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iShares Global REIT ETF
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Overview Fund Activity

122 hedge funds and large institutions have $704M invested in iShares Global REIT ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+14
Holders Change %
+12.96%
% of All Funds
2.64%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
23
Increased
56
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$95.5M
2
FA
FDx Advisors
Illinois
+$42.2M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$12M
4
PCIG
Partners Capital Investment Group
Massachusetts
+$8.45M
5
S
SimplyRich
California
+$7.48M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$23.4M
2
GI
Gradient Investments
Minnesota
-$20.5M
3
FI
FormulaFolio Investments
Michigan
-$7.96M
4
RTC
Riverview Trust Company
Washington
-$4.28M
5
BlackRock
BlackRock
New York
-$4.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
101
Asset Dedication LLC
California
$19K +$184 +7 +1%
RFC
102
Regions Financial Corp
Alabama
$19K +$19K +720 New
CWA
103
Clarus Wealth Advisors
Arizona
$18K +$189 +7 +1%
SMFS
104
Squar Milner Financial Services
California
$16K – – –
AF
105
Advisornet Financial
Minnesota
$16K +$16K +582 New
FRA
106
Front Row Advisors
California
$13K – – –
SWM
107
SeaCrest Wealth Management
New York
$12K – – –
PCFFS
108
Pacific Center for Financial Services
California
$12K +$103 +4 +0.9%
EWM
109
Elmwood Wealth Management
California
$8K -$2.31K -83 -22%
GWM
110
Geneos Wealth Management
Colorado
$8K +$8K +300 New
MA
111
MUFG Americas
New York
$6K +$6K +236 New
Fidelity Investments
112
Fidelity Investments
Massachusetts
$6K +$6K +238 New
WCM
113
Whitener Capital Management
North Carolina
$5K +$567 +23 +13%
SWP
114
Strategic Wealth Partners
Ohio
$5K +$1.32K +45 +36%
CHP
115
Cable Hill Partners
Oregon
$3K -$4.66K -185 -61%
LWA
116
Lowe Wealth Advisors
Maryland
$3K – – –
MSFP
117
Mark Sheptoff Financial Planning
Connecticut
$3K +$1.45K +61 +94%
SWA
118
Sutton Wealth Advisors
Florida
$2.94K -$294 -11 -9%
SHIM
119
Stone House Investment Management
Pennsylvania
$2K +$2K +78 New
MPWT
120
MassMutual Private Wealth & Trust
Connecticut
$1.2K – – –
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
– -$23.4M -1,000,000 Closed
ACA
122
Anchor Capital Advisors
Massachusetts
– -$410K -17,520 Closed
SPIA
123
Steward Partners Investment Advisory
New York
– -$289K -12,356 Closed
VF
124
Virtu Financial
New York
– -$225K -9,621 Closed
BEAM
125
Baker Ellis Asset Management
Washington
– -$103K -4,400 Closed
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5
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