REET icon

iShares Global REIT ETF
REET

Overview Fund Activity

169 hedge funds and large institutions have $608M invested in iShares Global REIT ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+25
Holders Change %
+17.36%
% of All Funds
3.34%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.22%
New
41
Increased
66
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PSUF
1
People's United Financial
Connecticut
$31.6M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$25.3M
3
AIC
3
Ameritas Investment Company
Nebraska
$13M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.07M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$17.3M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$4.06M
2
MWA
2
MFA Wealth Advisors
Pennsylvania
$0
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$94.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$247K
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
101
Sigma Planning Corp
Michigan
$343K +$343K +12,400 New
SFS
102
Sowell Financial Services
Arkansas
$339K +$6.68K +242 +2%
Natixis Advisors
103
Natixis Advisors
Massachusetts
$330K +$330K +11,947 New
AWM
104
AE Wealth Management
Kansas
$324K +$99.9K +3,621 +45%
CA
105
Cetera Advisors
Colorado
$318K -$416K -14,942 -57%
FNBOO
106
First National Bank of Omaha
Nebraska
$301K +$60.1K +2,174 +25%
CPC
107
Cookson Peirce & Co
Pennsylvania
$279K +$279K +10,100 New
HIM
108
HawsGoodwin Investment Management
Tennessee
$274K +$274K +9,911 New
SS
109
Simplicity Solutions
Minnesota
$273K +$273K +9,892 New
NWM
110
Northwest Wealth Management
Iowa
$260K -$93K -3,363 -26%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$257K – – –
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$247K -$2.14M -77,498 -90%
SFFS
113
Stonehage Fleming Financial Services
Jersey
$245K +$245K +8,875 New
PA
114
Pinnacle Associates
New York
$227K -$4.72K -171 -2%
CW
115
CreativeOne Wealth
Kansas
$223K -$167K -6,028 -43%
PPA
116
Parametric Portfolio Associates
Washington
$220K -$33.4K -1,210 -13%
BF
117
BOK Financial
Oklahoma
$213K +$213K +7,703 New
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$213K +$213K +7,719 New
PO
119
Private Ocean
California
$207K – – –
TP
120
Tranquility Partners
Tennessee
$207K – – –
MML Investors Services
121
MML Investors Services
Massachusetts
$207K +$207K +7,509 New
BRWA
122
B. Riley Wealth Advisors
Florida
$201K +$201K +7,269 New
PA
123
Parallel Advisors
California
$180K +$827 +30 +0.5%
TWA
124
TCI Wealth Advisors
Arizona
$178K +$90.4K +3,265 +103%
GI
125
Gradient Investments
Minnesota
$155K +$128K +4,646 +475%
3 4
5
6 7