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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 %
EA
101
Emerald Advisors
Washington
$1.21M +$198K +8,639 +20%
MFC
102
Morris Financial Concepts
South Carolina
$1.17M +$177K +7,705 +18%
AA
103
Aire Advisors
California
$1.1M -$208K -9,071 -16%
LSAG
104
Lake Street Advisors Group
New Hampshire
$1.09M +$6.11K +266 +0.6%
CPA
105
Capital Performance Advisors
California
$1.06M +$47.1K +2,051 +5%
Franklin Resources
106
Franklin Resources
California
$1.05M – – –
BSW
107
Buckingham Strategic Wealth
Missouri
$1.05M +$174K +7,588 +20%
PGFC
108
Peapack-Gladstone Financial Corp
New Jersey
$1.01M +$63.9K +2,784 +7%
GA
109
Greenspring Advisors
Maryland
$992K -$2.16M -93,947 -69%
CC
110
Courier Capital
New York
$992K +$992K +43,179 New
TB
111
Treynor Bancshares
Iowa
$984K +$7.43K +349 +0.8%
FLPIM
112
F.L. Putnam Investment Management
Massachusetts
$976K +$976K +42,484 New
WWP
113
Waypoint Wealth Partners
California
$898K +$23 +1 +0%
EWA
114
EverSource Wealth Advisors
Alabama
$891K -$132K -5,763 -13%
RJA
115
Raymond James & Associates
Florida
$877K -$9.88K -430 -1%
MML Investors Services
116
MML Investors Services
Massachusetts
$874K +$95K +4,136 +12%
CPCM
117
Cardinal Point Capital Management
Ontario, Canada
$830K -$10.9K -475 -1%
FPF
118
First Pacific Financial
Washington
$750K +$4.25K +185 +0.6%
BFEC
119
Benjamin F. Edwards & Company
Missouri
$702K +$7.24K +315 +1%
IWC
120
Integrated Wealth Concepts
Massachusetts
$652K +$80.1K +3,486 +14%
BPA
121
Beacon Pointe Advisors
California
$645K -$136K -5,922 -17%
FPAS
122
Focus Partners Advisor Solutions
Missouri
$628K -$74.5K -3,242 -11%
WP
123
WealthPLAN Partners
Nebraska
$610K -$18.2K -792 -3%
MFG
124
Merit Financial Group
Georgia
$604K +$604K +26,297 New
AA
125
Advisory Alpha
Michigan
$598K +$148K +6,456 +33%
3 4
5
6 7