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iShares Global REIT ETF
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Overview Fund Activity

265 hedge funds and large institutions have $2.69B invested in iShares Global REIT ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 94 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+26
Holders Change %
+10.88%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
59
Increased
94
Reduced
71
Closed
29
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$6K

Top Buyers

1
BlackRock
BlackRock
New York
+$44.2M
2
MWM
Modera Wealth Management
New Jersey
+$19.5M
3
SC
Savant Capital
Illinois
+$19.3M
4
CAN
Cetera Advisor Networks
California
+$12.2M
5
OFG
Oxford Financial Group
Indiana
+$7.52M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$219M
2
BF
Brooklyn FI
New York
-$7.31M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$6.25M
4
DA
Drake & Associates
Wisconsin
-$5.27M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
251
HM Payson & Co
Maine
$3.88K +$3.88K +171 New
EE
252
EWG Elevate
California
$3.34K +$3.34K +147 New
OHWP
253
Oak Harbor Wealth Partners
North Carolina
$3.25K – – –
TF
254
TimeScale Financial
Massachusetts
$3.02K – – –
MSFP
255
Mark Sheptoff Financial Planning
Connecticut
$2.86K – – –
IRC
256
Investors Research Corp
Georgia
$2.5K – – –
CA
257
CoreCap Advisors
Michigan
$2.32K +$2.32K +102 New
BTI
258
Blue Trust Inc
Georgia
$2K – – –
BBHC
259
Brown Brothers Harriman & Co
New York
$1.98K -$237K -10,431 -99%
SWA
260
Sutton Wealth Advisors
Florida
$1.25K +$45 +2 +4%
ME
261
McIlrath & Eck
Washington
$908 – – –
KFS
262
Kelly Financial Services
Massachusetts
$681 +$681 +30 New
PAG
263
Private Advisor Group
New Jersey
$243 – – –
MCC
264
Money Concepts Capital
Florida
$136 – – –
NA
265
NewEdge Advisors
Louisiana
$3 +$3 +140 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
266
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$6.25M -293,600 Closed
DA
267
Drake & Associates
Wisconsin
– -$5.27M -247,948 Closed
CF
268
Centaurus Financial
California
– -$3.17M -149,111 Closed
Bank of Nova Scotia
269
Bank of Nova Scotia
Ontario, Canada
– -$1.76M -82,676 Closed
RFN
270
RDA Financial Network
Iowa
– -$899K -42,267 Closed
CWM
271
Cahaba Wealth Management
Georgia
– -$829K -38,991 Closed
Renaissance Technologies
272
Renaissance Technologies
New York
– -$821K -38,600 Closed
Millennium Management
273
Millennium Management
New York
– -$746K -35,085 Closed
TLFA
274
True Link Financial Advisors
California
– -$657K -30,880 Closed
FP
275
Financial Perspectives
Minnesota
– -$490K -23,055 Closed
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