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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.

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 Market Value Shares Shares
Change 		Shares
Change %
TFM
276
TFC Financial Management
Massachusetts
– – -23,688 Closed
FTUS
277
Flow Traders U.S.
New York
– – -23,392 Closed
BMCM
278
Bryn Mawr Capital Management
Pennsylvania
– – -19,703 Closed
Mackenzie Financial
279
Mackenzie Financial
Ontario, Canada
– – -12,224 Closed
FAM
280
Formidable Asset Management
Ohio
– – -10,881 Closed
FAIM
281
Financial Advocates Investment Management
Washington
– – -10,871 Closed
Prudential Financial
282
Prudential Financial
New Jersey
– – -10,411 Closed
KOC
283
Koss-Olinger Consulting
Florida
– – -9,710 Closed
WWP
284
WR Wealth Planners
Missouri
– – -4,915 Closed
CT
285
Clearstead Trust
Maine
– – -835 Closed
RIA
286
Realta Investment Advisors
Delaware
– – -829 Closed
CT
287
Cambridge Trust
Massachusetts
– – -759 Closed
AIM
288
Anchor Investment Management
South Carolina
– – -600 Closed
CG
289
Cutler Group
California
– – -400 Closed
CAS
290
Coppell Advisory Solutions
Texas
– – -399 Closed
AWA
291
Authentikos Wealth Advisory
California
– – -161 Closed
SIS
292
Sound Income Strategies
Florida
– – -157 Closed
OHWP
293
Oak Harbor Wealth Partners
North Carolina
– – -143 Closed
CFD
294
Creative Financial Designs
Indiana
– – -142 Closed
First Manhattan
295
First Manhattan
New York
– – – –
CFGS
296
Concourse Financial Group Securities
Alabama
– – – –
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