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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 %
PO
201
Private Ocean
California
$163K +$163K +7,078 New
WWP
202
WR Wealth Planners
Missouri
$160K -$69K -3,004 -30%
BAM
203
Bosun Asset Management
Illinois
$159K +$159K +6,934 New
Citigroup
204
Citigroup
New York
$147K -$15.5K -674 -10%
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K – – –
CSWM
206
Cassady Schiller Wealth Management
Ohio
$119K -$97.6K -3,350 -45%
DJSG
207
D.J. St. Germain
Massachusetts
$117K +$117K +5,080 New
PFM
208
Phillips Financial Management
Indiana
$114K – – –
GI
209
Gradient Investments
Minnesota
$113K -$56.3K -2,453 -33%
SPIA
210
Steward Partners Investment Advisory
New York
$101K – – –
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$80K -$1.11K -48 -1%
MHR
212
Matthew Hamilton Rosenberg
$79.8K -$25.6K -1,113 -24%
RG
213
Retirement Group
California
$76.1K – – –
QCG
214
Quadrant Capital Group
Ohio
$75.3K – – –
EWP
215
Elevation Wealth Partners
California
$74.4K – – –
AF
216
Advisornet Financial
Minnesota
$68.1K +$19.5K +847 +40%
JPMorgan Chase & Co
217
JPMorgan Chase & Co
New York
$65.6K +$3.84K +167 +6%
FPB
218
First PREMIER Bank
South Dakota
$56K – – –
CLOS
219
Compagnie Lombard Odier SCmA
Switzerland
$48.8K – – –
FMTCOCP
220
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41K – – –
PTC
221
Private Trust Company
Ohio
$23.6K – – –
PA
222
Parallel Advisors
California
$20.6K +$14.6K +635 +241%
RIA
223
Realta Investment Advisors
Delaware
$19K +$19K +829 New
SWM
224
Spire Wealth Management
Virginia
$18.6K -$14.7K -641 -44%
FA
225
Fiduciary Alliance
South Carolina
$17.6K +$17.6K +765 New
7 8
9
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