REET icon

iShares Global REIT ETF
REET

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
$171M
2
MWM
Modera Wealth Management
New Jersey
$23.2M
3
SC
Savant Capital
Illinois
$57.2M
4
CAN
Cetera Advisor Networks
California
$12.5M
5
OFG
Oxford Financial Group
Indiana
$10.4M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$1.3B
2
BF
Brooklyn FI
New York
$3.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
DA
Drake & Associates
Wisconsin
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
276
Main Street Financial Solutions
Pennsylvania
– -$391K -18,365 Closed
CCA
277
Column Capital Advisors
Indiana
– -$321K -15,100 Closed
AFP
278
Ausdal Financial Partners
Iowa
– -$306K -14,404 Closed
CIAS
279
CFS Investment Advisory Services
New Jersey
– -$1K -14,315 Closed
GG
280
Gofen & Glossberg
Illinois
– -$270K -12,709 Closed
TBWA
281
Three Bridge Wealth Advisors
California
– -$266K -12,499 Closed
API
282
Advisor Partners II
California
– -$252K -11,867 Closed
CAN
283
Claraphi Advisory Network
United States
– -$238K -11,196 Closed
PFA
284
Professional Financial Advisors
Nebraska
– -$178K -8,371 Closed
Betterment LLC
285
Betterment LLC
New York
– -$202K -8,342 Closed
EIP
286
Ellis Investment Partners
Pennsylvania
– -$68K -3,197 Closed
CWM
287
Castle Wealth Management
Florida
– -$41K -1,930 Closed
MA
288
MUFG Americas
New York
– -$26K -1,236 Closed
EDRH
289
Edmond de Rothschild Holding
Switzerland
– -$13K -600 Closed
OPW
290
Oxler Private Wealth
New York
– -$48.1K -500 Closed
CT
291
Cambridge Trust
Massachusetts
– -$3K -150 Closed
CMA
292
Cedar Mountain Advisors
Oregon
– -$2K -96 Closed
CB
293
CNB Bank
Pennsylvania
– -$1K -54 Closed
GWSG
294
GPS Wealth Strategies Group
Colorado
– -$1K -29 Closed
8 9 10 11
12