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iShares Global REIT ETF
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Overview Fund Activity

169 hedge funds and large institutions have $719M invested in iShares Global REIT ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
3.47%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.21%
New
32
Increased
66
Reduced
50
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
+$56.2M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$22M
3
SC
Savant Capital
Illinois
+$8.81M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.93M
5
SCRM
Security Capital Research & Management
Illinois
+$6.01M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$58.6M
2
M&T Bank
M&T Bank
New York
-$15.8M
3
FFA
First Foundation Advisors
California
-$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$12M
5
Bank of America
Bank of America
North Carolina
-$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
101
Raymond James Trust
Florida
$307K +$307K +14,731 New
PFA
102
Professional Financial Advisors
Nebraska
$302K -$94.4K -4,521 -24%
WSTAM
103
Wilbanks Smith & Thomas Asset Management
Virginia
$296K +$11K +526 +4%
IA
104
IFP Advisors
Florida
$294K -$37.3K -1,810 -11%
OIA
105
OneDigital Investment Advisors
Kansas
$286K +$53K +2,538 +23%
PAG
106
Private Advisor Group
New Jersey
$279K -$17.9K -858 -6%
EWF
107
Epstein & White Financial
California
$271K +$14.8K +711 +6%
BHTS
108
Bar Harbor Trust Services
Maine
$270K -$270K -12,904 -50%
SS
109
Simplicity Solutions
Minnesota
$259K +$30.4K +1,456 +13%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$257K – – –
MA
111
Mutual Advisors
Nebraska
$256K +$256K +12,274 New
BC
112
Brio Consultants
California
$243K -$134K -6,416 -36%
BCM
113
Boltwood Capital Management
California
$236K +$236K +11,285 New
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$226K +$226K +10,820 New
PWM
115
Paulson Wealth Management
Illinois
$216K +$216K +10,332 New
MHR
116
Matthew Hamilton Rosenberg
$208K +$8.33K +399 +4%
SFFS
117
Stonehage Fleming Financial Services
Jersey
$185K – – –
CAN
118
Cetera Advisor Networks
California
$172K -$79.7K -3,810 -32%
SFS
119
Sowell Financial Services
Arkansas
$163K -$92.5K -4,429 -36%
PA
120
Parallel Advisors
California
$133K – – –
OPS
121
Orion Portfolio Solutions
Nebraska
$121K +$92.8K +4,439 +330%
GI
122
Gradient Investments
Minnesota
$115K -$3.18K -153 -3%
EIP
123
Ellis Investment Partners
Pennsylvania
$70K +$106 +5 +0.2%
CQS
124
Credential Qtrade Securities
$58.8K -$5.27K -252 -8%
RG
125
Retirement Group
California
$49K +$49K +2,363 New
3 4
5
6 7