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

Top Sellers

1
BlackRock
1
BlackRock
New York
$141M
2
Jane Street
2
Jane Street
New York
$10.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.1M
4
CFA
4
Capstone Financial Advisors
Illinois
$22.1M
5
CAN
5
Cetera Advisor Networks
California
$4.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
251
Fidelity Investments
Massachusetts
$6.7K -$18.3K -756 -73%
FCAS
252
First Command Advisory Services
Texas
$6.55K +$6.55K +581 New
NS
253
NBC Securities
Alabama
$6K -$8.71K -379 -59%
HNB
254
Huntington National Bank
Ohio
$5.63K -$16.7K – –
KFP
255
Keener Financial Planning
Texas
$5K +$5K +204 New
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$4.59K – – –
IRC
257
Investors Research Corp
Georgia
$4.28K +$750 +31 +21%
HI
258
Harbour Investments
Wisconsin
$3.57K – – –
CTWM
259
Cherry Tree Wealth Management
Minnesota
$3.53K – – –
CSC
260
Caldwell Sutter Capital
California
$3.46K – – –
MSFP
261
Mark Sheptoff Financial Planning
Connecticut
$3.05K – – –
AA
262
Ancora Advisors
Ohio
$2.35K +$2.35K +97 New
HBW
263
Hazlett, Burt & Watson
West Virginia
$2K +$2K +100 New
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$1.5K +$1.5K +62 New
VCM
265
Versant Capital Management
Arizona
$1.26K +$1.26K +52 New
ME
266
McIlrath & Eck
Washington
$967 – – –
KFS
267
Kelly Financial Services
Massachusetts
$727 – – –
EWM
268
EPG Wealth Management
Georgia
$499 +$23 +1 +5%
AWM
269
Able Wealth Management
New Jersey
$478 +$478 +20 New
1832 Asset Management
270
1832 Asset Management
Ontario, Canada
$193 +$193 +8 New
TRCT
271
Tower Research Capital (TRC)
New York
$73 +$73 +3 New
DCM
272
Davis Capital Management
Florida
$48 +$48 +2 New
CAM
273
Creekmur Asset Management
Illinois
$46 +$46 +2 New
GCS
274
Gordian Capital (Singapore)
Singapore
$25 – – –
FLPIM
275
F.L. Putnam Investment Management
Massachusetts
– -$536K -25,298 Closed
8 9 10
11
12