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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 %
AWA
76
Arete Wealth Advisors
Illinois
$2.19M +$395K +17,194 +22%
Mitsubishi UFJ Asset Management
77
Mitsubishi UFJ Asset Management
Japan
$2.17M -$52.8K -2,300 -2%
SCM
78
SOL Capital Management
Maryland
$2.12M +$417K +18,150 +25%
CFO
79
Collective Family Office
Pennsylvania
$2.11M +$162K +7,033 +8%
NRWA
80
North Ridge Wealth Advisors
Oregon
$2.1M -$405K -17,653 -16%
SHFA
81
SC&H Financial Advisors
Maryland
$2.07M -$87.3K -3,799 -4%
FWP
82
FAS Wealth Partners
Kansas
$2.04M -$3.59M -156,452 -64%
JWA
83
JFS Wealth Advisors
Pennsylvania
$1.99M -$3.44M -149,831 -63%
FWMM
84
Foundation Wealth Management (Missouri)
Missouri
$1.83M +$40K +1,743 +2%
BAAM
85
Baker Avenue Asset Management
California
$1.8M +$152K +6,633 +9%
CFO
86
Callan Family Office
Pennsylvania
$1.79M +$337K +14,675 +23%
BCI
87
Brinker Capital Investments
Pennsylvania
$1.72M +$1.72M +74,840 New
OPS
88
Orion Portfolio Solutions
Nebraska
$1.72M +$1.72M +74,840 New
PFO
89
Pathstone Family Office
New Jersey
$1.68M -$46 -2 -0%
TWC
90
TD Waterhouse Canada
Ontario, Canada
$1.62M +$60.3K +2,307 +4%
NRI
91
NFP Retirement Inc
California
$1.56M +$124K +5,389 +9%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$1.47M -$125K -5,460 -8%
EWA
93
Exencial Wealth Advisors
Oklahoma
$1.44M -$27.8K -1,212 -2%
LFA
94
Level Financial Advisors
New York
$1.43M -$46.6K -2,027 -3%
SMFG
95
Sumitomo Mitsui Financial Group
Japan
$1.39M +$121K +5,269 +10%
TFA
96
TPG Financial Advisors
Oregon
$1.38M -$1.68K -73 -0.1%
EAMA
97
EFG Asset Management (Americas)
Florida
$1.25M – – –
ECI
98
EFG Capital International
Florida
$1.25M +$1.25M +54,510 New
HW
99
Hancock Whitney
Mississippi
$1.23M +$550K +23,940 +81%
MWM
100
Merriman Wealth Management
Washington
$1.22M +$447K +19,472 +58%
2 3
4
5 6