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iShares Global REIT ETF
REET

Overview Fund Activity

122 hedge funds and large institutions have $704M invested in iShares Global REIT ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+14
Holders Change %
+12.96%
% of All Funds
2.64%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
23
Increased
56
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$95.5M
2
FA
FDx Advisors
Illinois
+$42.2M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$12M
4
PCIG
Partners Capital Investment Group
Massachusetts
+$8.45M
5
S
SimplyRich
California
+$7.48M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$23.4M
2
GI
Gradient Investments
Minnesota
-$20.5M
3
FI
FormulaFolio Investments
Michigan
-$7.96M
4
RTC
Riverview Trust Company
Washington
-$4.28M
5
BlackRock
BlackRock
New York
-$4.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAS
1
First Command Advisory Services
Texas
$171M +$689K +25,827 +0.4%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$95.5M +$95.5M +3,572,797 +793,955%
FA
3
FDx Advisors
Illinois
$42.2M +$42.2M +1,578,410 New
Wells Fargo
4
Wells Fargo
California
$32.2M +$2.82M +105,462 +10%
BlackRock
5
BlackRock
New York
$28M -$4.26M -159,486 -13%
FI
6
FormulaFolio Investments
Michigan
$26.6M -$7.96M -297,995 -23%
SWM
7
SigFig Wealth Management
California
$23.6M +$2.73M +102,298 +13%
Bank of America
8
Bank of America
North Carolina
$22M +$883K +33,057 +4%
PCIG
9
Partners Capital Investment Group
Massachusetts
$19M +$8.45M +316,061 +80%
CWM
10
Cahaba Wealth Management
Georgia
$18.4M +$1.35M +50,377 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15.7M +$2.5M +93,718 +19%
AB
12
AT Bancorp
Iowa
$15.1M -$2.16M -80,658 -12%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$14.9M +$692K +25,902 +5%
Morgan Stanley
14
Morgan Stanley
New York
$13.5M +$3.17M +118,488 +31%
Allianz Asset Management
15
Allianz Asset Management
Germany
$12M +$12M +448,367 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$9M -$601K -22,492 -6%
AIC
17
Ameritas Investment Company
Nebraska
$8.1M +$3.77M +141,256 +87%
S
18
SimplyRich
California
$7.48M +$7.48M +279,800 New
BSWM
19
Boston Standard Wealth Management
Massachusetts
$6.97M +$52.6K +1,967 +0.8%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$6.61M +$1.08M +40,496 +20%
Goldman Sachs
21
Goldman Sachs
New York
$6.26M -$73.2K -2,738 -1%
RTC
22
Riverview Trust Company
Washington
$5.85M -$4.28M -160,260 -42%
CFA
23
Capstone Financial Advisors
Illinois
$5.78M -$1.38M -51,525 -19%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$5.55M +$5.55M +207,527 New
Asset Management One
25
Asset Management One
Japan
$5.36M +$1.47M +55,000 +38%
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