REET icon

iShares Global REIT ETF
REET

Overview Fund Activity

144 hedge funds and large institutions have $546M invested in iShares Global REIT ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
3.16%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
25
Increased
59
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$11.6M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$9.03M
3
AIC
Ameritas Investment Company
Nebraska
+$7.33M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$6.15M
5
Bank of America
Bank of America
North Carolina
+$3.07M

Top Sellers

1
SWM
SigFig Wealth Management
California
-$26.8M
2
FA
FDx Advisors
Illinois
-$23.6M
3
Wells Fargo
Wells Fargo
California
-$7.2M
4
Jane Street
Jane Street
New York
-$4.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
126
MYCIO Wealth Partners
Pennsylvania
$18K – – –
Fidelity Investments
127
Fidelity Investments
Massachusetts
$16K +$13.6K +487 +580%
FRA
128
Front Row Advisors
California
$14K – – –
Citigroup
129
Citigroup
New York
$13K -$18.3K -635 -58%
PCFFS
130
Pacific Center for Financial Services
California
$13K – – –
SPIA
131
Steward Partners Investment Advisory
New York
$12K +$56 +2 +0.5%
EWM
132
Elmwood Wealth Management
California
$8K – – –
PWP
133
Personal Wealth Partners
Minnesota
$8K – – –
GWM
134
Geneos Wealth Management
Colorado
$8K – – –
MA
135
MUFG Americas
New York
$7K – – –
WCM
136
Whitener Capital Management
North Carolina
$6K +$235 +9 +4%
CFGS
137
Concourse Financial Group Securities
Alabama
$6K +$6K +207 New
MSFP
138
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
SWA
139
Sutton Wealth Advisors
Florida
$3.09K – – –
LWA
140
Lowe Wealth Advisors
Maryland
$3K – – –
S
141
SignatureFD
Georgia
$3K +$3K +95 New
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
SWP
143
Strategic Wealth Partners
Ohio
$17 – -11 -2%
SWM
144
SigFig Wealth Management
California
– -$26.8M -1,006,455 Closed
FA
145
FDx Advisors
Illinois
– -$23.6M -883,088 Closed
Citadel Advisors
146
Citadel Advisors
Florida
– -$4.04M -151,642 Closed
APCM
147
Alaska Permanent Capital Management
Alaska
– -$1.35M -50,573 Closed
OMC
148
Old Mission Capital
Illinois
– -$1.33M -50,000 Closed
Baird Financial Group
149
Baird Financial Group
Wisconsin
– -$707K -26,519 Closed
SC
150
Scotia Capital
Ontario, Canada
– -$242K -9,090 Closed
3 4 5
6
7