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iShares Global REIT ETF
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Overview Fund Activity

173 hedge funds and large institutions have $773M invested in iShares Global REIT ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
3.5%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
30
Increased
64
Reduced
51
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
+$47.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$18.3M
3
PCA
Personal Capital Advisors
California
+$12.9M
4
Morgan Stanley
Morgan Stanley
New York
+$11M
5
WPW
Waldron Private Wealth
Pennsylvania
+$6.01M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$15.9M
2
LFG
Larson Financial Group
Missouri
-$4.95M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
-$4.35M
4
RPSA
Richard P. Slaughter Associates
Texas
-$3.86M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$3.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
76
Veritable
Delaware
$676K +$54.4K +2,584 +9%
WP
77
WealthPLAN Partners
Nebraska
$667K -$33.9K -1,502 -5%
NGA
78
Naples Global Advisors
Florida
$602K +$602K +28,610 New
Bank Julius Baer & Co
79
Bank Julius Baer & Co
Switzerland
$595K -$373K -17,724 -39%
CA
80
Cetera Advisors
Colorado
$579K -$29K -1,377 -5%
CPIG
81
Chicago Partners Investment Group
Illinois
$537K -$427K -20,062 -44%
FAIM
82
Financial Advocates Investment Management
Washington
$537K -$9.68K -460 -2%
CA
83
Continuum Advisory
Idaho
$516K -$26.8K -1,249 -5%
T
84
TRUADVICE
Florida
$461K +$461K +21,165 New
FAM
85
Formidable Asset Management
Ohio
$461K +$461K +21,788 New
BAMG
86
Brand Asset Management Group
Missouri
$458K -$630K -29,980 -58%
NCM
87
Northwest Capital Management
Oregon
$439K – – –
EWA
88
Exencial Wealth Advisors
Oklahoma
$438K -$167K -7,937 -28%
1WA
89
180 Wealth Advisors
Washington
$437K +$6.45K +304 +1%
ASN
90
Advisory Services Network
Georgia
$428K -$165K -7,819 -28%
FTUS
91
Flow Traders U.S.
New York
$428K +$428K +20,365 New
US Bancorp
92
US Bancorp
Minnesota
$404K – – –
CL
93
CPWM LLC
Washington
$404K +$9.91K +471 +3%
Jane Street
94
Jane Street
New York
$375K -$2.26M -107,639 -86%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$355K – – –
TI
96
Truepoint Inc
Ohio
$353K +$30.5K +1,450 +9%
PA
97
Parallel Advisors
California
$339K +$205K +9,727 +152%
FIB
98
First Interstate Bank
Montana
$338K – – –
MWM
99
Modera Wealth Management
New Jersey
$332K – – –
Natixis Advisors
100
Natixis Advisors
Massachusetts
$328K +$5.36K +255 +2%
2 3
4
5 6