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iShares Global REIT ETF
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Overview Fund Activity

266 hedge funds and large institutions have $1.73B invested in iShares Global REIT ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 98 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-7
Holders Change %
-2.56%
% of All Funds
3.86%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
27
Increased
99
Reduced
98
Closed
30
Calls
$197K
Puts
$296K
Net Calls
-$99K
Net Calls Change
-$135K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$99M
2
NL
2
NEPC LLC
Massachusetts
$27.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$18.2M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$7.94M
5
VA
5
Valmark Advisers
Ohio
$122M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$89.4M
2
SAG
2
SageView Advisory Group
California
$0
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$0
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$39.4M
5
LFG
5
Larson Financial Group
Missouri
$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
226
Quadrant Capital Group
Ohio
$52.4K – – –
NP
227
NorthRock Partners
Minnesota
$50.8K -$7.13K -301 -12%
FHA
228
First Horizon Advisors
Tennessee
$47.4K +$47.4K +2,000 New
CCMI
229
Creative Capital Management Investments
California
$43.5K – – –
FMTCOCP
230
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40K – – –
CA
231
Continuum Advisory
Idaho
$39.2K +$39.2K +1,694 New
TCOV
232
Trust Company of Vermont
Vermont
$37.1K +$474 +20 +1%
BIM
233
Breakwater Investment Management
Washington
$27K +$27K +1,139 New
PTC
234
Private Trust Company
Ohio
$24.3K – – –
RIA
235
Realta Investment Advisors
Delaware
$19.2K +$19.2K +811 New
PP
236
Pacifica Partners
Canada
$16.8K – – –
RCM
237
Raleigh Capital Management
North Carolina
$14.7K +$14.7K +622 New
SPIA
238
Steward Partners Investment Advisory
New York
$13.3K +$852 +36 +7%
FRA
239
Front Row Advisors
California
$11.8K – – –
WWM
240
Wolff Wiese Magana
California
$10.6K – – –
SWM
241
Spire Wealth Management
Virginia
$10.1K -$3.36K -142 -25%
SSB
242
Sandy Spring Bank
Maryland
$9.24K +$9.24K +390 New
FFA
243
Founders Financial Alliance
North Carolina
$8.55K – – –
AWM
244
Avior Wealth Management
Nebraska
$7.41K +$7.41K +313 New
NA
245
NewEdge Advisors
Louisiana
$5.17K -$1.95K -82 -27%
KFP
246
Keener Financial Planning
Texas
$5K – – –
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$4.5K – – –
IRC
248
Investors Research Corp
Georgia
$4.19K – – –
NS
249
NBC Securities
Alabama
$4K -$2.04K -88 -34%
HI
250
Harbour Investments
Wisconsin
$3.88K +$378 +16 +11%
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