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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 %
FAM
176
Formidable Asset Management
Ohio
$230K -$5.82K -275 -2%
FAIM
177
Financial Advocates Investment Management
Washington
$230K +$11.6K +546 +5%
BRWA
178
B. Riley Wealth Advisors
Florida
$230K +$6.52K +304 +3%
Empower Advisory Group
179
Empower Advisory Group
Colorado
$227K – – –
Prudential Financial
180
Prudential Financial
New Jersey
$220K +$13.1K +617 +6%
SC
181
Scotia Capital
Ontario, Canada
$217K -$19.9K -942 -8%
RCG
182
Regatta Capital Group
California
$217K -$40.1K -1,895 -16%
EFN
183
Equita Financial Network
Pennsylvania
$213K +$213K +10,073 New
BP
184
Ballentine Partners
Massachusetts
$211K +$10.1K +477 +5%
MA
185
Mutual Advisors
Nebraska
$206K +$3.77K +178 +2%
KOC
186
Koss-Olinger Consulting
Florida
$206K – – –
CBFP
187
Cedar Brook Financial Partners
Ohio
$203K – – –
API
188
Advisor Partners II
California
$202K +$202K +9,553 New
FFA
189
First Foundation Advisors
California
$201K – – –
WT
190
Whittier Trust
California
$190K – – –
SFFS
191
Stonehage Fleming Financial Services
Jersey
$188K – – –
Citigroup
192
Citigroup
New York
$179K +$43.8K +2,068 +32%
CQS
193
Credential Qtrade Securities
$171K -$2.29K -108 -1%
SMA
194
Sage Mountain Advisors
Georgia
$161K -$8.53K -403 -5%
GWANC
195
Guardian Wealth Advisors (North Carolina)
North Carolina
$156K -$1.07K -50 -0.7%
ACA
196
Aptus Capital Advisors
Alabama
$154K -$2.86K -135 -2%
PO
197
Private Ocean
California
$150K – – –
PCMC
198
Private Capital Management (Colorado)
Colorado
$122K +$122K +5,770 New
CSWM
199
Cassady Schiller Wealth Management
Ohio
$112K +$1.36K +50 +1%
OCM
200
Orion Capital Management
California
$108K +$108K +5,111 New
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