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iShares Global REIT ETF
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Overview Fund Activity

144 hedge funds and large institutions have $546M invested in iShares Global REIT ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
3.16%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
25
Increased
59
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$11.6M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$9.03M
3
AIC
Ameritas Investment Company
Nebraska
+$7.33M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$6.15M
5
Bank of America
Bank of America
North Carolina
+$3.07M

Top Sellers

1
SWM
SigFig Wealth Management
California
-$26.8M
2
FA
FDx Advisors
Illinois
-$23.6M
3
Wells Fargo
Wells Fargo
California
-$7.2M
4
Jane Street
Jane Street
New York
-$4.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$99.9M -$3.67M -130,926 -4%
Wells Fargo
2
Wells Fargo
California
$33.1M -$7.2M -256,432 -18%
Bank of America
3
Bank of America
North Carolina
$25.4M +$3.07M +109,290 +14%
FI
4
FormulaFolio Investments
Michigan
$24.7M -$2.44M -86,947 -9%
CWM
5
Cahaba Wealth Management
Georgia
$21.6M +$1.04M +37,189 +5%
BlackRock
6
BlackRock
New York
$19.7M -$2.84M -101,160 -13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19.1M +$614K +21,875 +3%
Allianz Asset Management
8
Allianz Asset Management
Germany
$19M +$1.19M +42,333 +7%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$18.2M +$11.6M +411,545 +173%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$17M -$1.68M -59,962 -9%
Morgan Stanley
11
Morgan Stanley
New York
$15.1M +$665K +23,684 +5%
PCIG
12
Partners Capital Investment Group
Massachusetts
$13.2M -$2.61M -92,910 -16%
PSUF
13
People's United Financial
Connecticut
$12.3M -$1.13M -40,243 -8%
Ameriprise
14
Ameriprise
Minnesota
$9.39M +$2.56M +91,021 +37%
BOPW
15
Brandywine Oak Private Wealth
Pennsylvania
$9.03M +$9.03M +321,734 New
Asset Management One
16
Asset Management One
Japan
$8.47M +$1.24M +44,000 +17%
S
17
SimplyRich
California
$8.22M +$289K +10,319 +4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$7.9M -$1.66M -59,079 -17%
BSWM
19
Boston Standard Wealth Management
Massachusetts
$7.76M +$290K +10,335 +4%
AIC
20
Ameritas Investment Company
Nebraska
$7.33M +$7.33M +255,109 New
Goldman Sachs
21
Goldman Sachs
New York
$6.86M -$2.27M -80,961 -25%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$6.15M +$6.15M +218,930 New
VOYA Investment Management
23
VOYA Investment Management
Georgia
$6.12M +$115K +4,106 +2%
CFA
24
Capstone Financial Advisors
Illinois
$5.87M – – –
RTC
25
Riverview Trust Company
Washington
$5.84M -$3.23K -115 -0.1%
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