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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 %
CAM
176
Cresset Asset Management
Illinois
$257K +$15.6K +682 +6%
FAM
177
Formidable Asset Management
Ohio
$255K – – –
PFA
178
Professional Financial Advisors
Nebraska
$247K +$247K +8,460 New
PAG
179
Private Advisor Group
New Jersey
$242K -$2.82K -123 -1%
FA
180
Flagstar Advisors
New York
$234K -$3.39K -148 -1%
DWT
181
Dorsey & Whitney Trust
South Dakota
$233K – – –
DCM
182
DGS Capital Management
New Jersey
$229K +$14.7K +643 +7%
WWP
183
WR Wealth Planners
Missouri
$228K -$1.89M -82,437 -89%
Prudential Financial
184
Prudential Financial
New Jersey
$228K +$228K +9,959 New
BRWA
185
B. Riley Wealth Advisors
Florida
$228K -$367 -16 -0.2%
MA
186
Mutual Advisors
Nebraska
$221K -$9.63K -420 -4%
DWA
187
Delap Wealth Advisory
Oregon
$219K – – –
CBFP
188
Cedar Brook Financial Partners
Ohio
$212K +$5.99K +261 +3%
WT
189
Whittier Trust
California
$206K – – –
SMA
190
Sage Mountain Advisors
Georgia
$201K -$60.5K -2,638 -23%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$193K – – –
GI
192
Gradient Investments
Minnesota
$169K -$34K -1,481 -17%
CSWM
193
Cassady Schiller Wealth Management
Ohio
$169K +$169K +7,430 New
Citigroup
194
Citigroup
New York
$162K -$23.4K -1,020 -13%
ASN
195
Advisory Services Network
Georgia
$154K -$4.98K -217 -3%
CQS
196
Credential Qtrade Securities
$150K +$13.4K +584 +10%
Qube Research & Technologies (QRT)
197
Qube Research & Technologies (QRT)
United Kingdom
$133K +$107K +4,666 +410%
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K -$193K -8,401 -61%
ACA
199
Aptus Capital Advisors
Alabama
$122K +$43.4K +1,893 +55%
GWANC
200
Guardian Wealth Advisors (North Carolina)
North Carolina
$122K +$45.3K +1,975 +59%
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