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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 %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$4.7M -$3.76M -177,804 -44%
AIM
52
Alhambra Investment Management
Florida
$4.16M +$241K +11,402 +6%
KA
53
Kooman & Associates
Pennsylvania
$4.08M +$131K +6,188 +3%
DWP
54
Destiny Wealth Partners
Florida
$4.05M +$320K +15,125 +9%
CF
55
Corrigan Financial
Rhode Island
$4.03M -$16.4K -774 -0.4%
WANY
56
Wealthspire Advisors (New York)
New York
$4.01M -$34.2K -1,615 -0.8%
LEFP
57
Leading Edge Financial Planning
Tennessee
$4.01M +$1.01M +47,619 +34%
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$3.95M -$17.4K -841 -0.4%
RCI
59
RS Crum Inc
California
$3.82M -$1.51M -71,150 -28%
RFG
60
RFP Financial Group
Georgia
$3.82M +$206K +9,717 +6%
NGA
61
Naples Global Advisors
Florida
$3.69M +$220K +10,279 +6%
Corient Private Wealth
62
Corient Private Wealth
Florida
$3.61M -$144K -6,806 -4%
GLA
63
Great Lakes Advisors
Illinois
$3.56M -$731K -34,545 -17%
AWM
64
AE Wealth Management
Kansas
$3.48M +$231K +10,932 +7%
GBI
65
GP Brinson Investments
Illinois
$3.32M – – –
CPP
66
Capasso Planning Partners
South Carolina
$3.21M +$93.1K +4,400 +3%
BF
67
Brooklyn FI
New York
$3.21M -$1.4M -66,196 -30%
MD
68
Money Design
Japan
$3.02M -$216K -10,213 -7%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$2.77M +$2.42M +114,500 +708%
AGA
70
Arkos Global Advisors
Texas
$2.53M -$165K -7,788 -6%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$2.45M +$22.7K +1,073 +0.9%
IG
72
ING Group
Netherlands
$2.36M +$2.36M +111,500 New
Osaic Holdings
73
Osaic Holdings
Arizona
$2.35M -$413K -19,516 -15%
UBS Group
74
UBS Group
Switzerland
$2.28M -$2.93M -138,269 -56%
CFO
75
Collective Family Office
Pennsylvania
$2.22M +$267K +12,635 +14%
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