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iShares Global REIT ETF
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Overview Fund Activity

202 hedge funds and large institutions have $1.04B invested in iShares Global REIT ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+12
Holders Change %
+6.32%
% of All Funds
3.56%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
37
Increased
89
Reduced
47
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$45.8M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$9.09M
3
AIC
3
Ameritas Investment Company
Nebraska
$8.09M
4
OCM
4
One Capital Management
California
$7.31M
5
BlackRock
5
BlackRock
New York
$23.2M

Top Sellers

1
PSUF
1
People's United Financial
Connecticut
$23.8M
2
Wells Fargo
2
Wells Fargo
California
$39.7M
3
BOPW
3
Brandywine Oak Private Wealth
Pennsylvania
$4.19M
4
Jane Street
4
Jane Street
New York
$265K
5
SLWS
5
Swaine & Leidel Wealth Services
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFFS
151
Stonehage Fleming Financial Services
Jersey
$226K +$226K +8,875 New
CFO
152
Collective Family Office
Pennsylvania
$222K +$222K +8,714 New
MHR
153
Matthew Hamilton Rosenberg
$218K -$509 -20 -0.2%
CBFP
154
Cedar Brook Financial Partners
Ohio
$215K – – –
SC
155
Scotia Capital
Ontario, Canada
$208K +$208K +8,155 New
PFA
156
Professional Financial Advisors
Nebraska
$198K -$171K -6,711 -46%
SFS
157
Sowell Financial Services
Arkansas
$175K -$14.2K -527 -8%
LWP
158
Laurel Wealth Planning
Minnesota
$149K – – –
TCWA
159
Ten Capital Wealth Advisors
Washington
$139K +$84.5K +3,339 +155%
CQS
160
Credential Qtrade Securities
$121K +$28.1K +1,100 +30%
SMFG
161
Sumitomo Mitsui Financial Group
Japan
$116K +$116K +4,548 New
EIP
162
Ellis Investment Partners
Pennsylvania
$81K +$153 +6 +0.2%
RG
163
Retirement Group
California
$76K +$10.4K +410 +16%
FCM
164
Firestone Capital Management
Florida
$70K +$70K +2,732 New
VFA
165
Valeo Financial Advisors
Indiana
$60K +$3.07K +120 +5%
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$59K +$59K +2,296 New
HI
167
Harbour Investments
Wisconsin
$59K +$59K +2,308 New
AF
168
Advisornet Financial
Minnesota
$55K +$16.4K +640 +43%
AWA
169
Arkadios Wealth Advisors
Georgia
$46K +$45.3K +1,800 +6,667%
SWM
170
Spire Wealth Management
Virginia
$44K +$44K +1,864 New
CFN
171
Cordasco Financial Network
Florida
$34K – – –
RE
172
RBC Europe
United Kingdom
$33.1K – – –
DI
173
Disciplined Investments
Oklahoma
$32K +$745 +29 +2%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$27K +$14.4K +572 +115%
MAM
175
Meeder Asset Management
Ohio
$25K +$25K +984 New
5 6
7
8 9