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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
1
SageView Advisory Group
California
$53.2M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$53.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$107M
4
VA
4
Valmark Advisers
Ohio
$128M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$13.9M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$97.5M
2
OCM
2
One Capital Management
California
$15.8M
3
KFAA
3
Klaas Financial Asset Advisors
Illinois
$851K
4
VIP
4
Viewpoint Investment Partners
Alberta, Canada
$0
5
LPL Financial
5
LPL Financial
California
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
276
Comprehensive Wealth Management
Washington
– -$446K -18,823 Closed
KWM
277
Kingsview Wealth Management
Oregon
– -$370K -15,636 Closed
Cerity Partners
278
Cerity Partners
New York
– -$356K -15,025 Closed
FAIM
279
Financial Advocates Investment Management
Washington
– -$287K -12,105 Closed
MA
280
Mutual Advisors
Nebraska
– -$256K -10,790 Closed
BRWA
281
B. Riley Wealth Advisors
Florida
– -$230K -10,706 Closed
Janney Montgomery Scott
282
Janney Montgomery Scott
Pennsylvania
– -$232K -9,817 Closed
CPCM
283
Cardinal Point Capital Management
Ontario, Canada
– -$226K -9,525 Closed
CBFP
284
Cedar Brook Financial Partners
Ohio
– -$222K -9,356 Closed
BP
285
Ballentine Partners
Massachusetts
– -$218K -9,210 Closed
DWT
286
Dorsey & Whitney Trust
South Dakota
– -$217K -9,155 Closed
Brown Advisory
287
Brown Advisory
Maryland
– -$208K -8,766 Closed
FHA
288
First Horizon Advisors
Tennessee
– -$47.4K -2,000 Closed
SSB
289
Sandy Spring Bank
Maryland
– -$9.24K -390 Closed
AWM
290
Avior Wealth Management
Nebraska
– -$7.41K -313 Closed
CTWM
291
Cherry Tree Wealth Management
Minnesota
– -$3.46K -146 Closed
TRCT
292
Tower Research Capital (TRC)
New York
– -$1.28K -54 Closed
TCM
293
Tradewinds Capital Management
Washington
– -$877 -37 Closed
CAM
294
Creekmur Asset Management
Illinois
– -$21 -1 Closed
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