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iShares Global REIT ETF
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Overview Fund Activity

173 hedge funds and large institutions have $773M invested in iShares Global REIT ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
3.5%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
30
Increased
64
Reduced
51
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
+$47.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$18.3M
3
PCA
Personal Capital Advisors
California
+$12.9M
4
Morgan Stanley
Morgan Stanley
New York
+$11M
5
WPW
Waldron Private Wealth
Pennsylvania
+$6.01M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$15.9M
2
LFG
Larson Financial Group
Missouri
-$4.95M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
-$4.35M
4
RPSA
Richard P. Slaughter Associates
Texas
-$3.86M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$3.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$104M +$47.2M +2,246,568 +83%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$84.1M -$1.27M -61,314 -1%
M&T Bank
3
M&T Bank
New York
$83.1M +$2.24M +106,508 +3%
Wells Fargo
4
Wells Fargo
California
$45.1M -$15.9M -755,681 -26%
Morgan Stanley
5
Morgan Stanley
New York
$30M +$11M +525,072 +58%
PSUF
6
People's United Financial
Connecticut
$24.5M -$1.75M -83,373 -7%
SC
7
Savant Capital
Illinois
$22.5M +$863K +41,016 +4%
Mitsubishi UFJ Asset Management
8
Mitsubishi UFJ Asset Management
Japan
$22.2M -$22.5K -1,070 -0.1%
CWM
9
Cahaba Wealth Management
Georgia
$20.1M +$341K +16,226 +2%
CFA
10
Capstone Financial Advisors
Illinois
$18.8M +$9.21K +438 +0%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$18.4M +$18.3M +874,780 +56,437%
PCIG
12
Partners Capital Investment Group
Massachusetts
$17.6M -$1.21M -57,315 -6%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$17.4M +$778K +36,987 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$14.8M +$393K +18,678 +3%
PCA
15
Personal Capital Advisors
California
$12.9M +$12.9M +611,397 New
GB
16
Gunma Bank
Japan
$12.2M – – –
BlackRock
17
BlackRock
New York
$11.6M +$386K +18,356 +3%
Bank of America
18
Bank of America
North Carolina
$10.8M -$530K -25,182 -5%
Goldman Sachs
19
Goldman Sachs
New York
$8.53M +$538K +25,583 +7%
SMDAM
20
Sumitomo Mitsui DS Asset Management
Japan
$7.69M +$291K +13,819 +4%
S
21
SimplyRich
California
$7.47M +$38.1K +1,814 +0.5%
Asset Management One
22
Asset Management One
Japan
$7.45M – – –
BOPW
23
Brandywine Oak Private Wealth
Pennsylvania
$7.35M +$121K +5,767 +2%
BSWM
24
Boston Standard Wealth Management
Massachusetts
$7.24M +$559K +26,603 +8%
UBS Group
25
UBS Group
Switzerland
$6.56M +$2.62M +124,580 +67%
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