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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 %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$15.2M -$1.67M -72,012 -10%
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.1M -$253K -10,872 -2%
BOPW
28
Brandywine Oak Private Wealth
Pennsylvania
$14.6M +$4.27M +183,498 +41%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$13.9M +$6.12M +263,354 +79%
SMDAM
30
Sumitomo Mitsui DS Asset Management
Japan
$13.1M – – –
BSWM
31
Boston Standard Wealth Management
Massachusetts
$12.8M +$399K +17,166 +3%
WPW
32
Waldron Private Wealth
Pennsylvania
$12.1M -$355K -15,261 -3%
QC
33
Quent Capital
New York
$11.6M +$41.5K +1,783 +0.4%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$11.6M +$214K +9,199 +2%
WA
35
Wilshire Advisors
California
$11.4M +$193K +8,285 +2%
CHA
36
Cooper/Haims Advisors
New York
$10.7M +$482K +20,735 +5%
Corient Private Wealth
37
Corient Private Wealth
Florida
$10.3M +$408K +17,563 +4%
EFL
38
ERn Financial LLC
Wisconsin
$10.1M +$838K +36,063 +9%
NWM
39
Nicola Wealth Management
British Columbia, Canada
$9.78M +$5.85M +184,000 +149%
Asset Management One
40
Asset Management One
Japan
$9.44M -$2.44M -105,000 -21%
MBFW
41
Morton Brown Family Wealth
Pennsylvania
$8.66M +$102K +4,176 +1%
LEFP
42
Leading Edge Financial Planning
Tennessee
$7.99M -$250K -10,735 -3%
BW
43
BIP Wealth
Georgia
$7.95M -$633K -27,246 -7%
SW
44
SVB Wealth
Massachusetts
$7.73M -$3.94M -169,618 -34%
B
45
Bailard
California
$7.01M +$37.8K +1,624 +0.5%
S
46
SimplyRich
California
$6.98M -$249K -10,708 -3%
Creative Planning
47
Creative Planning
Kansas
$6.65M -$237K -10,173 -3%
WA
48
Waterford Advisors
New York
$6.03M +$148K +6,376 +3%
MD
49
Money Design
Japan
$5.35M +$463K +19,917 +9%
NGA
50
Naples Global Advisors
Florida
$5.13M +$456K +19,633 +10%
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