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iShares Global REIT ETF
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Overview Fund Activity

173 hedge funds and large institutions have $773M invested in iShares Global REIT ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
3.5%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
30
Increased
64
Reduced
51
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
+$47.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$18.3M
3
PCA
Personal Capital Advisors
California
+$12.9M
4
Morgan Stanley
Morgan Stanley
New York
+$11M
5
WPW
Waldron Private Wealth
Pennsylvania
+$6.01M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$15.9M
2
LFG
Larson Financial Group
Missouri
-$4.95M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
-$4.35M
4
RPSA
Richard P. Slaughter Associates
Texas
-$3.86M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$3.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
101
Schoolcraft Capital
Colorado
$321K – – –
WSTAM
102
Wilbanks Smith & Thomas Asset Management
Virginia
$313K +$15.3K +728 +5%
AllianceBernstein
103
AllianceBernstein
Tennessee
$309K +$309K +14,674 New
Prudential Financial
104
Prudential Financial
New Jersey
$303K +$303K +14,390 New
OIA
105
OneDigital Investment Advisors
Kansas
$297K +$8.81K +419 +3%
PFA
106
Professional Financial Advisors
Nebraska
$296K +$674 +33 +0.2%
PAG
107
Private Advisor Group
New Jersey
$291K +$9.39K +446 +3%
IA
108
IFP Advisors
Florida
$288K -$11.1K -529 -4%
EWF
109
Epstein & White Financial
California
$287K +$15.1K +726 +6%
BCM
110
Boltwood Capital Management
California
$286K +$49K +2,335 +21%
MA
111
Mutual Advisors
Nebraska
$273K +$15K +712 +6%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$271K +$43.7K +2,079 +19%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$257K – – –
LCAM
114
London & Capital Asset Management
United Kingdom
$252K +$252K +12,000 New
IAN
115
Integrated Advisors Network
Texas
$251K +$251K +11,912 New
BC
116
Brio Consultants
California
$247K +$2.3K +109 +0.9%
RJT
117
Raymond James Trust
Florida
$243K -$67.3K -3,194 -22%
AWM
118
AE Wealth Management
Kansas
$234K -$85.6K -4,080 -27%
Deutsche Bank
119
Deutsche Bank
Germany
$231K +$223K +10,625 +2,833%
KAS
120
Kestra Advisory Services
Texas
$218K +$218K +10,386 New
PWM
121
Paulson Wealth Management
Illinois
$216K -$1.71K -81 -0.8%
SS
122
Simplicity Solutions
Minnesota
$213K -$47.7K -2,267 -18%
CAM
123
Cresset Asset Management
Illinois
$208K +$208K +9,900 New
TFM
124
TFC Financial Management
Massachusetts
$208K +$208K +9,903 New
MFG
125
MidWestOne Financial Group
Iowa
$207K +$207K +9,834 New
3 4
5
6 7