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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 %
LSAG
101
Lake Street Advisors Group
New Hampshire
$1M – – –
PGFC
102
Peapack-Gladstone Financial Corp
New Jersey
$984K +$52.6K +2,484 +6%
TB
103
Treynor Bancshares
Iowa
$981K +$3.07K +145 +0.3%
Franklin Resources
104
Franklin Resources
California
$966K – – –
AA
105
Aire Advisors
California
$955K -$55.2K -2,608 -5%
Macquarie Group
106
Macquarie Group
Australia
$952K +$952K +44,948 New
CPA
107
Capital Performance Advisors
California
$888K -$93.5K -4,417 -10%
MML Investors Services
108
MML Investors Services
Massachusetts
$871K +$64.7K +3,055 +8%
RSWM
109
Robertson Stephens Wealth Management
California
$840K +$840K +39,244 New
EAMA
110
EFG Asset Management (Americas)
Florida
$837K -$317K -14,994 -28%
EWA
111
EverSource Wealth Advisors
Alabama
$831K +$9.93K +469 +1%
WWP
112
Waypoint Wealth Partners
California
$827K -$1.1K -52 -0.1%
RJA
113
Raymond James & Associates
Florida
$804K -$4.4K -208 -0.5%
CPCM
114
Cardinal Point Capital Management
Ontario, Canada
$794K +$18.7K +870 +2%
BSW
115
Buckingham Strategic Wealth
Missouri
$783K -$181K -8,566 -19%
RG
116
Rathbones Group
United Kingdom
$747K +$747K +35,298 New
TWC
117
TD Waterhouse Canada
Ontario, Canada
$742K -$730K -30,781 -50%
GA
118
Greenspring Advisors
Maryland
$728K -$186K -8,785 -20%
FPF
119
First Pacific Financial
Washington
$691K – – –
Comerica Bank
120
Comerica Bank
Texas
$688K +$688K +32,490 New
BPA
121
Beacon Pointe Advisors
California
$665K +$70.4K +3,325 +12%
MWM
122
Merriman Wealth Management
Washington
$642K -$493K -23,058 -43%
MFG
123
MidWestOne Financial Group
Iowa
$588K +$65.1K +3,076 +12%
MFG
124
Merit Financial Group
Georgia
$572K +$15.1K +712 +3%
WP
125
WealthPLAN Partners
Nebraska
$562K -$212 -10 -0%
3 4
5
6 7