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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 %
MSFP
251
Mark Sheptoff Financial Planning
Connecticut
$2.93K – – –
GWSG
252
GPS Wealth Strategies Group
Colorado
$2.08K +$2.08K +89 New
HBW
253
Hazlett, Burt & Watson
West Virginia
$2K – – –
VCM
254
Versant Capital Management
Arizona
$1.3K +$93 +4 +8%
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$1.05K +$1.05K +45 New
BBHC
256
Brown Brothers Harriman & Co
New York
$1.02K +$1.02K +44 New
ME
257
McIlrath & Eck
Washington
$930 – – –
KFS
258
Kelly Financial Services
Massachusetts
$705 – – –
VAG
259
VisionPoint Advisory Group
Texas
$558 +$558 +24 New
EWM
260
EPG Wealth Management
Georgia
$515 -$523 -22 Closed
GJIA
261
Glass Jacobson Investment Advisors
Maryland
$446 – – –
RWA
262
Redmont Wealth Advisors
Illinois
$419 +$419 +18 New
FLPIM
263
F.L. Putnam Investment Management
Massachusetts
$279 +$279 +12 New
CA
264
CoreCap Advisors
Michigan
$209 – – –
DCM
265
Davis Capital Management
Florida
$23 – – –
GCS
266
Gordian Capital (Singapore)
Singapore
$23 – – –
GLR
267
Great Lakes Retirement
Ohio
$18 +$18 +1 New
VIP
268
Viewpoint Investment Partners
Alberta, Canada
– -$10.7M -453,300 Closed
DWP
269
Destiny Wealth Partners
Florida
– -$4.36M -184,157 Closed
GB
270
Gunma Bank
Japan
– -$3.55M -150,000 Closed
BAAM
271
Baker Avenue Asset Management
California
– -$2.44M -103,076 Closed
LSAG
272
Lake Street Advisors Group
New Hampshire
– -$1.14M -48,305 Closed
EAMA
273
EFG Asset Management (Americas)
Florida
– -$837K -35,335 Closed
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
– -$509K -21,477 Closed
4WM
275
49 Wealth Management
Texas
– -$490K -20,958 Closed
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