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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
$140M
2
Bank of America
Bank of America
North Carolina
$24M
3
WPW
Waldron Private Wealth
Pennsylvania
$15.1M
4
SAG
SageView Advisory Group
California
$14.7M
5
OCM
One Capital Management
California
$28.9M

Top Sellers

1
GLA
Great Lakes Advisors
Illinois
$5.34M
2
SW
SVB Wealth
Massachusetts
$18.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.4M
4
PFO
Pathstone Family Office
New Jersey
$1.68M
5
Wells Fargo
Wells Fargo
California
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
26
Larson Financial Group
Missouri
$12.1M +$1.18M +51,463 +11%
CAN
27
Cetera Advisor Networks
California
$12M -$546K -23,829 -4%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$11.5M -$479K -20,880 -4%
WA
29
Wilshire Advisors
California
$10.4M -$1.55M -67,722 -13%
OFG
30
Oxford Financial Group
Indiana
$10.3M -$211K -9,190 -2%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$10.2M -$226K -9,877 -2%
BSWM
32
Boston Standard Wealth Management
Massachusetts
$10.1M -$96.8K -4,220 -0.9%
Asset Management One
33
Asset Management One
Japan
$9.72M -$1.77M -77,000 -15%
BOPW
34
Brandywine Oak Private Wealth
Pennsylvania
$9.65M +$769K +33,526 +9%
GB
35
Gunma Bank
Japan
$9.63M – – –
S
36
SimplyRich
California
$9.57M +$146K +6,349 +2%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$8.75M +$162K +7,072 +2%
CHA
38
Cooper/Haims Advisors
New York
$8.73M -$1.12M -48,897 -11%
Creative Planning
39
Creative Planning
Kansas
$8.53M -$147K -6,414 -2%
Ameriprise
40
Ameriprise
Minnesota
$8.04M +$133K +5,797 +2%
DPI
41
Diversified Portfolios Inc
Michigan
$8M +$996K +43,438 +14%
VIP
42
Viewpoint Investment Partners
Alberta, Canada
$7.67M +$3.16M +137,800 +70%
Cerity Partners
43
Cerity Partners
New York
$7.64M -$482K -21,017 -6%
UBS Group
44
UBS Group
Switzerland
$6.99M +$1.01M +43,903 +17%
OPWM
45
Oakwell Private Wealth Management
Texas
$6.65M +$279K +12,158 +4%
MBFW
46
Morton Brown Family Wealth
Pennsylvania
$6.41M +$221K +9,652 +4%
B
47
Bailard
California
$6.36M +$264K +11,531 +4%
Bank Julius Baer & Co
48
Bank Julius Baer & Co
Switzerland
$6.35M +$14.2K +621 +0.2%
RCI
49
RS Crum Inc
California
$6.3M -$528K -23,025 -8%
Corient Private Wealth
50
Corient Private Wealth
Florida
$6M +$1.73M +75,262 +40%
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