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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 %
LFG
26
Larson Financial Group
Missouri
$13.4M +$1.21M +52,717 +10%
BW
27
BIP Wealth
Georgia
$12.7M -$1.55M -67,370 -11%
Ameriprise
28
Ameriprise
Minnesota
$12M +$3.96M +172,736 +49%
SMDAM
29
Sumitomo Mitsui DS Asset Management
Japan
$11.7M -$6.38M -277,886 -35%
BSWM
30
Boston Standard Wealth Management
Massachusetts
$11.1M +$928K +40,385 +9%
Asset Management One
31
Asset Management One
Japan
$11M +$1.29M +56,000 +13%
WA
32
Wilshire Advisors
California
$10.6M +$115K +5,000 +1%
DPI
33
Diversified Portfolios Inc
Michigan
$10.3M +$2.33M +101,321 +29%
BOPW
34
Brandywine Oak Private Wealth
Pennsylvania
$10.1M +$393K +17,118 +4%
GB
35
Gunma Bank
Japan
$9.65M – – –
CHA
36
Cooper/Haims Advisors
New York
$9.65M +$899K +39,148 +10%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.23M +$5.79M +252,224 +169%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$9.18M -$1.07M -46,790 -10%
S
39
SimplyRich
California
$8.44M -$1.15M -50,032 -12%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$8.4M -$365K -15,888 -4%
Creative Planning
41
Creative Planning
Kansas
$8.18M -$367K -15,967 -4%
Cerity Partners
42
Cerity Partners
New York
$7.9M +$242K +10,527 +3%
OFG
43
Oxford Financial Group
Indiana
$7.35M -$2.96M -128,917 -29%
MBFW
44
Morton Brown Family Wealth
Pennsylvania
$6.82M +$401K +17,443 +6%
VIP
45
Viewpoint Investment Partners
Alberta, Canada
$6.48M -$1.21M -52,600 -16%
B
46
Bailard
California
$6.15M -$219K -9,533 -3%
CAN
47
Cetera Advisor Networks
California
$6.15M -$5.91M -257,412 -49%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$5.97M -$5.55M -241,583 -48%
QC
49
Quent Capital
New York
$5.91M +$93.7K +4,079 +2%
RCI
50
RS Crum Inc
California
$5.78M -$529K -23,035 -8%
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