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iShares Global REIT ETF
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Overview Fund Activity

168 hedge funds and large institutions have $682M invested in iShares Global REIT ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 45 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
3.71%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
39
Increased
64
Reduced
45
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$88.1M
2
Wells Fargo
2
Wells Fargo
California
$109M
3
CFA
3
Capstone Financial Advisors
Illinois
$22.5M
4
FFA
4
First Foundation Advisors
California
$16.7M
5
GB
5
Gunma Bank
Japan
$12.7M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$1.26M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$13M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$0
5
Asset Management One
5
Asset Management One
Japan
$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
76
Exencial Wealth Advisors
Oklahoma
$756K +$260K +13,557 +52%
WAM
77
Wealthspire Advisors (Maryland)
Maryland
$726K -$252K -13,161 -26%
WANY
78
Wealthspire Advisors (New York)
New York
$726K +$726K +37,886 New
EAMA
79
EFG Asset Management (Americas)
Florida
$716K +$716K +37,412 New
BFEC
80
Benjamin F. Edwards & Company
Missouri
$707K -$8.52K -445 -1%
CA
81
Continuum Advisory
Idaho
$661K +$14.7K +821 +2%
MWM
82
Merriman Wealth Management
Washington
$609K +$609K +31,827 New
ASN
83
Advisory Services Network
Georgia
$585K -$6.55K -342 -1%
WP
84
WealthPLAN Partners
Nebraska
$575K +$72.3K +3,908 +14%
HR
85
Hayden Royal
North Carolina
$550K +$72K +3,758 +15%
BHTS
86
Bar Harbor Trust Services
Maine
$495K -$143K -7,484 -22%
CA
87
Cetera Advisors
Colorado
$484K +$265K +13,856 +121%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$466K – – –
RWMH
89
Riverpoint Wealth Management Holdings
Illinois
$402K +$5.4K +282 +1%
VIP
90
Viewpoint Investment Partners
Alberta, Canada
$391K -$1.33M -69,200 -77%
PFA
91
Professional Financial Advisors
Nebraska
$387K -$638K -31,323 -62%
NCM
92
Northwest Capital Management
Oregon
$372K +$90.9K +4,747 +32%
G
93
Gainplan
Michigan
$368K +$115K +6,018 +46%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$362K +$362K +17,974 New
US Bancorp
95
US Bancorp
Minnesota
$353K -$50.1K -2,621 -12%
BC
96
Brio Consultants
California
$345K -$19K -995 -5%
IA
97
IFP Advisors
Florida
$309K +$238K +12,377 +336%
SC
98
Schoolcraft Capital
Colorado
$293K +$293K +15,278 New
PWA
99
Peterson Wealth Advisors
Utah
$283K +$283K +14,758 New
PAG
100
Private Advisor Group
New Jersey
$273K -$19.1K -997 -7%
2 3
4
5 6