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iShares Global REIT ETF
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Overview Fund Activity

169 hedge funds and large institutions have $608M invested in iShares Global REIT ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
169
Holders Change
+25
Holders Change %
+17.36%
% of All Funds
3.34%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.22%
New
41
Increased
66
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PSUF
1
People's United Financial
Connecticut
$31.6M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$25.3M
3
AIC
3
Ameritas Investment Company
Nebraska
$13M
4
RPSA
4
Richard P. Slaughter Associates
Texas
$5.67M
5
SIS
5
SVB Investment Services
Utah
$5.01M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$4.06M
2
MWA
2
MFA Wealth Advisors
Pennsylvania
$0
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$94.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$247K
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$94.8M 3,430,935 -133,863 -4%
Wells Fargo
2
Wells Fargo
California
$35.8M 1,296,488 +117,849 +10%
PSUF
3
People's United Financial
Connecticut
$31.6M 1,145,510 +706,580 +161%
Bank of America
4
Bank of America
North Carolina
$25.4M 920,539 +17,542 +2%
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$25.3M 916,834 +267,880 +41%
FI
6
FormulaFolio Investments
Michigan
$23M 831,873 -48,116 -5%
CWM
7
Cahaba Wealth Management
Georgia
$22.9M 828,280 +58,558 +8%
BlackRock
8
BlackRock
New York
$20.3M 733,622 +31,220 +4%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$18.5M 670,596 +65,404 +11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$18.3M 663,948 -16,687 -2%
PCIG
11
Partners Capital Investment Group
Massachusetts
$17.3M 625,306 +154,670 +33%
Morgan Stanley
12
Morgan Stanley
New York
$15.6M 563,913 +25,632 +5%
AIC
13
Ameritas Investment Company
Nebraska
$13M 471,400 +216,291 +85%
BOPW
14
Brandywine Oak Private Wealth
Pennsylvania
$10.4M 377,696 +55,962 +17%
Asset Management One
15
Asset Management One
Japan
$10.4M 377,600 +76,000 +25%
Ameriprise
16
Ameriprise
Minnesota
$9.54M 344,615 +10,262 +3%
S
17
SimplyRich
California
$8.36M 305,189 +12,015 +4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$7.88M 285,282 +3,943 +1%
BSWM
19
Boston Standard Wealth Management
Massachusetts
$7.83M 283,652 +7,369 +3%
SMDAM
20
Sumitomo Mitsui DS Asset Management
Japan
$7.45M 269,813 +152,831 +131%
LFG
21
Larson Financial Group
Missouri
$7.31M 264,731 +59,386 +29%
Goldman Sachs
22
Goldman Sachs
New York
$7.01M 253,785 +9,520 +4%
QCG
23
Quadrant Capital Group
Ohio
$6.25M 229,494 +92,196 +67%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$6.05M 219,125 +1,326 +0.6%
CFA
25
Capstone Financial Advisors
Illinois
$6.05M 219,126 +10,174 +5%
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