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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 %
LSAG
101
Lake Street Advisors Group
New Hampshire
$1.08M +$602K +26,244 +127%
TB
102
Treynor Bancshares
Iowa
$1.05M +$20.6K +898 +2%
Franklin Resources
103
Franklin Resources
California
$1.05M – – –
EWA
104
EverSource Wealth Advisors
Alabama
$1.02M +$104K +4,526 +11%
CPA
105
Capital Performance Advisors
California
$1.02M +$7.34K +320 +0.7%
EA
106
Emerald Advisors
Washington
$1.01M +$194K +8,459 +24%
MFC
107
Morris Financial Concepts
South Carolina
$989K +$38.9K +1,697 +4%
PGFC
108
Peapack-Gladstone Financial Corp
New Jersey
$945K +$82.5K +3,595 +10%
WWP
109
Waypoint Wealth Partners
California
$897K – – –
RJA
110
Raymond James & Associates
Florida
$885K -$167K -7,275 -16%
BSW
111
Buckingham Strategic Wealth
Missouri
$862K – – –
CPWMP
112
Cardinal Point Wealth Management Partners
California
$840K +$17.2K +750 +2%
CPCM
113
Cardinal Point Capital Management
Ontario, Canada
$840K +$17.2K +750 +2%
BPA
114
Beacon Pointe Advisors
California
$780K -$50.4K -2,200 -6%
MML Investors Services
115
MML Investors Services
Massachusetts
$778K -$19.9K -866 -2%
MWM
116
Merriman Wealth Management
Washington
$771K +$135K +5,909 +21%
FAIM
117
Financial Advocates Investment Management
Washington
$764K +$28.4K +1,240 +4%
FPF
118
First Pacific Financial
Washington
$745K +$4.98K +217 +0.7%
FPAS
119
Focus Partners Advisor Solutions
Missouri
$701K +$156K +6,814 +29%
BFEC
120
Benjamin F. Edwards & Company
Missouri
$693K +$11.1K +485 +2%
HW
121
Hancock Whitney
Mississippi
$677K -$1.99M -86,933 -75%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$644K -$25.8K -1,123 -4%
WP
123
WealthPLAN Partners
Nebraska
$628K +$10.2K +443 +2%
FIB
124
First Interstate Bank
Montana
$610K -$63.3K -2,760 -9%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$602K +$17.2K +750 +3%
3 4
5
6 7