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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 %
AWA
1
Arete Wealth Advisors
Illinois
$1.3B -$219M -9,634 -14%
BlackRock
2
BlackRock
New York
$171M +$44.2M +1,944,245 +35%
Morgan Stanley
3
Morgan Stanley
New York
$118M +$4.72M +207,716 +4%
HSBC Holdings
4
HSBC Holdings
United Kingdom
$95.3M – – –
M&T Bank
5
M&T Bank
New York
$90.7M +$2.91M +128,258 +3%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$65M +$3.2M +133,840 +5%
SC
7
Savant Capital
Illinois
$57.2M +$19.3M +866,125 +51%
PCIG
8
Partners Capital Investment Group
Massachusetts
$38.3M +$2.55M +112,493 +7%
CFA
9
Capstone Financial Advisors
Illinois
$31.4M +$6.76M +297,814 +27%
LPL Financial
10
LPL Financial
California
$29.9M -$373K -16,434 -1%
Wells Fargo
11
Wells Fargo
California
$27.7M -$2.67M -117,362 -9%
OCM
12
One Capital Management
California
$24.1M +$3.27M +144,180 +16%
SW
13
SVB Wealth
Massachusetts
$23.7M +$963K +42,393 +4%
MWM
14
Modera Wealth Management
New Jersey
$23.2M +$19.5M +860,840 +529%
HighTower Advisors
15
HighTower Advisors
Illinois
$22.3M -$769K -33,898 -3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$21.8M -$1.73M -76,302 -7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$18.9M -$197K -8,688 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$18.2M -$622K -27,374 -3%
PP
19
PDS Planning
Ohio
$16.4M +$742K +32,673 +5%
Goldman Sachs
20
Goldman Sachs
New York
$15.8M +$190K +8,345 +1%
Bank of America
21
Bank of America
North Carolina
$14.9M +$2.46M +108,278 +20%
SMDAM
22
Sumitomo Mitsui DS Asset Management
Japan
$14.7M – – –
KFAA
23
Klaas Financial Asset Advisors
Illinois
$13.5M +$1.24M +54,789 +10%
CAN
24
Cetera Advisor Networks
California
$12.5M +$12.2M +537,927 +4,888%
WA
25
Wilshire Advisors
California
$11.9M +$58.5K +2,575 +0.5%
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