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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 %
BlackRock
1
BlackRock
New York
$177M +$762K +33,152 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$134M -$6.58M -286,400 -5%
VA
3
Valmark Advisers
Ohio
$113M +$113M +4,930,110 New
M&T Bank
4
M&T Bank
New York
$99.1M +$3.34M +145,536 +3%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$96.5M – – –
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$63.4M -$186K -8,000 -0.3%
SC
7
Savant Capital
Illinois
$60.1M -$347K -15,097 -0.6%
PCIG
8
Partners Capital Investment Group
Massachusetts
$55.2M +$15.8M +689,197 +40%
OCM
9
One Capital Management
California
$32.2M +$3.19M +138,753 +11%
LPL Financial
10
LPL Financial
California
$31.3M +$1.02M +44,291 +3%
CFA
11
Capstone Financial Advisors
Illinois
$30.2M -$1.46M -63,651 -5%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$30.1M +$9.58M +417,146 +47%
HighTower Advisors
13
HighTower Advisors
Illinois
$28.5M +$2.47M +107,714 +10%
Bank of America
14
Bank of America
North Carolina
$25.8M +$1.8M +78,265 +7%
MWM
15
Modera Wealth Management
New Jersey
$24M +$282K +12,296 +1%
Goldman Sachs
16
Goldman Sachs
New York
$23.7M +$6.08M +264,655 +35%
Wells Fargo
17
Wells Fargo
California
$21.9M -$3.48M -151,665 -14%
PP
18
PDS Planning
Ohio
$20.8M +$2.7M +117,586 +15%
Jane Street
19
Jane Street
New York
$20.7M +$20.7M +900,000 New
SAG
20
SageView Advisory Group
California
$19.6M +$4.87M +211,983 +33%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$18.2M -$4.53M -197,386 -20%
SW
22
SVB Wealth
Massachusetts
$17.7M -$1.1M -47,971 -6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$15.6M +$1.13M +49,208 +8%
WPW
24
Waldron Private Wealth
Pennsylvania
$15.5M +$364K +15,827 +2%
KFAA
25
Klaas Financial Asset Advisors
Illinois
$14.4M +$276K +12,012 +2%
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