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iShares Global REIT ETF
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Overview Fund Activity

82 hedge funds and large institutions have $395M invested in iShares Global REIT ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+16
Holders Change %
+24.24%
% of All Funds
1.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
30
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$163M
2
SWM
SigFig Wealth Management
California
+$13.1M
3
CWM
Cornerstone Wealth Management
Missouri
+$6.17M
4
OIWM
OptiFour Integrated Wealth Management
Virginia
+$3.92M
5
FA
FDx Advisors
Illinois
+$3.65M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$18.4M
2
UBS Group
UBS Group
Switzerland
-$3.03M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.03M
4
Jane Street
Jane Street
New York
-$1.77M
5
PAG
Private Advisor Group
New Jersey
-$627K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAS
1
First Command Advisory Services
Texas
$163M +$163M +6,337,143 New
FA
2
FDx Advisors
Illinois
$35.7M +$3.65M +142,099 +11%
BlackRock
3
BlackRock
New York
$21.9M +$1.3M +50,530 +6%
PCIG
4
Partners Capital Investment Group
Massachusetts
$17.2M +$1.35M +52,502 +8%
GI
5
Gradient Investments
Minnesota
$15.6M +$1.78M +69,258 +13%
CWM
6
Cahaba Wealth Management
Georgia
$15.1M +$3.44M +134,186 +30%
Bank of America
7
Bank of America
North Carolina
$14.4M +$2.22M +86,696 +18%
SWM
8
SigFig Wealth Management
California
$13.1M +$13.1M +512,232 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$10.2M +$378K +14,720 +4%
Wells Fargo
10
Wells Fargo
California
$9.97M +$18.4K +717 +0.2%
AB
11
AT Bancorp
Iowa
$8.84M +$1.93M +75,159 +28%
Morgan Stanley
12
Morgan Stanley
New York
$8.47M +$264K +10,293 +3%
CWM
13
Cornerstone Wealth Management
Missouri
$6.17M +$6.17M +157,409 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.16M +$225K +8,769 +4%
OIWM
15
OptiFour Integrated Wealth Management
Virginia
$3.92M +$3.92M +152,777 New
UBS Group
16
UBS Group
Switzerland
$3.66M -$3.03M -118,274 -45%
MWA
17
MFA Wealth Advisors
Pennsylvania
$3.42M +$3.42M +131,701 New
LFG
18
Larson Financial Group
Missouri
$2.69M +$667K +26,011 +33%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$2.55M +$2.55M +99,335 New
MFP
20
Mosaic Financial Partners
California
$2.4M -$51.6K -2,012 -2%
Ameriprise
21
Ameriprise
Minnesota
$2.36M +$1.1M +42,908 +88%
Jane Street
22
Jane Street
New York
$2.29M -$1.77M -68,961 -44%
BTS
23
BB&T Securities
Virginia
$1.97M +$126K +4,917 +7%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.96M +$393K +15,325 +25%
TL
25
TrueWealth LLC
Georgia
$1.96M +$49K +1,911 +3%
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