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iShares Global REIT ETF
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Overview Fund Activity

239 hedge funds and large institutions have $1.07B invested in iShares Global REIT ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 72 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
4.13%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
27
Increased
99
Reduced
72
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$21.3M
2
BlackRock
2
BlackRock
New York
$119M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.25M
4
WFA
4
Wipfli Financial Advisors
Wisconsin
$12.1M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$5.79M

Top Sellers

1
GLA
1
Great Lakes Advisors
Illinois
$3.55M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$11.6M
5
OFG
5
Oxford Financial Group
Indiana
$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$119M +$7.46M +350,883 +7%
Morgan Stanley
2
Morgan Stanley
New York
$106M +$1.79M +84,023 +2%
HSBC Holdings
3
HSBC Holdings
United Kingdom
$89.4M – – –
M&T Bank
4
M&T Bank
New York
$82.2M +$1.16M +54,639 +1%
SC
5
Savant Capital
Illinois
$36.2M +$2.95M +138,846 +9%
PCIG
6
Partners Capital Investment Group
Massachusetts
$33.4M +$1.85M +87,199 +6%
Wells Fargo
7
Wells Fargo
California
$28.5M +$2.17M +101,992 +8%
LPL Financial
8
LPL Financial
California
$28.4M -$240K -11,260 -0.8%
CFA
9
Capstone Financial Advisors
Illinois
$23.1M -$202K -9,490 -0.9%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$22M +$794K +37,332 +4%
HighTower Advisors
11
HighTower Advisors
Illinois
$21.6M +$1.36M +64,043 +7%
SW
12
SVB Wealth
Massachusetts
$21.3M +$8.3M +390,118 +64%
OCM
13
One Capital Management
California
$19.5M +$2.7M +126,787 +16%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$17.9M +$269K +12,659 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$17.6M -$480K -22,557 -3%
PP
16
PDS Planning
Ohio
$14.7M +$2.15M +101,114 +17%
Goldman Sachs
17
Goldman Sachs
New York
$14.6M +$66.6K +3,132 +0.5%
SMDAM
18
Sumitomo Mitsui DS Asset Management
Japan
$13.8M +$4.05M +190,327 +41%
WFA
19
Wipfli Financial Advisors
Wisconsin
$12.1M +$5.86M +275,499 +94%
Bank of America
20
Bank of America
North Carolina
$11.6M -$4.82M -226,785 -29%
KFAA
21
Klaas Financial Asset Advisors
Illinois
$11.5M +$454K +21,331 +4%
LFG
22
Larson Financial Group
Missouri
$11.5M +$799K +37,546 +7%
WA
23
Wilshire Advisors
California
$11.1M +$42.9K +2,018 +0.4%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$10.7M +$409K +19,245 +4%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$9.89M +$3.07M +144,403 +45%
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