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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 %
NL
26
NEPC LLC
Massachusetts
$13.4M +$13.4M +631,900 New
LFG
27
Larson Financial Group
Missouri
$12.9M +$609K +28,750 +5%
DPI
28
Diversified Portfolios Inc
Michigan
$12.7M +$3.14M +148,104 +33%
SMDAM
29
Sumitomo Mitsui DS Asset Management
Japan
$12.2M +$1.42M +67,198 +13%
WPW
30
Waldron Private Wealth
Pennsylvania
$12M -$2.49M -116,259 -17%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$10.8M +$5.31M +250,880 +97%
BSWM
32
Boston Standard Wealth Management
Massachusetts
$10.4M +$180K +8,504 +2%
WA
33
Wilshire Advisors
California
$9.94M +$191K +9,033 +2%
BOPW
34
Brandywine Oak Private Wealth
Pennsylvania
$9.6M +$334K +15,773 +4%
CAN
35
Cetera Advisor Networks
California
$9.57M +$3.9M +184,237 +69%
CHA
36
Cooper/Haims Advisors
New York
$9.32M +$432K +20,423 +5%
BW
37
BIP Wealth
Georgia
$8.88M -$2.79M -131,806 -24%
Asset Management One
38
Asset Management One
Japan
$8.24M -$1.93M -91,000 -19%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$8.15M +$407K +19,210 +5%
GB
40
Gunma Bank
Japan
$7.62M -$1.27M -60,000 -14%
Ameriprise
41
Ameriprise
Minnesota
$7.26M -$3.83M -180,765 -35%
Cerity Partners
42
Cerity Partners
New York
$7.21M -$66.3K -3,131 -0.9%
Creative Planning
43
Creative Planning
Kansas
$7.2M -$334K -15,779 -4%
MBFW
44
Morton Brown Family Wealth
Pennsylvania
$6.89M +$600K +28,330 +10%
VIP
45
Viewpoint Investment Partners
Alberta, Canada
$6.34M +$370K +17,500 +6%
B
46
Bailard
California
$6M +$334K +15,767 +6%
OFG
47
Oxford Financial Group
Indiana
$5.56M -$1.21M -57,287 -18%
QC
48
Quent Capital
New York
$5.55M +$98.5K +4,653 +2%
EFL
49
ERn Financial LLC
Wisconsin
$5.34M +$299K +14,131 +6%
WA
50
Waterford Advisors
New York
$4.85M +$156K +7,384 +3%
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