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iShares Global REIT ETF
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Overview Fund Activity

168 hedge funds and large institutions have $682M invested in iShares Global REIT ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 45 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
3.71%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
39
Increased
64
Reduced
45
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$88.1M
2
Wells Fargo
2
Wells Fargo
California
$109M
3
CFA
3
Capstone Financial Advisors
Illinois
$22.5M
4
FFA
4
First Foundation Advisors
California
$16.7M
5
GB
5
Gunma Bank
Japan
$12.7M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$1.26M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$13M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$0
5
Asset Management One
5
Asset Management One
Japan
$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
151
Pathstone Family Office
New Jersey
$3K +$3K +150 New
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$2K -$219K -15,355 -99%
GWM
153
Geneos Wealth Management
Colorado
$2K -$1K -75 -33%
LWA
154
Lowe Wealth Advisors
Maryland
$2K -$214 -12 -10%
S
155
SignatureFD
Georgia
$2K – – –
MSFP
156
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$2K +$2K +126 New
EW
158
Evoke Wealth
California
$1.07K +$1.07K +56 New
TWA
159
TCI Wealth Advisors
Arizona
$1K -$148K -6,384 -99%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$1K -$1.48K -59 -60%
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
ME
162
McIlrath & Eck
Washington
$1K +$1K +40 New
AWA
163
Arkadios Wealth Advisors
Georgia
$517 – – –
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
– -$5.07M -183,500 Closed
Allianz Asset Management
165
Allianz Asset Management
Germany
– -$4.06M -147,037 Closed
DWA
166
Divergent Wealth Advisors
Utah
– -$2.76M -99,800 Closed
DFG
167
DWM Financial Group
Illinois
– -$2.31M -83,664 Closed
FFC
168
Fure Financial Corporation
Minnesota
– -$1.26M -45,742 Closed
KCM
169
Kathmere Capital Management
Pennsylvania
– -$1.25M -45,058 Closed
Citadel Advisors
170
Citadel Advisors
Florida
– -$990K -35,844 Closed
FMT
171
First Mercantile Trust
Tennessee
– -$818K -29,619 Closed
FMC
172
First Merchants Corp
Indiana
– -$625K -22,650 Closed
HI
173
HBK Investments
Texas
– -$484K -17,508 Closed
SG Americas Securities
174
SG Americas Securities
New York
– -$365K -13,200 Closed
MAFM
175
Mid Atlantic Financial Management
Pennsylvania
– -$348K -12,606 Closed
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