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iShares Global REIT ETF
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Overview Fund Activity

108 hedge funds and large institutions have $493M invested in iShares Global REIT ETF in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
2.41%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
26
Increased
46
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$23.4M
2
Wells Fargo
Wells Fargo
California
+$13.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$10.5M
4
CFA
Capstone Financial Advisors
Illinois
+$6.28M
5
Goldman Sachs
Goldman Sachs
New York
+$5.55M

Top Sellers

1
FA
FDx Advisors
Illinois
-$36.7M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$8.23M
3
Jane Street
Jane Street
New York
-$4.09M
4
CWM
Cornerstone Wealth Management
Missouri
-$2.68M
5
PFM
Phillips Financial Management
Indiana
-$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAS
1
First Command Advisory Services
Texas
$150M +$422K +17,989 +0.3%
FI
2
FormulaFolio Investments
Michigan
$32.6M – – –
BlackRock
3
BlackRock
New York
$28.3M +$938K +40,063 +3%
Wells Fargo
4
Wells Fargo
California
$25.8M +$13.3M +568,204 +107%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$23.4M +$23.4M +1,000,000 New
Bank of America
6
Bank of America
North Carolina
$18.5M +$857K +36,592 +5%
SWM
7
SigFig Wealth Management
California
$18.4M +$2.12M +90,096 +13%
GI
8
Gradient Investments
Minnesota
$17.9M +$2.58M +110,166 +17%
AB
9
AT Bancorp
Iowa
$15.2M +$1.76M +75,036 +13%
CWM
10
Cahaba Wealth Management
Georgia
$15M +$169K +7,237 +1%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$12.4M +$10.5M +450,006 +558%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$11.6M +$83.6K +3,568 +0.7%
PCIG
13
Partners Capital Investment Group
Massachusetts
$9.24M -$8.23M -351,464 -47%
Morgan Stanley
14
Morgan Stanley
New York
$9.08M +$1.34M +57,311 +17%
RTC
15
Riverview Trust Company
Washington
$8.88M +$8.88M +379,331 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$8.41M +$328K +14,024 +4%
CFA
17
Capstone Financial Advisors
Illinois
$6.28M +$6.28M +267,966 New
BSWM
18
Boston Standard Wealth Management
Massachusetts
$6.05M +$204K +8,709 +3%
Goldman Sachs
19
Goldman Sachs
New York
$5.55M +$5.55M +237,153 New
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$4.84M +$519K +22,163 +12%
OIWM
21
OptiFour Integrated Wealth Management
Virginia
$4.03M +$174K +7,432 +5%
AIC
22
Ameritas Investment Company
Nebraska
$3.83M +$3.83M +161,970 New
DWA
23
Divergent Wealth Advisors
Utah
$3.7M +$3.68M +157,272 +22,058%
LFG
24
Larson Financial Group
Missouri
$3.41M +$758K +32,369 +29%
Asset Management One
25
Asset Management One
Japan
$3.41M +$3.41M +145,600 New
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