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iShares Global REIT ETF
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Overview Fund Activity

285 hedge funds and large institutions have $1.78B invested in iShares Global REIT ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+14
Holders Change %
+5.17%
% of All Funds
3.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
50
Increased
115
Reduced
83
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$35.5M
2
M&T Bank
M&T Bank
New York
+$12.5M
3
NWM
Nicola Wealth Management
British Columbia, Canada
+$12.2M
4
SAG
SageView Advisory Group
California
+$11.1M
5
LPL Financial
LPL Financial
California
+$10.7M

Top Sellers

1
OFG
Oxford Financial Group
Indiana
-$59.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$19M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$13.1M
4
BlackRock
BlackRock
New York
-$13M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$8.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWP
226
ORG Wealth Partners
Texas
$121K – – –
Citigroup
227
Citigroup
New York
$111K +$3.16K +132 +3%
SMA
228
Sage Mountain Advisors
Georgia
$109K – – –
PFM
229
Phillips Financial Management
Indiana
$108K – – –
DJSG
230
D.J. St. Germain
Massachusetts
$102K – – –
TCOV
231
Trust Company of Vermont
Vermont
$93.1K +$56K +2,336 +151%
IWP
232
IAG Wealth Partners
Wisconsin
$85.9K – – –
AF
233
Advisornet Financial
Minnesota
$85.8K +$6.76K +282 +9%
EWP
234
Elevation Wealth Partners
California
$82.3K +$1.41K +59 +2%
TC
235
Tacita Capital
Ontario, Canada
$72.4K – – –
EWA
236
Elevate Wealth Advisory
Georgia
$71.7K +$1.87K +78 +3%
PA
237
Parallel Advisors
California
$67.9K +$2.57K +107 +4%
Toronto Dominion Bank
238
Toronto Dominion Bank
Ontario, Canada
$58.9K +$58.9K +2,456 New
QCG
239
Quadrant Capital Group
Ohio
$53K – – –
AAP
240
Arax Advisory Partners
Colorado
$50.5K +$50.5K +2,108 New
MCM
241
MAI Capital Management
Ohio
$47K +$47K +1,961 New
MHR
242
Matthew Hamilton Rosenberg
$46K – – –
CCMI
243
Creative Capital Management Investments
California
$44K – – –
SI
244
Sava Infond
Slovenia
$39.6K +$39.6K +1,650 New
CA
245
Continuum Advisory
Idaho
$36.9K – – –
FFA
246
Farther Finance Advisors
California
$34.9K – – –
SFC
247
SYM Financial Corp
Indiana
$33.9K – – –
CA
248
CoreCap Advisors
Michigan
$33.1K +$32.9K +1,372 +15,244%
PTC
249
Private Trust Company
Ohio
$28.1K -$839 -35 -3%
OSAM
250
O'Shaughnessy Asset Management
Connecticut
$25K – – –
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10
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