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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 %
PFM
201
Phillips Financial Management
Indiana
$114K – – –
MHR
202
Matthew Hamilton Rosenberg
$105K -$31.7K -1,381 -23%
SPIA
203
Steward Partners Investment Advisory
New York
$101K – – –
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$81K -$141K -6,127 -63%
RG
205
Retirement Group
California
$76K – – –
QCG
206
Quadrant Capital Group
Ohio
$75.1K -$26K -1,133 -26%
EWP
207
Elevation Wealth Partners
California
$74.3K +$74.3K +3,239 New
JPMorgan Chase & Co
208
JPMorgan Chase & Co
New York
$61.6K +$2.54K +111 +4%
FPB
209
First PREMIER Bank
South Dakota
$56K +$56K +2,426 New
CLOS
210
Compagnie Lombard Odier SCmA
Switzerland
$48.7K -$25.2K -1,100 -34%
AF
211
Advisornet Financial
Minnesota
$48.5K +$940 +41 +2%
FMTCOCP
212
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41K – – –
SWM
213
Spire Wealth Management
Virginia
$33.2K -$734 -32 -2%
Fidelity Investments
214
Fidelity Investments
Massachusetts
$27.5K +$6.42K +280 +31%
SSC
215
Syverson Strege & Co
Iowa
$26.7K – – –
NA
216
NewEdge Advisors
Louisiana
$24.5K +$21.3K +927 +662%
PTC
217
Private Trust Company
Ohio
$23.5K -$7.04K -307 -23%
HI
218
Harbour Investments
Wisconsin
$21.7K -$6.86K -299 -24%
FA
219
Fortis Advisors
Pennsylvania
$19.3K +$312 +239 +2%
PP
220
Pacifica Partners
Canada
$16.5K -$1.91K -84 -10%
CFD
221
Creative Financial Designs
Indiana
$16.1K -$22.9K -1,000 -59%
DI
222
Disciplined Investments
Oklahoma
$15.2K – – –
AF
223
Allworth Financial
California
$14.7K – – –
AIM
224
Anchor Investment Management
South Carolina
$13.8K – – –
Deutsche Bank
225
Deutsche Bank
Germany
$11.5K -$45.9K -2,000 -80%
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