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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 %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$178K -$22.1K -975 -11%
ASN
202
Advisory Services Network
Georgia
$158K +$158K +6,947 New
MHR
203
Matthew Hamilton Rosenberg
$136K -$8.34K -367 -6%
CQS
204
Credential Qtrade Securities
$135K +$10.2K +449 +8%
PFM
205
Phillips Financial Management
Indiana
$113K -$77.8K -3,424 -41%
QCG
206
Quadrant Capital Group
Ohio
$100K -$273K -12,000 -73%
SPIA
207
Steward Partners Investment Advisory
New York
$99.7K +$44.1K +1,944 +80%
RBC
208
Romano Brothers & Co
Illinois
$90.8K +$90.8K +4,000 New
ACA
209
Aptus Capital Advisors
Alabama
$77.9K -$64.8K -2,853 -45%
GWANC
210
Guardian Wealth Advisors (North Carolina)
North Carolina
$76.1K +$76.1K +3,350 New
RG
211
Retirement Group
California
$75K +$75K +3,314 New
CLOS
212
Compagnie Lombard Odier SCmA
Switzerland
$74K -$33.5K -1,459 -31%
JPMorgan Chase & Co
213
JPMorgan Chase & Co
New York
$59K -$10.6K -463 -15%
Deutsche Bank
214
Deutsche Bank
Germany
$56.8K – – –
LSA
215
Lansing Street Advisors
Pennsylvania
$54K -$328K -14,448 -86%
AF
216
Advisornet Financial
Minnesota
$47.1K +$1.11K +49 +2%
BAAM
217
Baker Avenue Asset Management
California
$47K -$254K -11,202 -84%
FMTCOCP
218
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40K +$40K +1,780 New
TWA
219
TCI Wealth Advisors
Arizona
$39.3K +$37.5K +1,651 +2,090%
CFD
220
Creative Financial Designs
Indiana
$38.6K – – –
RIA
221
Realta Investment Advisors
Delaware
$34.6K -$727 -32 -2%
SWM
222
Spire Wealth Management
Virginia
$34K – – –
PTC
223
Private Trust Company
Ohio
$30K +$6.05K +269 +25%
HI
224
Harbour Investments
Wisconsin
$28.3K -$3.36K -148 -11%
SSC
225
Syverson Strege & Co
Iowa
$26.4K – – –
7 8
9
10 11