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iShares Global REIT ETF
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Overview Fund Activity

273 hedge funds and large institutions have $1.91B invested in iShares Global REIT ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+27
Holders Change %
+10.98%
% of All Funds
4%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
50
Increased
96
Reduced
95
Closed
20
Calls
$147K
Puts
$111K
Net Calls
+$36K
Net Calls Change
+$318K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$207M
2
OFG
Oxford Financial Group
Indiana
$61.9M
3
HIG
Heritage Investment Group
Florida
$33.5M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$26.7M
5
SAG
SageView Advisory Group
California
$55.4M

Top Sellers

1
BlackRock
BlackRock
New York
$141M
2
Jane Street
Jane Street
New York
$10.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.1M
4
CFA
Capstone Financial Advisors
Illinois
$22.1M
5
CAN
Cetera Advisor Networks
California
$4.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
226
Gradient Investments
Minnesota
$114K -$3.39K -140 -3%
CSWM
227
Cassady Schiller Wealth Management
Ohio
$99.9K – – –
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$84K -$437 -18 -0.5%
MHR
229
Matthew Hamilton Rosenberg
$72.6K -$10.7K -442 -13%
AF
230
Advisornet Financial
Minnesota
$68.7K +$1.98K +82 +3%
EWP
231
Elevation Wealth Partners
California
$68.6K – – –
RG
232
Retirement Group
California
$66.7K -$13.4K -555 -17%
EWA
233
Elevate Wealth Advisory
Georgia
$65.3K +$65.3K +2,699 New
UB
234
UMB Bank
Missouri
$59.5K +$11.1K +459 +23%
NP
235
NorthRock Partners
Minnesota
$59.1K +$59.1K +2,446 New
QCG
236
Quadrant Capital Group
Ohio
$53.5K – – –
PS
237
Principal Securities
Iowa
$46.2K +$46.2K +1,911 New
CCMI
238
Creative Capital Management Investments
California
$44.4K -$260K -10,739 -85%
FMTCOCP
239
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41K -$7.24K -300 -15%
TCOV
240
Trust Company of Vermont
Vermont
$37.4K +$7.23K +299 +24%
PTC
241
Private Trust Company
Ohio
$24.8K – – –
PA
242
Parallel Advisors
California
$18.9K +$339 +14 +2%
PP
243
Pacifica Partners
Canada
$16.6K – – –
SWM
244
Spire Wealth Management
Virginia
$13.3K -$2.69K -115 -17%
SPIA
245
Steward Partners Investment Advisory
New York
$12.7K – – –
FRA
246
Front Row Advisors
California
$12.1K – – –
WWM
247
Wolff Wiese Magana
California
$10.8K – – –
FFA
248
Founders Financial Alliance
North Carolina
$8.73K – – –
MWM
249
Mascoma Wealth Management
New Hampshire
$7.59K +$7.59K +314 New
NA
250
NewEdge Advisors
Louisiana
$7.26K +$363 +15 +5%
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