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iShares Global REIT ETF
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Overview Fund Activity

173 hedge funds and large institutions have $773M invested in iShares Global REIT ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
3.5%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
30
Increased
64
Reduced
51
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
+$47.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$18.3M
3
PCA
Personal Capital Advisors
California
+$12.9M
4
Morgan Stanley
Morgan Stanley
New York
+$11M
5
WPW
Waldron Private Wealth
Pennsylvania
+$6.01M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$15.9M
2
LFG
Larson Financial Group
Missouri
-$4.95M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
-$4.35M
4
RPSA
Richard P. Slaughter Associates
Texas
-$3.86M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$3.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
151
Edmond de Rothschild Holding
Switzerland
$13K – – –
SPIA
152
Steward Partners Investment Advisory
New York
$13K +$4.02K +190 +45%
AWM
153
Avior Wealth Management
Nebraska
$12K -$10K -499 -46%
FRA
154
Front Row Advisors
California
$12K – – –
M
155
MOTCO
Texas
$11K +$11K +516 New
FCAS
156
First Command Advisory Services
Texas
$10K -$10.9K -537 -52%
GWM
157
Geneos Wealth Management
Colorado
$8K +$5.22K +281 +187%
FFA
158
Founders Financial Alliance
North Carolina
$8K +$8K +361 New
TCM
159
TD Capital Management
Tennessee
$6K +$61 +3 +1%
MA
160
MUFG Americas
New York
$5K – – –
BFC
161
Bedel Financial Consulting
Indiana
$5K – – –
EWM
162
Elmwood Wealth Management
California
$4K – – –
MSFP
163
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
PFO
164
Pathstone Family Office
New Jersey
$3K – – –
Qube Research & Technologies (QRT)
165
Qube Research & Technologies (QRT)
United Kingdom
$2K +$2K +90 New
SWA
166
Sutton Wealth Advisors
Florida
$1.14K -$3.03K -144 -73%
ACA
167
Aptus Capital Advisors
Alabama
$1K -$2.14K -105 -68%
TWA
168
TCI Wealth Advisors
Arizona
$1K – – –
ME
169
McIlrath & Eck
Washington
$1K – – –
FHA
170
Flagship Harbor Advisors
Massachusetts
$1K – – –
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
Barclays
172
Barclays
United Kingdom
$1K +$1K +50 New
AWA
173
Arkadios Wealth Advisors
Georgia
$574 – – –
LBA
174
Letko, Brosseau & Associates
Quebec, Canada
– -$4.35M -208,500 Closed
RPSA
175
Richard P. Slaughter Associates
Texas
– -$3.86M -184,732 Closed
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