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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 %
RJFSA
76
Raymond James Financial Services Advisors
Florida
$2.51M +$758K +33,041 +43%
NRWA
77
North Ridge Wealth Advisors
Oregon
$2.5M +$2.5M +108,952 New
AL
78
Aspiriant LLC
California
$2.35M -$25.7K -1,119 -1%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$2.29M -$485K -21,146 -17%
Mitsubishi UFJ Asset Management
80
Mitsubishi UFJ Asset Management
Japan
$2.22M -$10.5K -456 -0.5%
SHFA
81
SC&H Financial Advisors
Maryland
$2.15M -$128K -5,596 -6%
AGA
82
Arkos Global Advisors
Texas
$2.02M +$1.49M +64,941 +282%
BF
83
Brooklyn FI
New York
$1.96M +$537K +17,529 +38%
CFO
84
Collective Family Office
Pennsylvania
$1.95M -$21.2K -923 -1%
AWA
85
Arete Wealth Advisors
Illinois
$1.79M +$480K +20,929 +37%
FWMM
86
Foundation Wealth Management (Missouri)
Missouri
$1.78M +$16.4K +715 +0.9%
SCM
87
SOL Capital Management
Maryland
$1.7M +$664K +28,945 +64%
PFO
88
Pathstone Family Office
New Jersey
$1.68M -$2.92M -127,318 -64%
BAAM
89
Baker Avenue Asset Management
California
$1.64M +$1.59M +69,446 +3,353%
TWC
90
TD Waterhouse Canada
Ontario, Canada
$1.54M -$503K -19,526 -25%
NAS
91
Nicolet Advisory Services
Wisconsin
$1.51M -$26.6K -1,164 -2%
LFA
92
Level Financial Advisors
New York
$1.48M -$155K -6,747 -9%
EWA
93
Exencial Wealth Advisors
Oklahoma
$1.46M -$74.9K -3,268 -5%
CFO
94
Callan Family Office
Pennsylvania
$1.45M -$14.9K -650 -1%
NRI
95
NFP Retirement Inc
California
$1.44M +$114K +4,953 +9%
TFA
96
TPG Financial Advisors
Oregon
$1.38M -$30.3K -1,323 -2%
AA
97
Aire Advisors
California
$1.3M -$1.12M -48,797 -46%
SMFG
98
Sumitomo Mitsui Financial Group
Japan
$1.27M +$373K +16,251 +42%
EAMA
99
EFG Asset Management (Americas)
Florida
$1.25M – – –
Wellington Management Group
100
Wellington Management Group
Massachusetts
$1.17M -$1.91M -83,362 -62%
2 3
4
5 6