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iShares Global REIT ETF
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Overview Fund Activity

217 hedge funds and large institutions have $1.25B invested in iShares Global REIT ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 93 increasing their positions, 64 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+10
Holders Change %
+4.83%
% of All Funds
3.81%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
93
Reduced
64
Closed
10
Calls
$20K
Puts
–
Net Calls
+$20K
Net Calls Change
+$20K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$59.9M
2
BlackRock
BlackRock
New York
$46.7M
3
MD
Money Design
Japan
$19.8M
4
S
SimplyRich
California
$10.7M
5
Citadel Advisors
Citadel Advisors
Florida
$13.1M

Top Sellers

1
Citigroup
Citigroup
New York
$1.99M
2
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
$2.62M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21.5M
4
UBS Group
UBS Group
Switzerland
$5.98M
5
AC
Avestar Capital
New York
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFFS
151
Stonehage Fleming Financial Services
Jersey
$243K – – –
CG
152
Cutler Group
California
$241K +$241K +8,810 New
PCA
153
Personal Capital Advisors
California
$236K -$9.77K -357 -4%
CBFP
154
Cedar Brook Financial Partners
Ohio
$235K – – –
GFP
155
Gryphon Financial Partners
Ohio
$234K -$466 -17 -0.2%
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$230K +$132K +4,800 +133%
PWM
157
Paulson Wealth Management
Illinois
$230K -$42.2K -1,541 -16%
CFO
158
Collective Family Office
Pennsylvania
$226K -$22.5K -821 -9%
SIM
159
Seaview Investment Managers
Florida
$220K +$220K +8,049 New
JPMPWA
160
J.P. Morgan Private Wealth Advisors
California
$217K +$217K +7,933 New
SC
161
Scotia Capital
Ontario, Canada
$216K +$3.12K +114 +1%
PFA
162
Professional Financial Advisors
Nebraska
$214K +$438 +16 +0.2%
PA
163
Parallel Advisors
California
$206K -$15.9K -580 -7%
AP
164
Advisors Preferred
Maryland
$201K +$201K +7,232 New
MHR
165
Matthew Hamilton Rosenberg
$194K -$40K -1,460 -17%
BDWM
166
Brewin Dolphin Wealth Management
Ireland
$167K +$13.7K +500 +9%
CQS
167
Credential Qtrade Securities
$151K -$1.59K -58 -1%
EDRH
168
Edmond de Rothschild Holding
Switzerland
$135K -$3.04M -110,515 -96%
FCM
169
Firestone Capital Management
Florida
$130K – – –
CLOS
170
Compagnie Lombard Odier SCmA
Switzerland
$129K +$80.2K +2,912 +164%
HWMA
171
Heritage Wealth Management (Arizona)
Arizona
$111K -$150K -5,488 -58%
RG
172
Retirement Group
California
$108K +$22.7K +800 +27%
AWA
173
Arkadios Wealth Advisors
Georgia
$106K -$1.36K -50 -1%
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$104K +$5.46K +201 +6%
EIP
175
Ellis Investment Partners
Pennsylvania
$87K +$109 +4 +0.1%
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