REET icon

iShares Global REIT ETF
REET

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
Northwestern Mutual Wealth Management
Wisconsin
$99M
2
NL
NEPC LLC
Massachusetts
$27.2M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$18.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$7.94M
5
VA
Valmark Advisers
Ohio
$122M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$89.4M
2
SAG
SageView Advisory Group
California
$0
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$0
4
PCIG
Partners Capital Investment Group
Massachusetts
$39.4M
5
LFG
Larson Financial Group
Missouri
$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
276
Advisory Alpha
Michigan
– -$513K -21,207 Closed
UCFA
277
United Capital Financial Advisors
Texas
– -$395K -16,348 Closed
MFG
278
Merit Financial Group
Georgia
– -$368K -15,214 Closed
HF
279
HRT Financial
New York
– -$322K -13,346 Closed
BWM
280
Bulltick Wealth Management
Florida
– -$314K -13,000 Closed
SAI
281
Savvy Advisors Inc
New York
– -$279K -11,539 Closed
DWA
282
Delap Wealth Advisory
Oregon
– -$269K -11,112 Closed
Empower Advisory Group
283
Empower Advisory Group
Colorado
– -$260K -10,732 Closed
MBI
284
Montrusco Bolton Investments
Quebec, Canada
– -$245K -10,134 Closed
Betterment LLC
285
Betterment LLC
New York
– -$232K -9,600 Closed
SFFS
286
Stonehage Fleming Financial Services
Jersey
– -$215K -8,875 Closed
EFN
287
Equita Financial Network
Pennsylvania
– -$214K -8,837 Closed
SIC
288
Sterling Investment Counsel
New York
– -$206K -8,533 Closed
ASN
289
Advisory Services Network
Georgia
– -$143K -5,895 Closed
OP
290
ORG Partners
Indiana
– -$122K -5,050 Closed
FCAS
291
First Command Advisory Services
Texas
– -$6.55K -581 Closed
MWM
292
Mascoma Wealth Management
New Hampshire
– -$7.59K -314 Closed
AA
293
Ancora Advisors
Ohio
– -$2.35K -97 Closed
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
– -$1.5K -62 Closed
AWM
295
Able Wealth Management
New Jersey
– -$478 -20 Closed
1832 Asset Management
296
1832 Asset Management
Ontario, Canada
– -$193 -8 Closed
HNB
297
Huntington National Bank
Ohio
– -$5.63K – –
8 9 10 11
12