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iShares Global REIT ETF
REET

Overview Fund Activity

169 hedge funds and large institutions have $608M invested in iShares Global REIT ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+25
Holders Change %
+17.36%
% of All Funds
3.34%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.22%
New
41
Increased
66
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PSUF
People's United Financial
Connecticut
$31.6M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$25.3M
3
AIC
Ameritas Investment Company
Nebraska
$13M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.07M
5
PCIG
Partners Capital Investment Group
Massachusetts
$17.3M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$4.06M
2
MWA
MFA Wealth Advisors
Pennsylvania
$0
3
Jones Financial Companies
Jones Financial Companies
Missouri
$94.8M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$247K
5
Stifel Financial
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
126
Realta Investment Advisors
Delaware
$154K -$3.5K -123 -2%
Citigroup
127
Citigroup
New York
$142K +$130K +4,682 +1,038%
WQ
128
Wealth Quarterback
New Jersey
$125K +$125K +4,532 New
BEAM
129
Baker Ellis Asset Management
Washington
$122K – – –
IA
130
IFP Advisors
Florida
$100K -$923 -34 -0.9%
TSW
131
Thompson Siegel & Walmsley
Virginia
$77K +$77K +2,800 New
CQS
132
Credential Qtrade Securities
$73.1K +$6.88K +249 +10%
TCM
133
TD Capital Management
Tennessee
$72K +$72K +2,602 New
FIB
134
First Interstate Bank
Montana
$60K +$4.67K +167 +8%
VCP
135
Verus Capital Partners
Arizona
$55K +$55K +1,977 New
RMAM
136
Raab & Moskowitz Asset Management
New Jersey
$54K +$54K +1,990 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$49K -$27.3K -988 -36%
AF
138
Advisornet Financial
Minnesota
$42K +$2.55K +93 +6%
CFN
139
Cordasco Financial Network
Florida
$37K – – –
RE
140
RBC Europe
United Kingdom
$35.9K – – –
DI
141
Disciplined Investments
Oklahoma
$35K +$35K +1,263 New
FCAS
142
First Command Advisory Services
Texas
$29K -$2.78K -100 -9%
SIS
143
Sound Income Strategies
Florida
$26K -$1.98K -71 -7%
LFG
144
LifePlan Financial Group
Ohio
$23K – – –
ACA
145
Aptus Capital Advisors
Alabama
$22K -$5.41K -201 -20%
RG
146
Retirement Group
California
$20K +$20K +716 New
PA
147
PSI Advisors
Florida
$20K +$20K +745 New
MWP
148
MYCIO Wealth Partners
Pennsylvania
$18K – – –
CWP
149
CFM Wealth Partners
Texas
$16K +$16K +558 New
SMFS
150
Squar Milner Financial Services
California
$16K +$16K +605 New
4 5
6
7 8