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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 %
BlackRock
1
BlackRock
New York
$157M -$6.07M -286,817 -4%
VA
2
Valmark Advisers
Ohio
$104M -$42.1K -1,989 -0%
Morgan Stanley
3
Morgan Stanley
New York
$97.8M -$25.7M -1,215,526 -21%
M&T Bank
4
M&T Bank
New York
$96.1M +$4.7M +221,751 +5%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$89M – – –
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$62.8M +$94.4K +4,113 +0.2%
SC
7
Savant Capital
Illinois
$56.8M +$1.42M +67,163 +3%
PCIG
8
Partners Capital Investment Group
Massachusetts
$48.9M -$2M -94,564 -4%
SAG
9
SageView Advisory Group
California
$35.2M +$17.1M +809,652 +95%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$32.2M +$4.46M +210,897 +16%
OCM
11
One Capital Management
California
$31.6M +$1.96M +92,698 +7%
HighTower Advisors
12
HighTower Advisors
Illinois
$31.6M +$5.3M +250,223 +20%
Goldman Sachs
13
Goldman Sachs
New York
$31M +$9.2M +434,691 +42%
LPL Financial
14
LPL Financial
California
$30M +$1.22M +57,861 +4%
CFA
15
Capstone Financial Advisors
Illinois
$27.1M -$736K -34,756 -3%
Jane Street
16
Jane Street
New York
$24.1M +$5.09M +240,412 +27%
Bank of America
17
Bank of America
North Carolina
$22.7M -$1.06M -50,083 -4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$22.3M +$5.55M +262,050 +33%
MWM
19
Modera Wealth Management
New Jersey
$22M -$127K -5,999 -0.6%
PP
20
PDS Planning
Ohio
$19.9M +$772K +36,447 +4%
Wells Fargo
21
Wells Fargo
California
$18.8M -$1.41M -66,471 -7%
SW
22
SVB Wealth
Massachusetts
$14.9M -$1.44M -67,887 -9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$14.8M +$496K +23,421 +3%
KFAA
24
Klaas Financial Asset Advisors
Illinois
$13.8M +$292K +13,610 +2%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.7M +$5.16M +243,522 +61%
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