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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 %
HW
126
Hancock Whitney
Mississippi
$554K -$578K -27,312 -51%
FPAS
127
Focus Partners Advisor Solutions
Missouri
$538K -$40.7K -1,924 -7%
FLPIM
128
F.L. Putnam Investment Management
Massachusetts
$536K -$364K -17,186 -40%
GFP
129
Gryphon Financial Partners
Ohio
$526K -$5.72K -270 -1%
1WA
130
180 Wealth Advisors
Washington
$525K -$12.8K -605 -2%
IWC
131
Integrated Wealth Concepts
Massachusetts
$515K -$85.8K -4,051 -14%
Mirae Asset Global Investments
132
Mirae Asset Global Investments
South Korea
$508K +$144K +6,800 +40%
TFM
133
TFC Financial Management
Massachusetts
$501K – – –
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$501K – – –
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$501K +$15.6K +738 +3%
FTUS
136
Flow Traders U.S.
New York
$495K +$495K +23,392 New
CI Investments Inc
137
CI Investments Inc
Ontario, Canada
$485K -$18K -848 -4%
TPWM
138
Twelve Points Wealth Management
Massachusetts
$484K +$25.9K +1,223 +6%
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
$463K +$463K +21,877 New
CPIG
140
Chicago Partners Investment Group
Illinois
$455K +$4.33K +215 +1%
AA
141
Advisory Alpha
Michigan
$455K -$96K -4,536 -17%
MWM
142
Mission Wealth Management
California
$436K -$51.4K -2,429 -11%
SWM
143
Seaside Wealth Management
California
$421K -$18.9K -891 -4%
FFM
144
Forum Financial Management
Illinois
$420K +$191K +9,019 +83%
Jones Financial Companies
145
Jones Financial Companies
Missouri
$419K -$4.81K -227 -1%
BMCM
146
Bryn Mawr Capital Management
Pennsylvania
$417K +$417K +19,703 New
CAL
147
Capital Analysts LLC
Pennsylvania
$409K +$58.1K +2,740 +17%
US Bancorp
148
US Bancorp
Minnesota
$408K +$16.9K +800 +4%
CA
149
Cetera Advisors
Colorado
$406K -$6.18K -292 -2%
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
$405K +$21.7K +1,026 +6%
4 5
6
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