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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 %
CTWM
251
Cherry Tree Wealth Management
Minnesota
$3.46K – – –
CSC
252
Caldwell Sutter Capital
California
$3.39K – – –
CFD
253
Creative Financial Designs
Indiana
$3.36K +$3.36K +142 New
MSFP
254
Mark Sheptoff Financial Planning
Connecticut
$2.98K – – –
HBW
255
Hazlett, Burt & Watson
West Virginia
$2K – – –
TRCT
256
Tower Research Capital (TRC)
New York
$1.28K +$1.21K +51 +1,700%
VCM
257
Versant Capital Management
Arizona
$1.23K – – –
ME
258
McIlrath & Eck
Washington
$947 – – –
TCM
259
Tradewinds Capital Management
Washington
$877 +$877 +37 New
KFS
260
Kelly Financial Services
Massachusetts
$716 – – –
EWM
261
EPG Wealth Management
Georgia
$523 – – –
GJIA
262
Glass Jacobson Investment Advisors
Maryland
$453 +$453 +19 New
CA
263
CoreCap Advisors
Michigan
$213 +$213 +9 New
GCS
264
Gordian Capital (Singapore)
Singapore
$24 – – –
DCM
265
Davis Capital Management
Florida
$23 -$23 -1 -50%
CAM
266
Creekmur Asset Management
Illinois
$21 -$21 -1 -50%
SAG
267
SageView Advisory Group
California
– -$55.4M -2,378,756 Closed
Pictet Asset Management
268
Pictet Asset Management
Switzerland
– -$26.7M -1,106,000 Closed
Susquehanna International Group
269
Susquehanna International Group
Pennsylvania
– -$2.87M -118,760 Closed
IPWA
270
International Private Wealth Advisors
California
– -$1.4M -57,823 Closed
RSWM
271
Robertson Stephens Wealth Management
California
– -$957K -39,567 Closed
FFA
272
Farther Finance Advisors
California
– -$951K -39,317 Closed
FPAS
273
Focus Partners Advisor Solutions
Missouri
– -$938K -38,778 Closed
FPF
274
First Pacific Financial
Washington
– -$808K -33,409 Closed
IAS
275
Insigneo Advisory Services
Florida
– -$532K -21,983 Closed
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