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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
$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 %
VOYA Investment Management
26
VOYA Investment Management
Georgia
$11.9M +$480K +21,147 +4%
Asset Management One
27
Asset Management One
Japan
$11.4M +$5M +220,000 +78%
LFG
28
Larson Financial Group
Missouri
$10.9M -$1.4M -61,846 -11%
OFG
29
Oxford Financial Group
Indiana
$10.4M +$7.52M +331,019 +261%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$10.4M -$193K -8,498 -2%
BSWM
31
Boston Standard Wealth Management
Massachusetts
$10.1M +$502K +22,126 +5%
CHA
32
Cooper/Haims Advisors
New York
$9.76M +$2.29M +101,013 +31%
GB
33
Gunma Bank
Japan
$9.54M – – –
SAG
34
SageView Advisory Group
California
$9.53M +$9.53M +419,482 New
S
35
SimplyRich
California
$9.34M +$137K +6,049 +1%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$9.19M +$472K +19,233 +5%
BOPW
37
Brandywine Oak Private Wealth
Pennsylvania
$8.79M +$483K +21,264 +6%
Creative Planning
38
Creative Planning
Kansas
$8.59M +$6.01M +264,658 +233%
Cerity Partners
39
Cerity Partners
New York
$8.04M +$4M +175,923 +99%
Ameriprise
40
Ameriprise
Minnesota
$7.84M +$545K +24,018 +7%
DPI
41
Diversified Portfolios Inc
Michigan
$6.94M +$4.57M +201,048 +193%
RCI
42
RS Crum Inc
California
$6.76M +$5.32M +234,280 +369%
WPW
43
Waldron Private Wealth
Pennsylvania
$6.59M – – –
FWP
44
FAS Wealth Partners
Kansas
$6.49M +$157K +6,892 +2%
OPWM
45
Oakwell Private Wealth Management
Texas
$6.31M +$511K +22,508 +9%
Bank Julius Baer & Co
46
Bank Julius Baer & Co
Switzerland
$6.28M +$99K +4,360 +2%
MBFW
47
Morton Brown Family Wealth
Pennsylvania
$6.13M -$664K -29,254 -10%
AAS
48
Ameritas Advisory Services
Nebraska
$6.04M -$2.87M -126,545 -32%
B
49
Bailard
California
$6.03M -$17.7K -780 -0.3%
UBS Group
50
UBS Group
Switzerland
$5.92M +$4.17M +183,698 +238%
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