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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 %
DCM
176
DGS Capital Management
New Jersey
$314K +$1.23K +42 +0.4%
T
177
TCWP
Ohio
$314K +$314K +10,751 New
SWA
178
Sightline Wealth Advisors
Connecticut
$307K +$307K +10,503 New
RCG
179
Regatta Capital Group
California
$299K – – –
DWT
180
Dorsey & Whitney Trust
South Dakota
$297K – – –
PAG
181
Private Advisor Group
New Jersey
$297K +$5.08K +174 +2%
CAN
182
Claraphi Advisory Network
United States
$291K -$72.9K -2,495 -20%
CAM
183
Cresset Asset Management
Illinois
$289K -$16.4K -563 -5%
FA
184
Flagstar Advisors
New York
$288K -$10.3K -352 -3%
BRWA
185
B. Riley Wealth Advisors
Florida
$288K +$5.83K +199 +2%
BCM
186
Boltwood Capital Management
California
$281K -$292 -10 -0.1%
PPA
187
Parametric Portfolio Associates
Washington
$280K -$19.8K -679 -7%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$277K +$1.26K +43 +0.5%
CFO
189
Collective Family Office
Pennsylvania
$276K +$23K +790 +9%
CBFP
190
Cedar Brook Financial Partners
Ohio
$272K +$3.36K +115 +1%
BFG
191
Barber Financial Group
Kansas
$271K -$27.6K -947 -9%
HA
192
Hofer & Associates
California
$269K +$525 +18 +0.2%
KAS
193
Kestra Advisory Services
Texas
$263K -$6.2K -212 -2%
CIM
194
Cambria Investment Management
California
$256K +$3.34K +114 +1%
PFA
195
Professional Financial Advisors
Nebraska
$247K +$17.8K +608 +8%
BDWM
196
Brewin Dolphin Wealth Management
Ireland
$237K +$29.3K +1,000 +14%
Cetera Investment Advisers
197
Cetera Investment Advisers
Illinois
$237K +$237K +8,125 New
JPMPWA
198
J.P. Morgan Private Wealth Advisors
California
$235K +$2.98K +102 +1%
TSS
199
Two Sigma Securities
New York
$235K +$235K +8,050 New
EH
200
Equitable Holdings
New York
$229K -$48.7K -1,671 -18%
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