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iShares Global REIT ETF
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Overview Fund Activity

108 hedge funds and large institutions have $493M invested in iShares Global REIT ETF in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
2.41%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
26
Increased
46
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$23.4M
2
Wells Fargo
Wells Fargo
California
+$13.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$10.5M
4
CFA
Capstone Financial Advisors
Illinois
+$6.28M
5
Goldman Sachs
Goldman Sachs
New York
+$5.55M

Top Sellers

1
FA
FDx Advisors
Illinois
-$36.7M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$8.23M
3
Jane Street
Jane Street
New York
-$4.09M
4
CWM
Cornerstone Wealth Management
Missouri
-$2.68M
5
PFM
Phillips Financial Management
Indiana
-$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
101
Strategic Wealth Partners
Ohio
$3K -$2.26K -95 -43%
LWA
102
Lowe Wealth Advisors
Maryland
$3K – – –
SWA
103
Sutton Wealth Advisors
Florida
$2.83K -$2.48K -106 -47%
MSFP
104
Mark Sheptoff Financial Planning
Connecticut
$2K +$2K +65 New
MPWT
105
MassMutual Private Wealth & Trust
Connecticut
$1.05K – – –
GRP
106
Global Retirement Partners
California
$1K – – –
ACA
107
Atlas Capital Advisors
Wyoming
$210 +$23 +1 +13%
FA
108
FDx Advisors
Illinois
– -$36.7M -1,456,848 Closed
Jane Street
109
Jane Street
New York
– -$4.09M -161,990 Closed
PFM
110
Phillips Financial Management
Indiana
– -$2.01M -79,684 Closed
CWM
111
Cornerstone Wealth Management
Missouri
– -$2.68M -68,422 Closed
AWMS
112
Advocacy Wealth Management Services
Georgia
– -$636K -25,227 Closed
BAS
113
Brown Advisory Securities
Maryland
– -$395K -15,670 Closed
CAM
114
Close Asset Management
United Kingdom
– -$298K -11,850 Closed
CI
115
CX Institutional
Indiana
– -$152K -6,026 Closed
AC
116
Avestar Capital
New York
– -$62K -2,492 Closed
RMAM
117
Raab & Moskowitz Asset Management
New Jersey
– -$60K -2,417 Closed
OWA
118
One Wealth Advisors
California
– -$33K -1,267 Closed
BBHC
119
Brown Brothers Harriman & Co
New York
– -$10K -377 Closed
AAP
120
Arax Advisory Partners
Colorado
– -$8K -328 Closed
SWP
121
Stratos Wealth Partners
Ohio
– -$2K -89 Closed
Financial Engines Advisors
122
Financial Engines Advisors
California
– -$1K -36 Closed
SFA
123
Stewardship Financial Advisors
Georgia
– -$1K -34 Closed
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