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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
$140M
2
Bank of America
Bank of America
North Carolina
$24M
3
WPW
Waldron Private Wealth
Pennsylvania
$15.1M
4
SAG
SageView Advisory Group
California
$14.7M
5
OCM
One Capital Management
California
$28.9M

Top Sellers

1
GLA
Great Lakes Advisors
Illinois
$5.34M
2
SW
SVB Wealth
Massachusetts
$18.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.4M
4
PFO
Pathstone Family Office
New Jersey
$1.68M
5
Wells Fargo
Wells Fargo
California
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$176M +$2.4M +104,695 +1%
Morgan Stanley
2
Morgan Stanley
New York
$140M +$21.7M +944,278 +18%
HSBC Holdings
3
HSBC Holdings
United Kingdom
$96.3M – – –
M&T Bank
4
M&T Bank
New York
$95.6M +$4.06M +176,992 +4%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$62.8M +$484K +21,122 +0.8%
SC
6
Savant Capital
Illinois
$60.3M +$1.45M +63,131 +2%
PCIG
7
Partners Capital Investment Group
Massachusetts
$39.3M +$713K +31,078 +2%
CFA
8
Capstone Financial Advisors
Illinois
$31.6M -$95.5K -4,167 -0.3%
LPL Financial
9
LPL Financial
California
$30.2M -$12K -523 -0%
OCM
10
One Capital Management
California
$28.9M +$4.59M +200,253 +19%
HighTower Advisors
11
HighTower Advisors
Illinois
$26M +$3.46M +150,698 +15%
Wells Fargo
12
Wells Fargo
California
$25.3M -$2.67M -116,353 -10%
Bank of America
13
Bank of America
North Carolina
$24M +$8.93M +389,351 +59%
MWM
14
Modera Wealth Management
New Jersey
$23.7M +$255K +11,129 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$22.7M +$3.62M +157,711 +19%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$20.5M -$1.48M -64,729 -7%
SW
17
SVB Wealth
Massachusetts
$18.8M -$5.13M -223,715 -21%
PP
18
PDS Planning
Ohio
$18.1M +$1.47M +64,057 +9%
SMDAM
19
Sumitomo Mitsui DS Asset Management
Japan
$18M +$3.14M +137,070 +21%
Goldman Sachs
20
Goldman Sachs
New York
$17.6M +$1.57M +68,547 +10%
WPW
21
Waldron Private Wealth
Pennsylvania
$15.1M +$7.99M +348,304 +112%
SAG
22
SageView Advisory Group
California
$14.7M +$5.06M +220,749 +53%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$14.4M -$3.95M -172,471 -22%
BW
24
BIP Wealth
Georgia
$14.2M +$14.2M +618,633 New
KFAA
25
Klaas Financial Asset Advisors
Illinois
$14.1M +$450K +19,634 +3%
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