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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 %
FWP
76
FAS Wealth Partners
Kansas
$2.19M +$311K +14,700 +17%
AWA
77
Arete Wealth Advisors
Illinois
$2.15M +$127K +5,981 +6%
SHFA
78
SC&H Financial Advisors
Maryland
$2.06M +$149K +7,036 +8%
Mitsubishi UFJ Asset Management
79
Mitsubishi UFJ Asset Management
Japan
$2M – – –
NRWA
80
North Ridge Wealth Advisors
Oregon
$1.92M -$15.8K -745 -0.8%
BAAM
81
Baker Avenue Asset Management
California
$1.89M +$237K +11,177 +14%
HIG
82
Heritage Investment Group
Florida
$1.85M +$1.85M +87,350 New
JWA
83
JFS Wealth Advisors
Pennsylvania
$1.8M -$33.6K -1,587 -2%
AL
84
Aspiriant LLC
California
$1.75M -$343K -16,216 -16%
SCM
85
SOL Capital Management
Maryland
$1.75M -$205K -9,670 -10%
CFO
86
Callan Family Office
Pennsylvania
$1.63M -$15.1K -715 -0.9%
UCFA
87
United Capital Financial Advisors
Texas
$1.49M -$806K -38,059 -35%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$1.46M +$109K +5,146 +8%
AAS
89
Ameritas Advisory Services
Nebraska
$1.4M +$1.4M +66,350 New
SMFG
90
Sumitomo Mitsui Financial Group
Japan
$1.36M +$83.5K +3,942 +7%
PFO
91
Pathstone Family Office
New Jersey
$1.36M -$193K -9,099 -12%
EWA
92
Exencial Wealth Advisors
Oklahoma
$1.33M +$8.96K +423 +0.7%
FWMM
93
Foundation Wealth Management (Missouri)
Missouri
$1.29M -$391K -18,471 -23%
MFC
94
Morris Financial Concepts
South Carolina
$1.27M +$193K +9,112 +18%
LFA
95
Level Financial Advisors
New York
$1.26M -$63.6K -3,002 -5%
EA
96
Emerald Advisors
Washington
$1.24M +$124K +5,842 +11%
BCI
97
Brinker Capital Investments
Pennsylvania
$1.12M -$465K -21,983 -29%
OPS
98
Orion Portfolio Solutions
Nebraska
$1.12M -$465K -21,983 -29%
NRI
99
NFP Retirement Inc
California
$1.09M -$353K -16,670 -25%
CC
100
Courier Capital
New York
$1.09M +$172K +8,108 +19%
2 3
4
5 6