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iShares Global REIT ETF
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Overview Fund Activity

246 hedge funds and large institutions have $1.51B invested in iShares Global REIT ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 94 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-6
Holders Change %
-2.38%
% of All Funds
3.92%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
24
Increased
94
Reduced
85
Closed
25
Calls
$25K
Puts
$307K
Net Calls
-$282K
Net Calls Change
-$87K

Top Buyers

1
SAG
SageView Advisory Group
California
$35.2M
2
NL
NEPC LLC
Massachusetts
$13.4M
3
Goldman Sachs
Goldman Sachs
New York
$31M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$22.3M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$10.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$97.8M
2
S
SimplyRich
California
$0
3
BlackRock
BlackRock
New York
$157M
4
Ameriprise
Ameriprise
Minnesota
$7.26M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$4.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$11.1K -$81.8K -3,864 -88%
FRA
227
Front Row Advisors
California
$10.7K – – –
WWM
228
Wolff Wiese Magana
California
$9.49K – – –
CAS
229
Coppell Advisory Solutions
Texas
$9.06K +$9.06K +399 New
CG
230
Cutler Group
California
$8K +$8K +400 New
FFA
231
Founders Financial Alliance
North Carolina
$7.64K – – –
NA
232
NewEdge Advisors
Louisiana
$6.03K +$2.48K +117 +70%
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$4.02K – – –
AWA
234
Authentikos Wealth Advisory
California
$3.41K +$3.41K +161 New
SIS
235
Sound Income Strategies
Florida
$3.32K +$3.32K +157 New
HI
236
Harbour Investments
Wisconsin
$3.13K – – –
CTWM
237
Cherry Tree Wealth Management
Minnesota
$3.09K – – –
IRC
238
Investors Research Corp
Georgia
$3.09K +$762 +36 +33%
CSC
239
Caldwell Sutter Capital
California
$3.03K – – –
OHWP
240
Oak Harbor Wealth Partners
North Carolina
$3.03K – – –
CFD
241
Creative Financial Designs
Indiana
$3.01K – – –
MSFP
242
Mark Sheptoff Financial Planning
Connecticut
$2.67K – – –
SWA
243
Sutton Wealth Advisors
Florida
$1.33K +$85 +4 +7%
ME
244
McIlrath & Eck
Washington
$847 – – –
KFS
245
Kelly Financial Services
Massachusetts
$643 – – –
EWM
246
EPG Wealth Management
Georgia
$454 – – –
GCS
247
Gordian Capital (Singapore)
Singapore
$21 +$21 +1 New
S
248
SimplyRich
California
– -$8.44M -367,462 Closed
Toronto Dominion Bank
249
Toronto Dominion Bank
Ontario, Canada
– -$2.3M -100,000 Closed
TFA
250
TPG Financial Advisors
Oregon
– -$1.38M -60,067 Closed
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