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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 %
FP
126
Financial Perspectives
Minnesota
$490K +$490K +23,055 New
FMN
127
Financial Management Network
California
$470K +$2.18K +99 +0.5%
FFM
128
Forum Financial Management
Illinois
$468K +$468K +21,994 New
1WA
129
180 Wealth Advisors
Washington
$463K +$26.9K +1,265 +6%
SPC
130
Sigma Planning Corp
Michigan
$450K +$126K +5,932 +39%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$444K -$2.64K -124 -0.6%
BCI
132
Brinker Capital Investments
Pennsylvania
$432K +$5.15K +242 +1%
KAS
133
Kestra Advisory Services
Texas
$431K +$238K +11,182 +123%
Jones Financial Companies
134
Jones Financial Companies
Missouri
$418K -$52.4K -2,465 -11%
FIB
135
First Interstate Bank
Montana
$410K -$3.05M -143,358 -88%
CA
136
Cetera Advisors
Colorado
$408K -$4.28K -201 -1%
TPWM
137
Twelve Points Wealth Management
Massachusetts
$397K +$6.38K +300 +2%
US Bancorp
138
US Bancorp
Minnesota
$392K – – –
MSFS
139
Main Street Financial Solutions
Pennsylvania
$391K – – –
WSTAM
140
Wilbanks Smith & Thomas Asset Management
Virginia
$372K – – –
LSA
141
Lansing Street Advisors
Pennsylvania
$358K -$1.53K -72 -0.4%
CA
142
Continuum Advisory
Idaho
$354K -$12.4K -584 -3%
KWM
143
Kingsview Wealth Management
Oregon
$351K +$1.36K +64 +0.4%
QCG
144
Quadrant Capital Group
Ohio
$349K -$113K -5,332 -25%
AA
145
Advisory Alpha
Michigan
$345K -$203K -9,577 -37%
MFG
146
MidWestOne Financial Group
Iowa
$336K +$142K +6,683 +74%
CPWMP
147
Cardinal Point Wealth Management Partners
California
$326K -$103K -4,920 -24%
T
148
TCWP
Ohio
$325K +$14.2K +668 +5%
CCA
149
Column Capital Advisors
Indiana
$321K +$321K +15,100 New
RWA
150
Redmont Wealth Advisors
Illinois
$314K -$655K -30,804 -68%
4 5
6
7 8