$502K -$2.73K -99 -0.5%
HI
89
HBK Investments
Texas
$484K +$484K +17,508 New
BAMG
90
Brand Asset Management Group
Missouri
$478K +$279K +10,091 +140%
CAN
91
Cetera Advisor Networks
California
$440K +$25.9K +935 +6%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$428K – – –
PAG
93
Private Advisor Group
New Jersey
$420K -$1.31M -47,525 -76%
CAS
94
Cascadia Advisory Services
Oregon
$420K +$420K +15,222 New
NCM
95
Northwest Capital Management
Oregon
$406K +$406K +14,683 New
HAS
96
HBW Advisory Services
California
$386K -$4.15K -152 -1%
SG Americas Securities
97
SG Americas Securities
New York
$365K – – –
G
98
Gainplan
Michigan
$365K +$365K +13,208 New
MFG
99
MidWestOne Financial Group
Iowa
$361K -$138K -4,997 -28%
MAFM
100
Mid Atlantic Financial Management
Pennsylvania
$348K +$50.7K +1,836 +17%
2 3
4
5 6