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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 %
KFAA
26
Klaas Financial Asset Advisors
Illinois
$16.1M 664,000 +22,207 +3%
AC
27
Adroit Compliance
$16.1M 664,000 +664,000 New
SW
28
SVB Wealth
Massachusetts
$15.5M 642,795 -60,275 -9%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.3M 632,823 -12,549 -2%
LFG
30
Larson Financial Group
Missouri
$14.9M 617,187 +6,154 +1%
DPI
31
Diversified Portfolios Inc
Michigan
$14.9M 614,650 +16,372 +3%
SMDAM
32
Sumitomo Mitsui DS Asset Management
Japan
$13.7M 564,588 -10,772 -2%
WPW
33
Waldron Private Wealth
Pennsylvania
$13.1M 543,219 -14,502 -3%
QC
34
Quent Capital
New York
$11.8M 488,434 +226,377 +86%
WA
35
Wilshire Advisors
California
$11.8M 487,030 +17,576 +4%
Asset Management One
36
Asset Management One
Japan
$11.4M 470,000 +81,000 +21%
BOPW
37
Brandywine Oak Private Wealth
Pennsylvania
$10.5M 432,850 -20,714 -5%
BSWM
38
Boston Standard Wealth Management
Massachusetts
$10.4M 491,203 – –
Jane Street
39
Jane Street
New York
$10.3M 427,002 -713,410 -63%
Corient Private Wealth
40
Corient Private Wealth
Florida
$10.3M 424,310 +253,597 +149%
CHA
41
Cooper/Haims Advisors
New York
$9.58M 396,345 -43,976 -10%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$9.57M 395,682 +10,831 +3%
BW
43
BIP Wealth
Georgia
$8.96M 370,702 -48,755 -12%
MBFW
44
Morton Brown Family Wealth
Pennsylvania
$8.05M 333,101 +7,828 +2%
Creative Planning
45
Creative Planning
Kansas
$8.03M 332,261 -8,040 -2%
EFL
46
ERn Financial LLC
Wisconsin
$7.93M 342,053 +89,997 +36%
S
47
SimplyRich
California
$7.82M 323,488 +323,488 New
Cerity Partners
48
Cerity Partners
New York
$7.11M 294,066 -46,531 -14%
B
49
Bailard
California
$7.09M 293,077 +9,600 +3%
LEFP
50
Leading Edge Financial Planning
Tennessee
$6.92M 286,263 +96,856 +51%
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