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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
+$15.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$9.58M
5
Goldman Sachs
Goldman Sachs
New York
+$6.08M

Top Sellers

1
OPWM
Oakwell Private Wealth Management
Texas
-$6.65M
2
Morgan Stanley
Morgan Stanley
New York
-$6.58M
3
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
-$6.38M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$6.35M
5
CAN
Cetera Advisor Networks
California
-$5.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WA
126
180 Wealth Advisors
Washington
$589K +$31.5K +1,359 +6%
GFP
127
Gryphon Financial Partners
Ohio
$577K +$20.9K +911 +4%
MFG
128
MidWestOne Financial Group
Iowa
$567K +$24.7K +1,076 +5%
CI Investments Inc
129
CI Investments Inc
Ontario, Canada
$546K – – –
TFM
130
TFC Financial Management
Massachusetts
$544K +$22.4K +974 +4%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$544K +$46 +2 +0%
MWM
132
Mission Wealth Management
California
$528K -$16.2K -705 -3%
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$526K -$119K -5,169 -18%
CPIG
134
Chicago Partners Investment Group
Illinois
$525K +$2.41K +103 +0.5%
TPWM
135
Twelve Points Wealth Management
Massachusetts
$498K +$24.2K +1,054 +5%
SWM
136
Seaside Wealth Management
California
$477K -$3.78M -164,747 -89%
LB
137
Leo Brokerage
Texas
$461K -$94.2K -4,101 -17%
Jones Financial Companies
138
Jones Financial Companies
Missouri
$460K -$2.16K -94 -0.5%
CPWM
139
Cypress Point Wealth Management
Texas
$458K – – –
AC
140
Apella Capital
Connecticut
$454K +$454K +19,765 New
FMN
141
Financial Management Network
California
$451K -$73.4K -3,165 -14%
CA
142
Cetera Advisors
Colorado
$447K -$48.2K -2,097 -10%
US Bancorp
143
US Bancorp
Minnesota
$424K -$18.4K -800 -4%
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$415K -$188K -8,174 -31%
WSTAM
145
Wilbanks Smith & Thomas Asset Management
Virginia
$412K -$14K -608 -3%
SPC
146
Sigma Planning Corp
Michigan
$403K -$86.6K -3,770 -18%
IAS
147
Insigneo Advisory Services
Florida
$396K +$53.3K +2,320 +16%
Mirae Asset Global Investments
148
Mirae Asset Global Investments
South Korea
$395K – – –
CWM
149
Comprehensive Wealth Management
Washington
$391K +$16.9K +736 +5%
PAG
150
Private Advisor Group
New Jersey
$390K +$148K +6,425 +61%
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