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iShares Global REIT ETF
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Overview Fund Activity

190 hedge funds and large institutions have $870M invested in iShares Global REIT ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+17
Holders Change %
+9.83%
% of All Funds
3.37%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.2%
New
36
Increased
50
Reduced
66
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.9M
2
Jane Street
2
Jane Street
New York
$4.06M
3
OFG
3
Oxford Financial Group
Indiana
$3.91M
4
JWA
4
JFS Wealth Advisors
Pennsylvania
$2.76M
5
EDRH
5
Edmond de Rothschild Holding
Switzerland
$2.58M

Top Sellers

1
PCA
1
Personal Capital Advisors
California
$290K
2
Wells Fargo
2
Wells Fargo
California
$42M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$15.2M
5
MD
5
Money Design
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
T
101
TRUADVICE
Florida
$437K -$68.2K -2,856 -13%
TI
102
Truepoint Inc
Ohio
$428K +$26.4K +1,104 +7%
22CM
103
20/20 Capital Management
California
$427K -$1.63M -67,379 -79%
CL
104
CPWM LLC
Washington
$423K -$35.9K -1,502 -8%
PA
105
Parallel Advisors
California
$413K +$26.9K +1,123 +7%
FMN
106
Financial Management Network
California
$398K +$398K +16,472 New
WSTAM
107
Wilbanks Smith & Thomas Asset Management
Virginia
$392K +$35.8K +1,498 +10%
FIB
108
First Interstate Bank
Montana
$384K – – –
CPWM
109
Cardinal Point Wealth Management
California
$384K +$384K +16,050 New
Natixis Advisors
110
Natixis Advisors
Massachusetts
$371K -$2.3K -96 -0.6%
SC
111
Schoolcraft Capital
Colorado
$366K – – –
BAMG
112
Brand Asset Management Group
Missouri
$358K -$163K -6,816 -31%
HighTower Advisors
113
HighTower Advisors
Illinois
$355K +$119K +4,969 +50%
PFA
114
Professional Financial Advisors
Nebraska
$347K – – –
EWF
115
Epstein & White Financial
California
$346K +$17.6K +736 +5%
Prudential Financial
116
Prudential Financial
New Jersey
$344K – – –
MA
117
Mutual Advisors
Nebraska
$343K +$32.3K +1,349 +10%
ASN
118
Advisory Services Network
Georgia
$330K -$156K -6,525 -32%
IA
119
IFP Advisors
Florida
$328K – – –
BC
120
Brio Consultants
California
$320K +$39.4K +1,648 +14%
BWM
121
Bulltick Wealth Management
Florida
$311K +$311K +13,000 New
TFM
122
TFC Financial Management
Massachusetts
$307K +$69.9K +2,921 +29%
PCA
123
Personal Capital Advisors
California
$290K -$14.3M -599,262 -98%
LCAM
124
London & Capital Asset Management
United Kingdom
$287K – – –
IAN
125
Integrated Advisors Network
Texas
$286K +$1.12K +47 +0.4%
3 4
5
6 7