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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 %
WIM
126
WealthPlan Investment Management
Nebraska
$667K -$8K -323 -1%
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$663K +$425K +18,723 +179%
WP
128
WealthPLAN Partners
Nebraska
$662K +$662K +26,923 New
FFA
129
First Foundation Advisors
California
$640K -$102K -4,483 -14%
MWM
130
Merriman Wealth Management
Washington
$629K -$125K -5,515 -17%
IA
131
IFP Advisors
Florida
$621K +$39.2K +1,527 +7%
1WA
132
180 Wealth Advisors
Washington
$585K +$51.2K +2,090 +10%
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$579K -$490K -21,592 -46%
CI Investments Inc
134
CI Investments Inc
Ontario, Canada
$559K – – –
MWM
135
Mission Wealth Management
California
$546K +$546K +24,025 New
FPAS
136
Focus Partners Advisor Solutions
Missouri
$539K -$89.3K -3,931 -14%
CPIG
137
Chicago Partners Investment Group
Illinois
$535K -$27.1K -1,091 -5%
TFM
138
TFC Financial Management
Massachusetts
$531K -$11.6K -509 -2%
IWM
139
IHT Wealth Management
Illinois
$528K -$65.3K -2,877 -11%
AGA
140
Arkos Global Advisors
Texas
$523K +$523K +23,031 New
MFG
141
MidWestOne Financial Group
Iowa
$502K +$144K +6,328 +40%
Jones Financial Companies
142
Jones Financial Companies
Missouri
$501K +$53.8K +2,370 +12%
FMN
143
Financial Management Network
California
$499K +$5.41K +234 +1%
CA
144
Cetera Advisors
Colorado
$481K +$45.3K +1,993 +10%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$475K – – –
BCI
146
Brinker Capital Investments
Pennsylvania
$473K +$11.7K +515 +3%
AFA
147
Alpha Financial Advisors
North Carolina
$473K +$473K +20,812 New
LSAG
148
Lake Street Advisors Group
New Hampshire
$470K -$580K -25,562 -55%
AllianceBernstein
149
AllianceBernstein
Tennessee
$469K +$167K +7,368 +55%
SPC
150
Sigma Planning Corp
Michigan
$464K -$16.9K -744 -4%
4 5
6
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