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iShares Global REIT ETF
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Overview Fund Activity

190 hedge funds and large institutions have $870M invested in iShares Global REIT ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+17
Holders Change %
+9.83%
% of All Funds
3.37%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.2%
New
36
Increased
50
Reduced
66
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.9M
2
Jane Street
2
Jane Street
New York
$4.06M
3
OFG
3
Oxford Financial Group
Indiana
$3.91M
4
JWA
4
JFS Wealth Advisors
Pennsylvania
$2.76M
5
EDRH
5
Edmond de Rothschild Holding
Switzerland
$2.58M

Top Sellers

1
PCA
1
Personal Capital Advisors
California
$290K
2
Wells Fargo
2
Wells Fargo
California
$42M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$15.2M
5
MD
5
Money Design
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
Merriman Wealth Management
Washington
$989K -$21.4K -894 -2%
EAMA
77
EFG Asset Management (Americas)
Florida
$955K -$16.8K -701 -2%
SCM
78
Sterneck Capital Management
Missouri
$914K +$914K +38,197 New
BCI
79
Brinker Capital Investments
Pennsylvania
$889K -$78.9K -3,296 -8%
Osaic Holdings
80
Osaic Holdings
Arizona
$780K +$3.33K +139 +0.4%
Millennium Management
81
Millennium Management
New York
$768K +$768K +32,076 New
TLFA
82
True Link Financial Advisors
California
$739K +$739K +30,880 New
WP
83
WealthPLAN Partners
Nebraska
$715K -$2.97K -122 -0.4%
Bank Julius Baer & Co
84
Bank Julius Baer & Co
Switzerland
$670K -$6.8K -284 -1%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$643K -$355K – –
FAM
86
Formidable Asset Management
Ohio
$603K +$84.6K +3,556 +16%
CA
87
Cetera Advisors
Colorado
$598K -$60.2K -2,517 -9%
MSFS
88
Main Street Financial Solutions
Pennsylvania
$579K +$579K +24,199 New
MWM
89
Modera Wealth Management
New Jersey
$574K +$197K +8,217 +52%
FAIM
90
Financial Advocates Investment Management
Washington
$555K -$55.4K -2,314 -9%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$553K +$244K +10,211 +79%
CPIG
92
Chicago Partners Investment Group
Illinois
$545K -$60.9K -2,534 -10%
CA
93
Continuum Advisory
Idaho
$519K -$56.3K -2,353 -10%
KeyBank National Association
94
KeyBank National Association
Ohio
$512K +$512K +21,376 New
V
95
Veritable
Delaware
$503K -$266K -11,102 -35%
BHB
96
Bank Hapoalim BM
Israel
$501K – – –
NCM
97
Northwest Capital Management
Oregon
$499K – – –
1WA
98
180 Wealth Advisors
Washington
$484K -$6.02K -253 -1%
US Bancorp
99
US Bancorp
Minnesota
$473K +$12.5K +520 +3%
OIA
100
OneDigital Investment Advisors
Kansas
$467K +$129K +5,400 +38%
2 3
4
5 6