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iShares Global REIT ETF
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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 %
Franklin Resources
101
Franklin Resources
California
$1.04M – – –
SCM
102
SOL Capital Management
Maryland
$1.02M +$1.02M +45,055 New
TB
103
Treynor Bancshares
Iowa
$1.02M -$21.6K -949 -2%
CPA
104
Capital Performance Advisors
California
$999K +$90.3K +3,978 +10%
FTUS
105
Flow Traders U.S.
New York
$976K +$976K +42,959 New
GFP
106
Gryphon Financial Partners
Ohio
$943K +$416K +18,318 +79%
MFC
107
Morris Financial Concepts
South Carolina
$941K +$73.8K +3,250 +9%
EWA
108
EverSource Wealth Advisors
Alabama
$909K +$607K +26,712 +201%
WWP
109
Waypoint Wealth Partners
California
$888K -$53.3K -2,345 -6%
SMFG
110
Sumitomo Mitsui Financial Group
Japan
$884K +$113K +4,959 +15%
BSW
111
Buckingham Strategic Wealth
Missouri
$862K +$292K +12,857 +51%
PGFC
112
Peapack-Gladstone Financial Corp
New Jersey
$854K +$296K +13,025 +53%
BPA
113
Beacon Pointe Advisors
California
$823K -$58.3K -2,569 -7%
CPWMP
114
Cardinal Point Wealth Management Partners
California
$815K +$460K +20,270 +130%
CPCM
115
Cardinal Point Capital Management
Ontario, Canada
$815K +$815K +35,875 New
EA
116
Emerald Advisors
Washington
$807K -$128K -5,654 -14%
MML Investors Services
117
MML Investors Services
Massachusetts
$790K +$25K +1,101 +3%
FNBOO
118
First National Bank of Omaha
Nebraska
$765K +$765K +33,652 New
AC
119
Apella Capital
Connecticut
$750K -$1.01M -44,598 -57%
FPF
120
First Pacific Financial
Washington
$733K +$733K +32,255 New
CCMI
121
Creative Capital Management Investments
California
$731K +$731K +32,175 New
FAIM
122
Financial Advocates Investment Management
Washington
$728K +$37.9K +1,669 +5%
BFEC
123
Benjamin F. Edwards & Company
Missouri
$676K +$1.36K +60 +0.2%
OPS
124
Orion Portfolio Solutions
Nebraska
$675K +$22.1K +974 +3%
FIB
125
First Interstate Bank
Montana
$667K +$229K +10,076 +52%
3 4
5
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