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iShares Global REIT ETF
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Overview Fund Activity

169 hedge funds and large institutions have $719M invested in iShares Global REIT ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
3.47%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.21%
New
32
Increased
66
Reduced
50
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
+$56.2M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$22M
3
SC
Savant Capital
Illinois
+$8.81M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.93M
5
SCRM
Security Capital Research & Management
Illinois
+$6.01M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$58.6M
2
M&T Bank
M&T Bank
New York
-$15.8M
3
FFA
First Foundation Advisors
California
-$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$12M
5
Bank of America
Bank of America
North Carolina
-$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
151
MUFG Americas
New York
$5K – – –
BFC
152
Bedel Financial Consulting
Indiana
$5K – – –
SWA
153
Sutton Wealth Advisors
Florida
$4.13K +$814 +39 +25%
SF
154
Synovus Financial
Georgia
$4K -$6.7K -330 -63%
EWM
155
Elmwood Wealth Management
California
$4K -$6.09K -300 -60%
ACA
156
Aptus Capital Advisors
Alabama
$3K -$10.2K -522 -77%
MSFP
157
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
PFO
158
Pathstone Family Office
New Jersey
$3K – – –
GWM
159
Geneos Wealth Management
Colorado
$3K – – –
LWA
160
Lowe Wealth Advisors
Maryland
$2K – – –
ME
161
McIlrath & Eck
Washington
$1K – – –
EW
162
Evoke Wealth
California
$1K – – –
TWA
163
TCI Wealth Advisors
Arizona
$1K – – –
MPWT
164
MassMutual Private Wealth & Trust
Connecticut
$1K +$357 +25 +56%
FHA
165
Flagship Harbor Advisors
Massachusetts
$1K +$1K +56 New
AWA
166
Arkadios Wealth Advisors
Georgia
$561 – – –
AIC
167
Ameritas Investment Company
Nebraska
– -$8.98M -519,528 Closed
Barclays
168
Barclays
United Kingdom
– -$3.06M -160,000 Closed
BPC
169
Banque Pictet & Cie
Switzerland
– -$1.58M -82,600 Closed
PNAA
170
Pictet North America Advisors
Switzerland
– -$1.58M -82,600 Closed
FI
171
FormulaFolio Investments
Michigan
– -$1.26M -65,830 Closed
BFPW
172
BOK Financial Private Wealth
Colorado
– -$930K -48,567 Closed
WANY
173
Wealthspire Advisors (New York)
New York
– -$726K -37,886 Closed
RWMH
174
Riverpoint Wealth Management Holdings
Illinois
– -$402K -20,981 Closed
G
175
Gainplan
Michigan
– -$368K -19,226 Closed
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