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

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$4.06M
2
MWA
2
MFA Wealth Advisors
Pennsylvania
$0
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$94.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$247K
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
151
Front Row Advisors
California
$14K – – –
PCFFS
152
Pacific Center for Financial Services
California
$13K +$428 +16 +3%
SPIA
153
Steward Partners Investment Advisory
New York
$12K +$138 +5 +1%
VFA
154
Valeo Financial Advisors
Indiana
$10K +$10K +351 New
PWP
155
Personal Wealth Partners
Minnesota
$8K – – –
Deutsche Bank
156
Deutsche Bank
Germany
$7K -$29.5K -1,212 -81%
MA
157
MUFG Americas
New York
$7K – – –
GWM
158
Geneos Wealth Management
Colorado
$6K -$2K -75 -25%
CFGS
159
Concourse Financial Group Securities
Alabama
$6K – – –
SWA
160
Sutton Wealth Advisors
Florida
$4.09K +$1.05K +38 +35%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$3K -$14.3K -472 -83%
S
162
SignatureFD
Georgia
$3K – – –
LWA
163
Lowe Wealth Advisors
Maryland
$3K – – –
MSFP
164
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
MPWT
165
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
AWA
166
Arkadios Wealth Advisors
Georgia
$771 +$771 +27 New
MWA
167
MFA Wealth Advisors
Pennsylvania
– -$4.23M -150,685 Closed
Stifel Financial
168
Stifel Financial
Missouri
– -$1.9M -67,226 Closed
Mitsubishi UFJ Trust & Banking
169
Mitsubishi UFJ Trust & Banking
Japan
– -$1.38M -49,147 Closed
UAS
170
United Asset Strategies
New York
– -$661K -23,542 Closed
DAS
171
Dynamic Advisor Solutions
Arizona
– -$614K -21,881 Closed
MFG
172
Magnus Financial Group
New York
– -$494K -17,608 Closed
GM
173
GeoWealth Management
Illinois
– -$396K -14,092 Closed
CWM
174
Cornerstone Wealth Management
Missouri
– -$253K -9,003 Closed
CAN
175
Claraphi Advisory Network
United States
– -$140K -4,994 Closed
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