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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 %
MPW
251
MGO Private Wealth
California
– -$1.22M -53,893 Closed
CGA
252
Crescent Grove Advisors
Illinois
– -$1.19M -52,500 Closed
FTUS
253
Flow Traders U.S.
New York
– -$976K -42,959 Closed
OPS
254
Orion Portfolio Solutions
Nebraska
– -$675K -29,701 Closed
WIM
255
WealthPlan Investment Management
Nebraska
– -$667K -26,923 Closed
BCI
256
Brinker Capital Investments
Pennsylvania
– -$473K -20,833 Closed
CI
257
CX Institutional
Indiana
– -$406K -17,878 Closed
CA
258
Continuum Advisory
Idaho
– -$337K -14,825 Closed
RWA
259
Redmont Wealth Advisors
Illinois
– -$335K -14,766 Closed
PCIA
260
Prime Capital Investment Advisors
Kansas
– -$298K -13,125 Closed
JPMPWA
261
J.P. Morgan Private Wealth Advisors
California
– -$263K -11,561 Closed
DI
262
DDFG Inc
California
– -$254K -11,169 Closed
WI
263
Wintrust Investments
Illinois
– -$211K -9,289 Closed
AIP
264
Almanack Investment Partners
Pennsylvania
– -$202K -8,907 Closed
SFFS
265
Stonehage Fleming Financial Services
Jersey
– -$202K -8,875 Closed
Rockefeller Capital Management
266
Rockefeller Capital Management
New York
– -$178K -7,846 Closed
RBC
267
Romano Brothers & Co
Illinois
– -$90.8K -4,000 Closed
LSA
268
Lansing Street Advisors
Pennsylvania
– -$54K -2,377 Closed
RIA
269
Realta Investment Advisors
Delaware
– -$34.6K -1,525 Closed
CG
270
Cutler Group
California
– -$25K -1,140 Closed
LWP
271
Laurel Wealth Planning
Minnesota
– -$18.7K -824 Closed
FA
272
Fiduciary Alliance
South Carolina
– -$17.4K -765 Closed
BCV
273
Banque Cantonale Vaudoise
Switzerland
– -$13K -590 Closed
PIMG
274
Patriot Investment Management Group
Tennessee
– -$11.2K -450 Closed
CASC
275
Coppell Advisory Solutions Corp
Texas
– -$9.06K -399 Closed
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