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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 %
QC
51
Quent Capital
New York
$5.66M -$2.06M -90,865 -27%
JWA
52
JFS Wealth Advisors
Pennsylvania
$5.37M +$3.07M +135,187 +134%
Osaic Holdings
53
Osaic Holdings
Arizona
$5.1M +$3.7M +163,005 +265%
PFO
54
Pathstone Family Office
New Jersey
$4.9M -$444K -18,196 -8%
WA
55
Waterford Advisors
New York
$4.72M +$4.72M +207,999 New
EFL
56
ERn Financial LLC
Wisconsin
$4.72M +$449K +19,759 +11%
VIP
57
Viewpoint Investment Partners
Alberta, Canada
$4.47M +$1.09M +48,200 +32%
WANY
58
Wealthspire Advisors (New York)
New York
$4.45M +$275K +12,117 +7%
UCFA
59
United Capital Financial Advisors
Texas
$4.44M -$1.21M -53,214 -21%
CF
60
Corrigan Financial
Rhode Island
$4.43M -$285K -12,556 -6%
Corient Private Wealth
61
Corient Private Wealth
Florida
$4.24M +$4.24M +186,616 New
KA
62
Kooman & Associates
Pennsylvania
$4.15M +$4.15M +182,542 New
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$4.12M -$64.8K -2,854 -2%
SWM
64
Seaside Wealth Management
California
$4M +$156K +6,851 +4%
MD
65
Money Design
Japan
$3.81M -$1.16M -50,895 -23%
BF
66
Brooklyn FI
New York
$3.8M -$7.31M -89,689 -66%
AIM
67
Alhambra Investment Management
Florida
$3.66M +$3.66M +161,338 New
GBI
68
GP Brinson Investments
Illinois
$3.56M – – –
RFG
69
RFP Financial Group
Georgia
$3.55M +$3.55M +156,460 New
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.32M +$3.32M +145,998 New
GA
71
Greenspring Advisors
Maryland
$3.2M +$1.66M +73,286 +109%
DWP
72
Destiny Wealth Partners
Florida
$3.16M +$8.36K +368 +0.3%
GLA
73
Great Lakes Advisors
Illinois
$3.12M +$2.73M +1,170,968 +702%
Wellington Management Group
74
Wellington Management Group
Massachusetts
$3.05M +$3.05M +134,468 New
NGA
75
Naples Global Advisors
Florida
$2.97M -$31.8K -1,399 -1%
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