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iShares Global REIT ETF
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Overview Fund Activity

266 hedge funds and large institutions have $1.7B invested in iShares Global REIT ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
–
Holders Change %
0%
% of All Funds
3.87%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.15%
New
33
Increased
88
Reduced
104
Closed
28
Calls
$72K
Puts
$2K
Net Calls
+$70K
Net Calls Change
+$169K

Top Buyers

1
SAG
SageView Advisory Group
California
$53.2M
2
PCIG
Partners Capital Investment Group
Massachusetts
$53.9M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$107M
4
VA
Valmark Advisers
Ohio
$128M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$13.9M

Top Sellers

1
M&T Bank
M&T Bank
New York
$97.5M
2
OCM
One Capital Management
California
$15.8M
3
KFAA
Klaas Financial Asset Advisors
Illinois
$851K
4
VIP
Viewpoint Investment Partners
Alberta, Canada
$0
5
LPL Financial
LPL Financial
California
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
226
SYM Financial Corp
Indiana
$32.9K -$75.7K -3,255 -70%
PTC
227
Private Trust Company
Ohio
$23.9K – – –
BFO
228
Biltmore Family Office
North Carolina
$19.8K +$19.8K +850 New
RIA
229
Realta Investment Advisors
Delaware
$18.9K +$23 +1 +0.1%
PP
230
Pacifica Partners
Canada
$16.9K – – –
BL
231
BFSG LLC
California
$14.6K +$14.6K +629 New
RCM
232
Raleigh Capital Management
North Carolina
$14.5K +$47 +2 +0.3%
SPIA
233
Steward Partners Investment Advisory
New York
$13.5K +$419 +18 +3%
ATPW
234
Ashton Thomas Private Wealth
Arizona
$13.2K +$13.2K +569 New
FRA
235
Front Row Advisors
California
$11.6K – – –
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$11.4K +$7.02K +302 +159%
WWM
237
Wolff Wiese Magana
California
$10.4K – – –
FFA
238
Founders Financial Alliance
North Carolina
$7.65K -$744 -32 -9%
CP
239
Castleview Partners
Texas
$7.32K +$7.32K +315 New
Fidelity Investments
240
Fidelity Investments
Massachusetts
$6.46K -$59.1K -2,544 -90%
SWM
241
Spire Wealth Management
Virginia
$6.42K -$3.49K -150 -35%
NA
242
NewEdge Advisors
Louisiana
$5.1K +$23 +1 +0.5%
AWM
243
Abound Wealth Management
Tennessee
$4.97K +$4.97K +214 New
BFA
244
Brown Financial Advisors
Ohio
$4.33K +$4.33K +186 New
IRC
245
Investors Research Corp
Georgia
$4.14K +$23 +1 +0.6%
KFP
246
Keener Financial Planning
Texas
$4K – – –
NS
247
NBC Securities
Alabama
$4K – – –
HI
248
Harbour Investments
Wisconsin
$3.81K – – –
CSC
249
Caldwell Sutter Capital
California
$3.33K – – –
CFD
250
Creative Financial Designs
Indiana
$3.3K – – –
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10
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