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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 %
MA
151
MAS Advisors
Florida
$404K -$46 -2 -0%
CCMI
152
Creative Capital Management Investments
California
$402K -$336K -14,647 -46%
Mirae Asset Global Investments
153
Mirae Asset Global Investments
South Korea
$394K +$394K +17,175 New
AllianceBernstein
154
AllianceBernstein
Tennessee
$375K -$98.5K -4,295 -21%
CWM
155
Comprehensive Wealth Management
Washington
$374K +$374K +16,293 New
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$371K +$81.4K +3,550 +28%
SC
157
Scotia Capital
Ontario, Canada
$356K +$8.1K +353 +2%
GRP
158
Global Retirement Partners
California
$349K +$2.69K +118 +0.8%
OIA
159
OneDigital Investment Advisors
Kansas
$348K +$35K +1,525 +11%
IAS
160
Insigneo Advisory Services
Florida
$342K -$74.5K -3,250 -18%
TCWA
161
Ten Capital Wealth Advisors
Washington
$341K -$57.2K -2,494 -14%
FA
162
Forefront Analytics
Pennsylvania
$338K +$53K +2,313 +19%
KWM
163
Kingsview Wealth Management
Oregon
$334K -$344 -15 -0.1%
T
164
TCWP
Ohio
$330K -$45K -1,964 -12%
FG
165
Foster Group
Iowa
$329K +$329K +14,328 New
FAAM
166
First Ascent Asset Management
Colorado
$321K +$38.9K +1,698 +14%
CAL
167
Capital Analysts LLC
Pennsylvania
$318K +$26.7K +1,165 +9%
AFA
168
Alpha Financial Advisors
North Carolina
$317K -$160K -6,986 -34%
KAS
169
Kestra Advisory Services
Texas
$311K -$26.7K -1,163 -8%
BWM
170
Bulltick Wealth Management
Florida
$298K – – –
FFM
171
Forum Financial Management
Illinois
$289K +$24.7K +1,079 +9%
Empower Advisory Group
172
Empower Advisory Group
Colorado
$277K +$277K +12,103 New
CA
173
Claro Advisors
Massachusetts
$265K +$8.03K +350 +3%
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$262K +$47.6K +2,078 +22%
RCG
175
Regatta Capital Group
California
$262K – – –
5 6
7
8 9