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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
$55.2M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$30.1M
5
Goldman Sachs
Goldman Sachs
New York
$23.7M

Top Sellers

1
OPWM
Oakwell Private Wealth Management
Texas
$0
2
Morgan Stanley
Morgan Stanley
New York
$134M
3
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
$11.7M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$0
5
CAN
Cetera Advisor Networks
California
$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
251
Kelly Financial Services
Massachusetts
$698 – – –
Fidelity Investments
252
Fidelity Investments
Massachusetts
$657 -$26.5K -1,169 -98%
EWM
253
EPG Wealth Management
Georgia
$493 +$493 +21 New
OPWM
254
Oakwell Private Wealth Management
Texas
– -$6.65M -289,951 Closed
Bank Julius Baer & Co
255
Bank Julius Baer & Co
Switzerland
– -$6.35M -277,055 Closed
AAS
256
Ameritas Advisory Services
Nebraska
– -$3.65M -159,308 Closed
Wellington Management Group
257
Wellington Management Group
Massachusetts
– -$1.17M -51,106 Closed
SWG
258
Summit Wealth Group
Vermont
– -$1K -29,098 Closed
Mackenzie Financial
259
Mackenzie Financial
Ontario, Canada
– -$444K -19,365 Closed
FNBOO
260
First National Bank of Omaha
Nebraska
– -$415K -18,082 Closed
AllianceBernstein
261
AllianceBernstein
Tennessee
– -$375K -16,373 Closed
T
262
TCWP
Ohio
– -$330K -14,373 Closed
FG
263
Foster Group
Iowa
– -$329K -14,328 Closed
AFA
264
Alpha Financial Advisors
North Carolina
– -$317K -13,826 Closed
PFA
265
Professional Financial Advisors
Nebraska
– -$247K -8,460 Closed
ASN
266
Advisory Services Network
Georgia
– -$154K -6,730 Closed
Qube Research & Technologies (QRT)
267
Qube Research & Technologies (QRT)
United Kingdom
– -$133K -5,805 Closed
SSC
268
Syverson Strege & Co
Iowa
– -$26.7K -1,163 Closed
AF
269
Allworth Financial
California
– -$14.7K -639 Closed
Deutsche Bank
270
Deutsche Bank
Germany
– -$11.5K -500 Closed
FCG
271
Financial Connections Group
California
– -$9K -396 Closed
CTC
272
Central Trust Company
Missouri
– -$5.69K -248 Closed
HPC
273
HM Payson & Co
Maine
– -$3.92K -171 Closed
BAM
274
Belpointe Asset Management
Nevada
– -$3.72K -162 Closed
TWA
275
TCI Wealth Advisors
Arizona
– -$2.18K -95 Closed
8 9 10
11
12