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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
$55.2M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$30.1M
5
Goldman Sachs
Goldman Sachs
New York
$23.7M

Top Sellers

1
OPWM
Oakwell Private Wealth Management
Texas
$0
2
Morgan Stanley
Morgan Stanley
New York
$134M
3
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
$11.7M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$0
5
CAN
Cetera Advisor Networks
California
$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAS
176
Nicolet Advisory Services
Wisconsin
$247K -$1.27M -55,283 -84%
Empower Advisory Group
177
Empower Advisory Group
Colorado
$246K -$31.7K -1,381 -11%
FA
178
Flagstar Advisors
New York
$241K +$5.93K +258 +3%
BRWA
179
B. Riley Wealth Advisors
Florida
$239K +$10.5K +456 +5%
FAIM
180
Financial Advocates Investment Management
Washington
$237K -$528K -22,988 -69%
DWT
181
Dorsey & Whitney Trust
South Dakota
$233K – – –
IWM
182
IHT Wealth Management
Illinois
$230K -$297K -12,917 -56%
Prudential Financial
183
Prudential Financial
New Jersey
$225K -$3.79K -165 -2%
KOC
184
Koss-Olinger Consulting
Florida
$223K +$223K +9,710 New
CBFP
185
Cedar Brook Financial Partners
Ohio
$220K +$7.21K +314 +3%
DWA
186
Delap Wealth Advisory
Oregon
$220K – – –
MA
187
Mutual Advisors
Nebraska
$220K -$1.38K -60 -0.6%
FFA
188
First Foundation Advisors
California
$218K -$251K -10,932 -54%
BP
189
Ballentine Partners
Massachusetts
$218K +$218K +9,469 New
Betterment LLC
190
Betterment LLC
New York
$210K +$210K +9,148 New
WT
191
Whittier Trust
California
$207K – – –
RRC
192
Relaxing Retirement Coach
Massachusetts
$206K +$206K +8,967 New
SFFS
193
Stonehage Fleming Financial Services
Jersey
$204K +$204K +8,875 New
Thrivent Financial for Lutherans
194
Thrivent Financial for Lutherans
Minnesota
$200K -$2.08M -91,210 -91%
OP
195
ORG Partners
Indiana
$197K +$197K +8,594 New
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$193K – – –
CQS
197
Credential Qtrade Securities
$189K +$38.1K +1,656 +25%
SMA
198
Sage Mountain Advisors
Georgia
$184K -$17.3K -751 -9%
ACA
199
Aptus Capital Advisors
Alabama
$171K +$48.2K +2,100 +39%
GWANC
200
Guardian Wealth Advisors (North Carolina)
North Carolina
$169K +$46.3K +2,015 +38%
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