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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 %
QC
51
Quent Capital
New York
$5.81M +$89.3K +3,895 +2%
FWP
52
FAS Wealth Partners
Kansas
$5.62M -$928K -40,487 -14%
JWA
53
JFS Wealth Advisors
Pennsylvania
$5.42M +$2.06K +90 +0%
GLA
54
Great Lakes Advisors
Illinois
$5.34M -$25.3M -1,104,669 -83%
EFL
55
ERn Financial LLC
Wisconsin
$5.05M +$290K +12,631 +6%
WA
56
Waterford Advisors
New York
$4.87M +$102K +4,430 +2%
MD
57
Money Design
Japan
$4.71M +$858K +37,427 +22%
WANY
58
Wealthspire Advisors (New York)
New York
$4.64M +$149K +6,515 +3%
CF
59
Corrigan Financial
Rhode Island
$4.41M -$62.3K -2,717 -1%
SWM
60
Seaside Wealth Management
California
$4.26M +$219K +9,548 +5%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$4.18M -$8.39K -364 -0.2%
KA
62
Kooman & Associates
Pennsylvania
$4.17M -$13.3K -580 -0.3%
AIM
63
Alhambra Investment Management
Florida
$4.13M +$434K +18,935 +12%
RFG
64
RFP Financial Group
Georgia
$3.74M +$151K +6,582 +4%
AAS
65
Ameritas Advisory Services
Nebraska
$3.65M -$2.44M -106,472 -40%
GBI
66
GP Brinson Investments
Illinois
$3.6M – – –
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.43M +$83.2K +3,628 +2%
UCFA
68
United Capital Financial Advisors
Texas
$3.39M -$1.09M -47,654 -24%
DWP
69
Destiny Wealth Partners
Florida
$3.35M +$166K +7,250 +5%
NGA
70
Naples Global Advisors
Florida
$3.24M +$243K +10,606 +8%
CPP
71
Capasso Planning Partners
South Carolina
$3.17M +$202K +8,828 +7%
GA
72
Greenspring Advisors
Maryland
$3.14M -$84K -3,662 -3%
LEFP
73
Leading Edge Financial Planning
Tennessee
$3.02M +$374K +16,292 +14%
AWM
74
AE Wealth Management
Kansas
$2.99M +$174K +7,603 +6%
Osaic Holdings
75
Osaic Holdings
Arizona
$2.6M -$2.54M -110,888 -49%
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