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iShares Global REIT ETF
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Overview Fund Activity

239 hedge funds and large institutions have $1.07B invested in iShares Global REIT ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 72 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
4.13%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
27
Increased
99
Reduced
72
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
SVB Wealth
Massachusetts
$21.3M
2
BlackRock
BlackRock
New York
$119M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.25M
4
WFA
Wipfli Financial Advisors
Wisconsin
$12.1M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$5.79M

Top Sellers

1
GLA
Great Lakes Advisors
Illinois
$3.55M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Jane Street
Jane Street
New York
$0
4
Bank of America
Bank of America
North Carolina
$11.6M
5
OFG
Oxford Financial Group
Indiana
$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
101
Exencial Wealth Advisors
Oklahoma
$747K -$141K -6,606 -16%
Millennium Management
102
Millennium Management
New York
$746K +$746K +35,085 New
NRI
103
NFP Retirement Inc
California
$725K +$725K +34,075 New
SMFG
104
Sumitomo Mitsui Financial Group
Japan
$723K +$46.7K +2,194 +7%
MML Investors Services
105
MML Investors Services
Massachusetts
$717K +$75.5K +3,549 +12%
MWM
106
Merriman Wealth Management
Washington
$706K -$135K -6,338 -16%
FFA
107
First Foundation Advisors
California
$695K -$152K -7,128 -18%
TLFA
108
True Link Financial Advisors
California
$657K – – –
FAIM
109
Financial Advocates Investment Management
Washington
$647K +$85.3K +4,007 +15%
BFEC
110
Benjamin F. Edwards & Company
Missouri
$631K -$280K -13,184 -31%
WIM
111
WealthPlan Investment Management
Nebraska
$629K +$629K +27,246 New
OPS
112
Orion Portfolio Solutions
Nebraska
$611K -$8.55K -402 -1%
FPAS
113
Focus Partners Advisor Solutions
Missouri
$589K +$228K +10,718 +63%
TCWA
114
Ten Capital Wealth Advisors
Washington
$580K -$9.23K -434 -2%
IA
115
IFP Advisors
Florida
$580K – – –
TFA
116
TPG Financial Advisors
Oregon
$565K +$565K +26,574 New
IWM
117
IHT Wealth Management
Illinois
$556K +$111K +5,199 +25%
BSW
118
Buckingham Strategic Wealth
Missouri
$534K +$534K +25,095 New
CI Investments Inc
119
CI Investments Inc
Ontario, Canada
$523K -$18K -848 -3%
PGFC
120
Peapack-Gladstone Financial Corp
New Jersey
$522K -$14.3K -673 -3%
CAL
121
Capital Analysts LLC
Pennsylvania
$510K +$70.9K +3,335 +16%
TFM
122
TFC Financial Management
Massachusetts
$508K -$29.3K -1,380 -5%
CPIG
123
Chicago Partners Investment Group
Illinois
$496K -$16.7K -763 -3%
GFP
124
Gryphon Financial Partners
Ohio
$493K +$27.6K +1,300 +6%
CL
125
CPWM LLC
Washington
$491K +$63.2K +2,970 +15%
3 4
5
6 7