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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 %
DJSG
201
D.J. St. Germain
Massachusetts
$108K – – –
PFM
202
Phillips Financial Management
Indiana
$105K – – –
WWP
203
WR Wealth Planners
Missouri
$104K -$43.2K -2,040 -29%
GI
204
Gradient Investments
Minnesota
$103K -$1.02K -48 -1%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$74K +$64 +3 +0.1%
MHR
206
Matthew Hamilton Rosenberg
$72.9K -$572 -27 -0.8%
RG
207
Retirement Group
California
$70.2K – – –
EWP
208
Elevation Wealth Partners
California
$68.6K – – –
JPMorgan Chase & Co
209
JPMorgan Chase & Co
New York
$68.1K +$7.69K +363 +13%
AF
210
Advisornet Financial
Minnesota
$58.4K -$4.36K -206 -7%
QCG
211
Quadrant Capital Group
Ohio
$46.8K -$22.5K -1,065 -32%
UB
212
UMB Bank
Missouri
$42.4K +$39.4K +1,862 +1,340%
FMTCOCP
213
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$42K +$4.62K +220 +12%
TCOV
214
Trust Company of Vermont
Vermont
$26.4K +$26.4K +1,247 New
Fidelity Investments
215
Fidelity Investments
Massachusetts
$21.9K +$21.2K +1,004 +3,462%
PTC
216
Private Trust Company
Ohio
$21.7K – – –
RIA
217
Realta Investment Advisors
Delaware
$19K – – –
CT
218
Clearstead Trust
Maine
$17.7K +$17.7K +835 New
HNB
219
Huntington National Bank
Ohio
$16.7K – – –
PA
220
Parallel Advisors
California
$16.3K -$2.75K -130 -14%
CT
221
Cambridge Trust
Massachusetts
$16.1K +$5.48K +259 +52%
PP
222
Pacifica Partners
Canada
$15.1K – – –
SWM
223
Spire Wealth Management
Virginia
$14.5K -$2.65K -125 -15%
NS
224
NBC Securities
Alabama
$13K +$13K +640 New
AIM
225
Anchor Investment Management
South Carolina
$12.7K – – –
7 8
9
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