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iShares Global REIT ETF
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Overview Fund Activity

252 hedge funds and large institutions have $1.6B invested in iShares Global REIT ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 95 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+3
Holders Change %
+1.2%
% of All Funds
3.97%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
28
Increased
95
Reduced
90
Closed
24
Calls
$14K
Puts
$209K
Net Calls
-$195K
Net Calls Change
-$170K

Top Buyers

1
VA
Valmark Advisers
Ohio
+$113M
2
Jane Street
Jane Street
New York
+$20.7M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$15.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$9.58M
5
Goldman Sachs
Goldman Sachs
New York
+$6.08M

Top Sellers

1
OPWM
Oakwell Private Wealth Management
Texas
-$6.65M
2
Morgan Stanley
Morgan Stanley
New York
-$6.58M
3
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
-$6.38M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$6.35M
5
CAN
Cetera Advisor Networks
California
-$5.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
226
Pacifica Partners
Canada
$16.9K – – –
DI
227
Disciplined Investments
Oklahoma
$15.2K – – –
FA
228
Fortis Advisors
Pennsylvania
$14.7K -$96 -96 -0.7%
AIM
229
Anchor Investment Management
South Carolina
$13.8K – – –
LOIP
230
Live Oak Investment Partners
Texas
$12.7K – – –
CT
231
Cambridge Trust
Massachusetts
$11.5K – – –
FRA
232
Front Row Advisors
California
$11K – – –
Citadel Advisors
233
Citadel Advisors
Florida
$10.7K -$556K -24,208 -98%
WWM
234
Wolff Wiese Magana
California
$10.3K – – –
FFA
235
Founders Financial Alliance
North Carolina
$8.29K – – –
BBHC
236
Brown Brothers Harriman & Co
New York
$5.77K +$5.77K +251 New
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$4.36K – – –
SIC
238
SJS Investment Consulting
Ohio
$4.07K -$184 -8 -4%
NA
239
NewEdge Advisors
Louisiana
$3.86K -$20.7K -899 -84%
HI
240
Harbour Investments
Wisconsin
$3.4K -$18.3K -799 -84%
CTWM
241
Cherry Tree Wealth Management
Minnesota
$3.35K +$3.35K +146 New
OHWP
242
Oak Harbor Wealth Partners
North Carolina
$3.29K – – –
CSC
243
Caldwell Sutter Capital
California
$3.29K +$1.1K +48 +51%
CFD
244
Creative Financial Designs
Indiana
$3.26K -$12.8K -558 -80%
TF
245
TimeScale Financial
Massachusetts
$3.26K – – –
UB
246
UMB Bank
Missouri
$3.19K +$3.19K +139 New
MSFP
247
Mark Sheptoff Financial Planning
Connecticut
$2.89K – – –
IRC
248
Investors Research Corp
Georgia
$2.53K – – –
SWA
249
Sutton Wealth Advisors
Florida
$1.36K +$23 +1 +2%
ME
250
McIlrath & Eck
Washington
$919 – – –
8 9
10
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