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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
+$21.7M
2
Bank of America
Bank of America
North Carolina
+$8.93M
3
WPW
Waldron Private Wealth
Pennsylvania
+$7.99M
4
SAG
SageView Advisory Group
California
+$5.06M
5
OCM
One Capital Management
California
+$4.59M

Top Sellers

1
GLA
Great Lakes Advisors
Illinois
-$25.3M
2
SW
SVB Wealth
Massachusetts
-$5.13M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.95M
4
PFO
Pathstone Family Office
New Jersey
-$2.92M
5
Wells Fargo
Wells Fargo
California
-$2.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
126
Integrated Wealth Concepts
Massachusetts
$571K +$200K +8,741 +54%
Citadel Advisors
127
Citadel Advisors
Florida
$566K +$566K +24,672 New
GFP
128
Gryphon Financial Partners
Ohio
$556K -$396K -17,277 -42%
LB
129
Leo Brokerage
Texas
$554K +$554K +24,181 New
1WA
130
180 Wealth Advisors
Washington
$551K +$3.9K +170 +0.7%
CI Investments Inc
131
CI Investments Inc
Ontario, Canada
$545K -$19.5K -848 -3%
MWM
132
Mission Wealth Management
California
$544K -$7.27K -317 -1%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$543K +$63.8K +2,784 +13%
MFG
134
MidWestOne Financial Group
Iowa
$542K +$35K +1,528 +7%
IWM
135
IHT Wealth Management
Illinois
$525K -$7.98K -348 -1%
TFM
136
TFC Financial Management
Massachusetts
$521K -$15.5K -678 -3%
FMN
137
Financial Management Network
California
$517K +$22.9K +1,003 +5%
CPIG
138
Chicago Partners Investment Group
Illinois
$512K +$17.8K +776 +4%
CA
139
Cetera Advisors
Colorado
$494K +$8.85K +386 +2%
SPC
140
Sigma Planning Corp
Michigan
$489K +$21K +916 +4%
TPWM
141
Twelve Points Wealth Management
Massachusetts
$472K +$57K +2,487 +14%
FFA
142
First Foundation Advisors
California
$468K -$178K -7,781 -28%
Jones Financial Companies
143
Jones Financial Companies
Missouri
$461K -$44.7K -1,948 -9%
CPWM
144
Cypress Point Wealth Management
Texas
$457K – – –
AA
145
Advisory Alpha
Michigan
$449K +$32.3K +1,408 +8%
Mackenzie Financial
146
Mackenzie Financial
Ontario, Canada
$444K +$444K +19,365 New
US Bancorp
147
US Bancorp
Minnesota
$441K -$4.59K -200 -1%
WSTAM
148
Wilbanks Smith & Thomas Asset Management
Virginia
$425K +$21.7K +948 +5%
FNBOO
149
First National Bank of Omaha
Nebraska
$415K -$357K -15,570 -46%
IA
150
IFP Advisors
Florida
$404K -$213K -8,358 -35%
4 5
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