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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 %
CAL
151
Capital Analysts LLC
Pennsylvania
$380K +$61.7K +2,690 +19%
FIB
152
First Interstate Bank
Montana
$375K -$236K -10,275 -39%
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$372K – – –
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$361K +$98.6K +4,297 +38%
IA
155
IFP Advisors
Florida
$353K -$10.8K -472 -3%
OIA
156
OneDigital Investment Advisors
Kansas
$350K +$1.72K +75 +0.5%
FA
157
Forefront Analytics
Pennsylvania
$341K +$1.93K +84 +0.6%
KWM
158
Kingsview Wealth Management
Oregon
$338K +$3.49K +152 +1%
DCM
159
DGS Capital Management
New Jersey
$326K +$96.4K +4,197 +42%
TCWA
160
Ten Capital Wealth Advisors
Washington
$315K -$25.8K -1,124 -8%
Millennium Management
161
Millennium Management
New York
$302K +$302K +13,147 New
KAS
162
Kestra Advisory Services
Texas
$300K -$11.3K -493 -4%
BWM
163
Bulltick Wealth Management
Florida
$299K – – –
TSS
164
Two Sigma Securities
New York
$294K +$294K +12,799 New
CCMI
165
Creative Capital Management Investments
California
$289K -$114K -4,953 -28%
PCIA
166
Prime Capital Investment Advisors
Kansas
$288K +$288K +12,543 New
RCG
167
Regatta Capital Group
California
$279K +$13.8K +600 +5%
FAAM
168
First Ascent Asset Management
Colorado
$277K -$44.5K -1,938 -14%
MA
169
MAS Advisors
Florida
$275K -$130K -5,657 -32%
GRP
170
Global Retirement Partners
California
$265K -$86.4K -3,761 -25%
CA
171
Claro Advisors
Massachusetts
$263K -$1.95K -85 -0.7%
SC
172
Scotia Capital
Ontario, Canada
$257K -$98.9K -4,306 -28%
CAM
173
Cresset Asset Management
Illinois
$257K +$92 +4 +0%
FAM
174
Formidable Asset Management
Ohio
$256K – – –
FFM
175
Forum Financial Management
Illinois
$249K -$41K -1,785 -14%
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