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iShares Global REIT ETF
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Overview Fund Activity

207 hedge funds and large institutions have $1.29B invested in iShares Global REIT ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 87 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+5
Holders Change %
+2.48%
% of All Funds
3.61%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
23
Increased
87
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$119M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$36.6M
3
LPL Financial
LPL Financial
California
$31.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.5M
5
Allianz Asset Management
Allianz Asset Management
Germany
$12.8M

Top Sellers

1
M&T Bank
M&T Bank
New York
$84.8M
2
GB
Gunma Bank
Japan
$3.11M
3
S
SimplyRich
California
$0
4
PSUF
People's United Financial
Connecticut
$17.3M
5
SFA
Sequoia Financial Advisors
Ohio
$604K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$146M +$1.04M +37,372 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$119M +$68M +2,452,521 +134%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$108M -$2.64M -93,498 -2%
M&T Bank
4
M&T Bank
New York
$84.8M -$24.8M -893,680 -23%
GI
5
Gradient Investments
Minnesota
$53.7M +$3.88M +139,904 +8%
Wells Fargo
6
Wells Fargo
California
$43.8M +$688K +24,836 +2%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$36.6M +$36.6M +1,300,043 New
SC
8
Savant Capital
Illinois
$34.2M +$581K +20,966 +2%
LPL Financial
9
LPL Financial
California
$31.7M +$23.6M +851,898 +291%
CWM
10
Cahaba Wealth Management
Georgia
$29.7M -$1.93M -67,034 -6%
PCIG
11
Partners Capital Investment Group
Massachusetts
$27.6M +$466K +16,799 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$27.5M +$21.8M +785,724 +383%
CFA
13
Capstone Financial Advisors
Illinois
$25.3M +$153K +5,537 +0.6%
BlackRock
14
BlackRock
New York
$24.2M -$978K -35,288 -4%
Mitsubishi UFJ Asset Management
15
Mitsubishi UFJ Asset Management
Japan
$20M -$4.61M -166,288 -19%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$19.5M +$793K +28,621 +4%
OCM
17
One Capital Management
California
$18M +$10M +360,589 +126%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$17.6M -$64.2K -2,315 -0.4%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$17.3M +$1.78M +64,329 +11%
PSUF
20
People's United Financial
Connecticut
$17.3M -$8.64M -311,753 -33%
Bank of America
21
Bank of America
North Carolina
$16.5M +$2.86M +103,283 +21%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$14.7M +$7.72M +278,664 +111%
AIC
23
Ameritas Investment Company
Nebraska
$13.5M +$4.69M +169,113 +53%
Allianz Asset Management
24
Allianz Asset Management
Germany
$12.8M +$12.8M +460,400 New
KFAA
25
Klaas Financial Asset Advisors
Illinois
$12.5M -$1.44M -51,730 -10%
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