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iShares Global REIT ETF
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Overview Fund Activity

249 hedge funds and large institutions have $1.46B invested in iShares Global REIT ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 104 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-16
Holders Change %
-6.04%
% of All Funds
3.99%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
19
Increased
104
Reduced
89
Closed
31
Calls
$101K
Puts
$126K
Net Calls
-$25K
Net Calls Change
-$31K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$21.7M
2
Bank of America
Bank of America
North Carolina
+$8.93M
3
WPW
Waldron Private Wealth
Pennsylvania
+$7.99M
4
SAG
SageView Advisory Group
California
+$5.06M
5
OCM
One Capital Management
California
+$4.59M

Top Sellers

1
GLA
Great Lakes Advisors
Illinois
-$25.3M
2
SW
SVB Wealth
Massachusetts
-$5.13M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.95M
4
PFO
Pathstone Family Office
New Jersey
-$2.92M
5
Wells Fargo
Wells Fargo
California
-$2.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
226
Cambridge Trust
Massachusetts
$11.5K +$11.5K +500 New
FRA
227
Front Row Advisors
California
$11K – – –
WWM
228
Wolff Wiese Magana
California
$10.3K – – –
FCG
229
Financial Connections Group
California
$9K – – –
FFA
230
Founders Financial Alliance
North Carolina
$8.28K – – –
PA
231
Parallel Advisors
California
$6.03K – – –
CTC
232
Central Trust Company
Missouri
$5.69K – – –
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$4.36K – – –
SIC
234
SJS Investment Consulting
Ohio
$4.24K -$13.3K -582 -76%
HPC
235
HM Payson & Co
Maine
$3.92K – – –
BAM
236
Belpointe Asset Management
Nevada
$3.72K -$3.51K -153 -49%
OHWP
237
Oak Harbor Wealth Partners
North Carolina
$3.28K – – –
TF
238
TimeScale Financial
Massachusetts
$3.26K – – –
MSFP
239
Mark Sheptoff Financial Planning
Connecticut
$2.89K – – –
IRC
240
Investors Research Corp
Georgia
$2.52K – – –
TWA
241
TCI Wealth Advisors
Arizona
$2.18K -$37.5K -1,635 -95%
CSC
242
Caldwell Sutter Capital
California
$2.18K +$2.18K +95 New
Commonwealth Equity Services
243
Commonwealth Equity Services
Massachusetts
$1.59K -$431 -18,796 -21%
SWA
244
Sutton Wealth Advisors
Florida
$1.33K +$69 +3 +5%
SWG
245
Summit Wealth Group
Vermont
$1K +$1K +29,098 New
ME
246
McIlrath & Eck
Washington
$917 – – –
KFS
247
Kelly Financial Services
Massachusetts
$693 – – –
GWSG
248
GPS Wealth Strategies Group
Colorado
$665 +$665 +29 New
HNB
249
Huntington National Bank
Ohio
$596 – – –
FFA
250
Farther Finance Advisors
California
$115 +$115 +5 New
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10
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