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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 %
AC
151
Apella Capital
Connecticut
$403K -$15.4K -726 -4%
CPWM
152
Cypress Point Wealth Management
Texas
$402K -$20.1K -950 -5%
IAS
153
Insigneo Advisory Services
Florida
$400K +$30K +1,402 +8%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$396K +$63.4K +3,000 +19%
FIB
155
First Interstate Bank
Montana
$382K +$36.3K +1,714 +11%
WSTAM
156
Wilbanks Smith & Thomas Asset Management
Virginia
$380K – – –
FMN
157
Financial Management Network
California
$380K -$20.8K -1,011 -5%
CAM
158
Cresset Asset Management
Illinois
$379K +$139K +6,489 +58%
CWM
159
Comprehensive Wealth Management
Washington
$374K +$13.8K +654 +4%
KWM
160
Kingsview Wealth Management
Oregon
$329K +$17.8K +841 +6%
Citadel Advisors
161
Citadel Advisors
Florida
$327K +$317K +14,975 +3,227%
OIA
162
OneDigital Investment Advisors
Kansas
$323K – – –
FA
163
Forefront Analytics
Pennsylvania
$314K – – –
IA
164
IFP Advisors
Florida
$301K -$24.5K -1,159 -8%
DCM
165
DGS Capital Management
New Jersey
$299K -$2.16K -102 -0.7%
BWM
166
Bulltick Wealth Management
Florida
$279K – – –
Betterment LLC
167
Betterment LLC
New York
$267K +$73.4K +3,467 +38%
CCMI
168
Creative Capital Management Investments
California
$266K – – –
PCIA
169
Prime Capital Investment Advisors
Kansas
$263K -$2.41K -114 -0.9%
MA
170
MAS Advisors
Florida
$254K – – –
FAAM
171
First Ascent Asset Management
Colorado
$254K -$1.38K -65 -0.5%
Mackenzie Financial
172
Mackenzie Financial
Ontario, Canada
$250K +$250K +12,224 New
CA
173
Claro Advisors
Massachusetts
$243K – – –
GRP
174
Global Retirement Partners
California
$241K +$3.07K +149 +1%
CLOS
175
Compagnie Lombard Odier SCmA
Switzerland
$240K +$195K +9,200 +433%
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7
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