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iShares Global REIT ETF
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Overview Fund Activity

207 hedge funds and large institutions have $1.29B invested in iShares Global REIT ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 87 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+5
Holders Change %
+2.48%
% of All Funds
3.61%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
23
Increased
87
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$119M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$36.6M
3
LPL Financial
LPL Financial
California
$31.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.5M
5
Allianz Asset Management
Allianz Asset Management
Germany
$12.8M

Top Sellers

1
M&T Bank
M&T Bank
New York
$84.8M
2
GB
Gunma Bank
Japan
$3.11M
3
S
SimplyRich
California
$0
4
PSUF
People's United Financial
Connecticut
$17.3M
5
SFA
Sequoia Financial Advisors
Ohio
$604K
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
201
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
PGWM
203
Parisi Gray Wealth Management
New Jersey
$2K +$2K +62 New
SWA
204
Sutton Wealth Advisors
Florida
$1.5K – – –
EWM
205
Elmwood Wealth Management
California
$1K -$7.96K -175 -89%
ACA
206
Aptus Capital Advisors
Alabama
$1K – – –
JCM
207
Jacobi Capital Management
Pennsylvania
$1K – – –
ME
208
McIlrath & Eck
Washington
$1K – – –
AF
209
Allworth Financial
California
$1K – – –
S
210
SimplyRich
California
– -$9.41M -369,375 Closed
Invesco
211
Invesco
Georgia
– -$4.82M -188,949 Closed
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
– -$3.44M -134,964 Closed
HCA
213
Heck Capital Advisors
Wisconsin
– -$2.68M -105,145 Closed
WMP
214
Wealth Management Partners
Arizona
– -$1.11M -42,623 Closed
Prudential Financial
215
Prudential Financial
New Jersey
– -$367K -14,390 Closed
BAMG
216
Brand Asset Management Group
Missouri
– -$313K -12,284 Closed
SFS
217
Sowell Financial Services
Arkansas
– -$175K -6,486 Closed
VFA
218
Valeo Financial Advisors
Indiana
– -$60K -2,344 Closed
WAP
219
Wealthcare Advisory Partners
Pennsylvania
– -$59K -2,296 Closed
MAM
220
Meeder Asset Management
Ohio
– -$25K -984 Closed
M
221
MOTCO
Texas
– -$13K -516 Closed
IAIM
222
International Assets Investment Management
Florida
– -$5K -208 Closed
SIS
223
Sound Income Strategies
Florida
– -$1.55K -61 Closed
LWA
224
Lenox Wealth Advisors
New York
– -$1K -58 Closed
NFG
225
Next Financial Group
Texas
– -$1K -51 Closed
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