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iShares Global REIT ETF
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Overview Fund Activity

267 hedge funds and large institutions have $1.55B invested in iShares Global REIT ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 117 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+9
Holders Change %
+3.49%
% of All Funds
4.23%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
36
Increased
117
Reduced
82
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$123M
2
BlackRock
BlackRock
New York
$152M
3
SW
SVB Wealth
Massachusetts
$13.9M
4
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
$12.6M
5
WFA
Wipfli Financial Advisors
Wisconsin
$8.97M

Top Sellers

1
GI
Gradient Investments
Minnesota
$11.3M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$53M
3
CWM
Cahaba Wealth Management
Georgia
$2.88M
4
Fidelity International
Fidelity International
Bermuda
$0
5
Allianz Asset Management
Allianz Asset Management
Germany
$4.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
151
Lansing Street Advisors
Pennsylvania
$498K +$498K +16,984 New
Renaissance Technologies
152
Renaissance Technologies
New York
$479K -$657K -22,500 -58%
WSTAM
153
Wilbanks Smith & Thomas Asset Management
Virginia
$478K +$958 +35 +0.2%
AIP
154
Almanack Investment Partners
Pennsylvania
$477K +$25.6K +875 +6%
EWA
155
Exencial Wealth Advisors
Oklahoma
$476K +$6.42K +220 +1%
FIB
156
First Interstate Bank
Montana
$469K – – –
SMFG
157
Sumitomo Mitsui Financial Group
Japan
$447K +$365K +12,507 +447%
Natixis Advisors
158
Natixis Advisors
Massachusetts
$438K -$6.68K -229 -2%
TBWA
159
Three Bridge Wealth Advisors
California
$434K +$434K +14,845 New
FPAS
160
Focus Partners Advisor Solutions
Missouri
$416K +$143K +4,879 +52%
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$403K +$158K +5,400 +64%
JPMorgan Chase & Co
162
JPMorgan Chase & Co
New York
$400K +$156K +5,359 +64%
Betterment LLC
163
Betterment LLC
New York
$394K +$33.7K +1,152 +9%
BHB
164
Bank Hapoalim BM
Israel
$393K -$571K – –
TPWM
165
Twelve Points Wealth Management
Massachusetts
$381K +$381K +13,027 New
BWM
166
Bulltick Wealth Management
Florida
$380K – – –
BC
167
Brio Consultants
California
$376K -$49.9K -1,709 -12%
ASN
168
Advisory Services Network
Georgia
$371K -$15K -513 -4%
CA
169
Cornerstone Advisory
Maryland
$354K -$61.6K -2,111 -15%
FAM
170
Formidable Asset Management
Ohio
$354K +$117 +4 +0%
LCAM
171
London & Capital Asset Management
United Kingdom
$351K – – –
YIH
172
Y-Intercept (HK)
Hong Kong
$340K +$87.5K +2,991 +35%
SFA
173
Sequoia Financial Advisors
Ohio
$335K -$78.8K -2,702 -19%
SMA
174
Sage Mountain Advisors
Georgia
$333K – – –
SC
175
Scotia Capital
Ontario, Canada
$328K +$42.1K +1,442 +15%
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