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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 %
FAM
126
Formidable Asset Management
Ohio
$364K -$1.11M -38,813 -75%
SG
127
StoneX Group
New York
$362K +$362K +13,045 New
BWM
128
Bulltick Wealth Management
Florida
$360K – – –
DWT
129
Dorsey & Whitney Trust
South Dakota
$347K +$15.9K +575 +5%
TI
130
Truepoint Inc
Ohio
$339K -$213K -7,675 -39%
LCAM
131
London & Capital Asset Management
United Kingdom
$333K – – –
Deutsche Bank
132
Deutsche Bank
Germany
$305K – – –
MFG
133
MidWestOne Financial Group
Iowa
$302K +$5.88K +212 +2%
CAN
134
Claraphi Advisory Network
United States
$300K +$10.4K +376 +4%
CIM
135
Cambria Investment Management
California
$296K -$9.52K -343 -3%
Betterment LLC
136
Betterment LLC
New York
$296K -$9.4K -339 -3%
MML Investors Services
137
MML Investors Services
Massachusetts
$293K +$293K +10,571 New
SMA
138
Sage Mountain Advisors
Georgia
$284K +$3.04K +110 +1%
BRWA
139
B. Riley Wealth Advisors
Florida
$284K +$4.13K +149 +1%
TCWA
140
Ten Capital Wealth Advisors
Washington
$281K +$129K +4,634 +84%
PPA
141
Parametric Portfolio Associates
Washington
$278K -$13.1K -472 -4%
PWM
142
Paulson Wealth Management
Illinois
$275K +$3.05K +110 +1%
CAM
143
Cresset Asset Management
Illinois
$274K – – –
PAG
144
Private Advisor Group
New Jersey
$272K -$3.63K -131 -1%
BCM
145
Boltwood Capital Management
California
$267K – – –
HWMA
146
Heritage Wealth Management (Arizona)
Arizona
$264K -$130K -4,680 -33%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$257K – – –
CFO
148
Collective Family Office
Pennsylvania
$251K +$9.91K +358 +4%
PCA
149
Personal Capital Advisors
California
$249K -$2.52K -91 -1%
FTUS
150
Flow Traders U.S.
New York
$246K -$449K -16,191 -65%
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6
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