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iShares Global REIT ETF
REET

Overview Fund Activity

98 hedge funds and large institutions have $471M invested in iShares Global REIT ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+16
Holders Change %
+19.51%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
23
Increased
45
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$32.6M
2
BlackRock
BlackRock
New York
+$7.89M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.33M
4
AB
AT Bancorp
Iowa
+$5.75M
5
Bank of America
Bank of America
North Carolina
+$4.87M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$3.48M
2
UBS Group
UBS Group
Switzerland
-$1.92M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.33M
5
AC
Avestar Capital
New York
-$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAS
1
First Command Advisory Services
Texas
$161M +$1.09M +43,179 +0.7%
FA
2
FDx Advisors
Illinois
$36.7M +$1.61M +63,973 +5%
FI
3
FormulaFolio Investments
Michigan
$32.6M +$32.6M +1,292,778 New
BlackRock
4
BlackRock
New York
$29.4M +$7.89M +313,001 +37%
Bank of America
5
Bank of America
North Carolina
$19M +$4.87M +193,226 +34%
PCIG
6
Partners Capital Investment Group
Massachusetts
$18.8M +$1.89M +75,136 +11%
SWM
7
SigFig Wealth Management
California
$17.4M +$4.5M +178,468 +35%
GI
8
Gradient Investments
Minnesota
$16.4M +$1.09M +43,261 +7%
CWM
9
Cahaba Wealth Management
Georgia
$15.8M +$1.1M +43,827 +7%
AB
10
AT Bancorp
Iowa
$14.4M +$5.75M +227,914 +66%
Wells Fargo
11
Wells Fargo
California
$13.4M +$3.65M +144,715 +37%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$12.4M +$6.33M +250,910 +105%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$8.71M -$1.33M -52,770 -13%
Morgan Stanley
14
Morgan Stanley
New York
$8.33M +$3.88K +154 +0%
BSWM
15
Boston Standard Wealth Management
Massachusetts
$6.24M +$6.24M +249,808 New
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$4.66M +$2.15M +85,248 +86%
OIWM
17
OptiFour Integrated Wealth Management
Virginia
$4.15M +$301K +11,935 +8%
Jane Street
18
Jane Street
New York
$4.09M +$1.83M +72,647 +81%
MWA
19
MFA Wealth Advisors
Pennsylvania
$3.51M +$207K +8,273 +6%
LFG
20
Larson Financial Group
Missouri
$2.86M +$212K +8,410 +8%
Ameriprise
21
Ameriprise
Minnesota
$2.77M +$456K +18,066 +20%
CWM
22
Cornerstone Wealth Management
Missouri
$2.68M -$3.48M -88,987 -57%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.04M +$104K +4,119 +5%
PFM
24
Phillips Financial Management
Indiana
$2.01M +$1.72M +68,106 +588%
BTS
25
BB&T Securities
Virginia
$1.99M +$49.4K +1,959 +3%
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