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iShares Global REIT ETF
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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
1
Northwestern Mutual Wealth Management
Wisconsin
$99M
2
NL
2
NEPC LLC
Massachusetts
$27.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$18.2M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$7.94M
5
VA
5
Valmark Advisers
Ohio
$122M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$89.4M
2
SAG
2
SageView Advisory Group
California
$0
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$0
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$39.4M
5
LFG
5
Larson Financial Group
Missouri
$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.6M +$663K +28,008 +4%
DPI
27
Diversified Portfolios Inc
Michigan
$15.4M +$886K +37,413 +6%
SMDAM
28
Sumitomo Mitsui DS Asset Management
Japan
$13.4M – – –
BSWM
29
Boston Standard Wealth Management
Massachusetts
$12.6M +$1.01M +42,788 +9%
WPW
30
Waldron Private Wealth
Pennsylvania
$12.6M -$227K -9,577 -2%
Asset Management One
31
Asset Management One
Japan
$12.1M +$971K +41,000 +9%
SW
32
SVB Wealth
Massachusetts
$11.9M -$3.33M -140,670 -22%
QC
33
Quent Capital
New York
$11.8M +$212K +8,956 +2%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$11.6M +$5.24M +221,410 +83%
WA
35
Wilshire Advisors
California
$11.4M -$164K -6,916 -1%
VIP
36
Viewpoint Investment Partners
Alberta, Canada
$10.7M +$3.96M +167,300 +58%
BOPW
37
Brandywine Oak Private Wealth
Pennsylvania
$10.5M +$272K +11,496 +3%
CHA
38
Cooper/Haims Advisors
New York
$10.4M +$1.06M +44,901 +11%
Corient Private Wealth
39
Corient Private Wealth
Florida
$10M -$22K -930 -0.2%
EFL
40
ERn Financial LLC
Wisconsin
$9.42M +$1.32M +55,571 +16%
BW
41
BIP Wealth
Georgia
$8.74M -$39K -1,647 -0.4%
LEFP
42
Leading Edge Financial Planning
Tennessee
$8.4M +$1.62M +68,313 +24%
MBFW
43
Morton Brown Family Wealth
Pennsylvania
$8.26M +$375K +15,856 +5%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$7.94M +$7.34M +310,072 +1,221%
S
45
SimplyRich
California
$7.36M -$298K -12,563 -4%
B
46
Bailard
California
$7.1M +$157K +6,633 +2%
Creative Planning
47
Creative Planning
Kansas
$7.01M -$857K -36,178 -11%
CAN
48
Cetera Advisor Networks
California
$6.94M +$2.1M +88,665 +43%
WA
49
Waterford Advisors
New York
$5.99M +$308K +13,022 +5%
MD
50
Money Design
Japan
$4.98M +$1.68M +71,141 +51%
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