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iShares Global REIT ETF
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Overview Fund Activity

239 hedge funds and large institutions have $1.07B invested in iShares Global REIT ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 72 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
4.13%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
27
Increased
99
Reduced
72
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
SVB Wealth
Massachusetts
$21.3M
2
BlackRock
BlackRock
New York
$119M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.25M
4
WFA
Wipfli Financial Advisors
Wisconsin
$12.1M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$5.79M

Top Sellers

1
GLA
Great Lakes Advisors
Illinois
$3.55M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Jane Street
Jane Street
New York
$0
4
Bank of America
Bank of America
North Carolina
$11.6M
5
OFG
Oxford Financial Group
Indiana
$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$3.91M +$1.3M +61,214 +50%
Cerity Partners
52
Cerity Partners
New York
$3.79M -$54.2K -2,550 -1%
SWM
53
Seaside Wealth Management
California
$3.72M +$766K +34,816 +26%
GLA
54
Great Lakes Advisors
Illinois
$3.55M -$14.1M -661,560 -80%
MWM
55
Modera Wealth Management
New Jersey
$3.46M +$2.06M +97,002 +148%
GBI
56
GP Brinson Investments
Illinois
$3.34M +$108K +5,077 +3%
CF
57
Centaurus Financial
California
$3.17M +$728K +34,221 +30%
APA
58
American Portfolios Advisors
New York
$3.17M -$2.74M -128,715 -46%
VIP
59
Viewpoint Investment Partners
Alberta, Canada
$3.16M -$1.58M -74,100 -33%
DWP
60
Destiny Wealth Partners
Florida
$2.95M -$12.4K -585 -0.4%
BF
61
Brooklyn FI
New York
$2.9M +$2.2M +103,374 +314%
NGA
62
Naples Global Advisors
Florida
$2.81M +$335K +15,768 +14%
OFG
63
Oxford Financial Group
Indiana
$2.7M -$3.83M -180,026 -59%
Mitsubishi UFJ Asset Management
64
Mitsubishi UFJ Asset Management
Japan
$2.67M – – –
LFA
65
Level Financial Advisors
New York
$2.46M +$126K +5,921 +5%
Creative Planning
66
Creative Planning
Kansas
$2.42M +$7.74K +364 +0.3%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$2.34M +$389K +18,366 +20%
CPP
68
Capasso Planning Partners
South Carolina
$2.28M -$50.7K -2,384 -2%
DPI
69
Diversified Portfolios Inc
Michigan
$2.22M +$1.86M +87,341 +513%
JWA
70
JFS Wealth Advisors
Pennsylvania
$2.15M +$12.3K +578 +0.6%
WWP
71
WR Wealth Planners
Missouri
$2.01M -$105K -4,954 -5%
SHFA
72
SC&H Financial Advisors
Maryland
$1.98M +$744K +34,983 +60%
Bank of Nova Scotia
73
Bank of Nova Scotia
Ontario, Canada
$1.76M +$1.76M +82,676 New
AC
74
Apella Capital
Connecticut
$1.65M -$271K -12,755 -14%
UBS Group
75
UBS Group
Switzerland
$1.64M +$195K +9,182 +14%
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