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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
$171M
2
MWM
Modera Wealth Management
New Jersey
$23.2M
3
SC
Savant Capital
Illinois
$57.2M
4
CAN
Cetera Advisor Networks
California
$12.5M
5
OFG
Oxford Financial Group
Indiana
$10.4M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$1.3B
2
BF
Brooklyn FI
New York
$3.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
DA
Drake & Associates
Wisconsin
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
151
Personal Capital Advisors
California
$454K +$454K +20,000 New
CPWM
152
Cypress Point Wealth Management
Texas
$453K +$453K +19,950 New
US Bancorp
153
US Bancorp
Minnesota
$442K +$22.7K +1,000 +5%
IAS
154
Insigneo Advisory Services
Florida
$413K +$413K +18,185 New
AA
155
Advisory Alpha
Michigan
$413K +$43.9K +1,933 +12%
TPWM
156
Twelve Points Wealth Management
Massachusetts
$411K -$12.7K -561 -3%
CI
157
CX Institutional
Indiana
$406K -$1.26M -55,472 -76%
MA
158
MAS Advisors
Florida
$401K -$403K -17,754 -50%
WSTAM
159
Wilbanks Smith & Thomas Asset Management
Virginia
$400K +$2.29K +101 +0.6%
TCWA
160
Ten Capital Wealth Advisors
Washington
$394K -$225K -9,916 -36%
T
161
TCWP
Ohio
$371K +$23.5K +1,035 +7%
IWC
162
Integrated Wealth Concepts
Massachusetts
$367K +$367K +16,166 New
GRP
163
Global Retirement Partners
California
$345K +$275K +12,116 +396%
SC
164
Scotia Capital
Ontario, Canada
$344K +$80K +3,523 +30%
CA
165
Continuum Advisory
Idaho
$337K -$41K -1,807 -11%
RWA
166
Redmont Wealth Advisors
Illinois
$335K – – –
KAS
167
Kestra Advisory Services
Texas
$334K -$126K -5,568 -27%
KWM
168
Kingsview Wealth Management
Oregon
$331K -$43.8K -1,928 -12%
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$313K +$23 +1 +0%
OIA
170
OneDigital Investment Advisors
Kansas
$310K +$310K +13,650 New
PCIA
171
Prime Capital Investment Advisors
Kansas
$298K +$298K +13,125 New
BWM
172
Bulltick Wealth Management
Florida
$295K – – –
CAL
173
Capital Analysts LLC
Pennsylvania
$289K -$256K -11,265 -47%
BNP Paribas Financial Markets
174
BNP Paribas Financial Markets
France
$287K +$112K +4,925 +64%
FA
175
Forefront Analytics
Pennsylvania
$282K +$282K +12,431 New
5 6
7
8 9