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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 %
UBS Group
51
UBS Group
Switzerland
$5.64M -$1.36M -59,040 -19%
EFL
52
ERn Financial LLC
Wisconsin
$5.47M +$404K +17,590 +8%
WA
53
Waterford Advisors
New York
$5.09M +$214K +9,314 +4%
BF
54
Brooklyn FI
New York
$5.01M +$3.53M +153,784 +240%
GLA
55
Great Lakes Advisors
Illinois
$4.66M -$692K -30,146 -13%
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$4.44M +$234K +10,109 +6%
CF
57
Corrigan Financial
Rhode Island
$4.4M -$23.8K -1,036 -0.5%
WANY
58
Wealthspire Advisors (New York)
New York
$4.39M -$263K -11,471 -6%
KA
59
Kooman & Associates
Pennsylvania
$4.28M +$101K +4,385 +2%
AIM
60
Alhambra Investment Management
Florida
$4.25M +$112K +4,887 +3%
DWP
61
Destiny Wealth Partners
Florida
$4.22M +$711K +29,667 +20%
Corient Private Wealth
62
Corient Private Wealth
Florida
$4.08M -$1.94M -84,359 -32%
RFG
63
RFP Financial Group
Georgia
$3.92M +$179K +7,783 +5%
NGA
64
Naples Global Advisors
Florida
$3.72M +$476K +20,742 +15%
GBI
65
GP Brinson Investments
Illinois
$3.6M – – –
AWM
66
AE Wealth Management
Kansas
$3.52M +$522K +22,731 +17%
MD
67
Money Design
Japan
$3.51M -$1.21M -52,651 -26%
CPP
68
Capasso Planning Partners
South Carolina
$3.38M +$211K +9,167 +7%
LEFP
69
Leading Edge Financial Planning
Tennessee
$3.26M +$229K +9,989 +8%
Osaic Holdings
70
Osaic Holdings
Arizona
$3M +$387K +16,836 +15%
AGA
71
Arkos Global Advisors
Texas
$2.93M +$907K +39,508 +45%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$2.63M +$116K +5,035 +5%
UCFA
73
United Capital Financial Advisors
Texas
$2.49M -$909K -39,584 -27%
Toronto Dominion Bank
74
Toronto Dominion Bank
Ontario, Canada
$2.3M +$2.3M +100,000 New
AL
75
Aspiriant LLC
California
$2.27M -$87.2K -3,797 -4%
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3
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