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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 %
FAAM
176
First Ascent Asset Management
Colorado
$279K +$279K +12,281 New
JPMPWA
177
J.P. Morgan Private Wealth Advisors
California
$263K +$263K +11,561 New
FFM
178
Forum Financial Management
Illinois
$262K -$238K -10,460 -48%
RCG
179
Regatta Capital Group
California
$262K +$26K +1,145 +11%
SMA
180
Sage Mountain Advisors
Georgia
$259K – – –
CA
181
Claro Advisors
Massachusetts
$254K +$254K +11,196 New
DI
182
DDFG Inc
California
$254K +$254K +11,169 New
FAM
183
Formidable Asset Management
Ohio
$253K – – –
CAM
184
Cresset Asset Management
Illinois
$239K – – –
FA
185
Flagstar Advisors
New York
$235K +$18.8K +830 +9%
DWT
186
Dorsey & Whitney Trust
South Dakota
$231K – – –
MA
187
Mutual Advisors
Nebraska
$228K -$11.1K -490 -5%
BRWA
188
B. Riley Wealth Advisors
Florida
$226K -$24.6K -1,083 -10%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$219K -$204 -9 -0.1%
DWA
190
Delap Wealth Advisory
Oregon
$217K +$217K +9,567 New
DCM
191
DGS Capital Management
New Jersey
$213K +$213K +9,363 New
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$212K +$212K +9,352 New
WI
193
Wintrust Investments
Illinois
$211K -$85K -3,741 -29%
WT
194
Whittier Trust
California
$204K +$204K +9,000 New
CBFP
195
Cedar Brook Financial Partners
Ohio
$204K +$204K +8,995 New
AIP
196
Almanack Investment Partners
Pennsylvania
$202K +$202K +8,907 New
SFFS
197
Stonehage Fleming Financial Services
Jersey
$202K – – –
GI
198
Gradient Investments
Minnesota
$201K – – –
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$191K -$3.25K -143 -2%
Citigroup
200
Citigroup
New York
$184K -$110K -4,854 -37%
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