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iShares Global REIT ETF
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Overview Fund Activity

207 hedge funds and large institutions have $1.29B invested in iShares Global REIT ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 87 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+5
Holders Change %
+2.48%
% of All Funds
3.61%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
23
Increased
87
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$119M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$36.6M
3
LPL Financial
LPL Financial
California
$31.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.5M
5
Allianz Asset Management
Allianz Asset Management
Germany
$12.8M

Top Sellers

1
M&T Bank
M&T Bank
New York
$84.8M
2
GB
Gunma Bank
Japan
$3.11M
3
S
SimplyRich
California
$0
4
PSUF
People's United Financial
Connecticut
$17.3M
5
SFA
Sequoia Financial Advisors
Ohio
$604K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
101
Financial Advocates Investment Management
Washington
$635K -$8.01K -289 -1%
MSFS
102
Main Street Financial Solutions
Pennsylvania
$628K -$43K -1,552 -6%
SFA
103
Sequoia Financial Advisors
Ohio
$604K -$6.64M -239,802 -92%
V
104
Veritable
Delaware
$569K -$42.4K -1,531 -7%
1WA
105
180 Wealth Advisors
Washington
$550K +$3K +105 +0.5%
EA
106
Emerald Advisors
Washington
$534K +$104K +3,766 +24%
CA
107
Continuum Advisory
Idaho
$531K -$26.3K -950 -5%
CL
108
CPWM LLC
Washington
$518K +$14.3K +516 +3%
CAL
109
Capital Analysts LLC
Pennsylvania
$516K +$45.8K +1,655 +10%
US Bancorp
110
US Bancorp
Minnesota
$512K – – –
BHB
111
Bank Hapoalim BM
Israel
$511K -$389K – –
OIA
112
OneDigital Investment Advisors
Kansas
$509K -$94.5K -3,407 -16%
WSTAM
113
Wilbanks Smith & Thomas Asset Management
Virginia
$458K +$3.19K +115 +0.7%
TFM
114
TFC Financial Management
Massachusetts
$449K +$2K +72 +0.4%
CPWM
115
Cardinal Point Wealth Management
California
$447K -$74.2K -2,675 -14%
FIB
116
First Interstate Bank
Montana
$445K +$445K +16,051 New
AWM
117
AE Wealth Management
Kansas
$431K +$123K +4,440 +40%
SC
118
Schoolcraft Capital
Colorado
$424K – – –
Bank Julius Baer & Co
119
Bank Julius Baer & Co
Switzerland
$422K -$354K -12,758 -46%
22CM
120
20/20 Capital Management
California
$420K -$14.6K -527 -3%
EWF
121
Epstein & White Financial
California
$417K +$4.32K +156 +1%
ASN
122
Advisory Services Network
Georgia
$385K +$32.5K +1,171 +9%
IA
123
IFP Advisors
Florida
$381K – – –
Natixis Advisors
124
Natixis Advisors
Massachusetts
$379K -$115K -4,133 -23%
BC
125
Brio Consultants
California
$376K -$31.9K -1,148 -8%
3 4
5
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