REET icon

iShares Global REIT ETF
REET

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
+$44.2M
2
MWM
Modera Wealth Management
New Jersey
+$19.5M
3
SC
Savant Capital
Illinois
+$19.3M
4
CAN
Cetera Advisor Networks
California
+$12.2M
5
OFG
Oxford Financial Group
Indiana
+$7.52M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$219M
2
BF
Brooklyn FI
New York
-$7.31M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$6.25M
4
DA
Drake & Associates
Wisconsin
-$5.27M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPP
76
Capasso Planning Partners
South Carolina
$2.94M +$502K +22,090 +21%
AWM
77
AE Wealth Management
Kansas
$2.79M +$1.1M +48,518 +65%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$2.75M +$245K +10,753 +10%
HW
79
Hancock Whitney
Mississippi
$2.64M +$2.64M +116,452 New
LEFP
80
Leading Edge Financial Planning
Tennessee
$2.62M +$2.62M +115,507 New
AA
81
Aire Advisors
California
$2.4M +$1.26M +55,387 +110%
AL
82
Aspiriant LLC
California
$2.35M +$2.35M +103,611 New
SHFA
83
SC&H Financial Advisors
Maryland
$2.26M +$148K +6,515 +7%
Mitsubishi UFJ Asset Management
84
Mitsubishi UFJ Asset Management
Japan
$2.21M -$641K -28,300 -23%
WWP
85
WR Wealth Planners
Missouri
$2.1M -$43.3K -1,908 -2%
TWC
86
TD Waterhouse Canada
Ontario, Canada
$2.03M +$2.01M +78,387 +8,837%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$2M +$338K +14,864 +20%
CFO
88
Collective Family Office
Pennsylvania
$1.95M +$1.95M +85,924 New
FWMM
89
Foundation Wealth Management (Missouri)
Missouri
$1.75M +$1.75M +77,106 New
RJFSA
90
Raymond James Financial Services Advisors
Florida
$1.74M -$3.95M -173,895 -69%
LFA
91
Level Financial Advisors
New York
$1.62M -$1.01M -44,390 -38%
NAS
92
Nicolet Advisory Services
Wisconsin
$1.6M -$47.3K -1,988 -3%
EWA
93
Exencial Wealth Advisors
Oklahoma
$1.52M +$723K +31,840 +91%
CFO
94
Callan Family Office
Pennsylvania
$1.45M +$1.45M +63,863 New
TFA
95
TPG Financial Advisors
Oregon
$1.4M +$792K +34,889 +131%
NRI
96
NFP Retirement Inc
California
$1.31M +$535K +23,563 +69%
EAMA
97
EFG Asset Management (Americas)
Florida
$1.24M – – –
MPW
98
MGO Private Wealth
California
$1.22M +$1.22M +53,893 New
CGA
99
Crescent Grove Advisors
Illinois
$1.19M – – –
RJA
100
Raymond James & Associates
Florida
$1.04M +$61.8K +2,721 +6%
2 3
4
5 6