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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 %
BFEC
251
Benjamin F. Edwards & Company
Missouri
– -$702K -30,548 Closed
SPC
252
Sigma Planning Corp
Michigan
– -$403K -17,559 Closed
PAG
253
Private Advisor Group
New Jersey
– -$390K -16,986 Closed
FA
254
Fortis Advisors
Pennsylvania
– -$14.7K -14,663 Closed
Millennium Management
255
Millennium Management
New York
– -$302K -13,147 Closed
KAS
256
Kestra Advisory Services
Texas
– -$300K -13,060 Closed
TSS
257
Two Sigma Securities
New York
– -$294K -12,799 Closed
NAS
258
Nicolet Advisory Services
Wisconsin
– -$247K -10,717 Closed
FA
259
Flagstar Advisors
New York
– -$241K -10,478 Closed
DWT
260
Dorsey & Whitney Trust
South Dakota
– -$233K -10,155 Closed
IWM
261
IHT Wealth Management
Illinois
– -$230K -9,999 Closed
DWA
262
Delap Wealth Advisory
Oregon
– -$220K -9,567 Closed
Thrivent Financial for Lutherans
263
Thrivent Financial for Lutherans
Minnesota
– -$200K -8,755 Closed
OP
264
ORG Partners
Indiana
– -$197K -8,594 Closed
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
– -$193K -8,400 Closed
BAM
266
Bosun Asset Management
Illinois
– -$159K -6,934 Closed
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$124K -5,400 Closed
FPB
268
First PREMIER Bank
South Dakota
– -$56K -2,426 Closed
FA
269
Fiduciary Alliance
South Carolina
– -$17.6K -765 Closed
DI
270
Disciplined Investments
Oklahoma
– -$15.2K -661 Closed
BBHC
271
Brown Brothers Harriman & Co
New York
– -$5.77K -251 Closed
SIC
272
SJS Investment Consulting
Ohio
– -$4.07K -177 Closed
LOIP
273
Live Oak Investment Partners
Texas
– -$12.7K – –
7 8 9 10
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