REET icon

iShares Global REIT ETF
REET

Overview Fund Activity

285 hedge funds and large institutions have $1.78B invested in iShares Global REIT ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+14
Holders Change %
+5.17%
% of All Funds
3.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
50
Increased
115
Reduced
83
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$136M
2
M&T Bank
M&T Bank
New York
$107M
3
NWM
Nicola Wealth Management
British Columbia, Canada
$33.7M
4
SAG
SageView Advisory Group
California
$57M
5
LPL Financial
LPL Financial
California
$35.8M

Top Sellers

1
OFG
Oxford Financial Group
Indiana
$1.33M
2
AllianceBernstein
AllianceBernstein
Tennessee
$0
3
VOYA Investment Management
VOYA Investment Management
Georgia
$0
4
BlackRock
BlackRock
New York
$112M
5
PCIG
Partners Capital Investment Group
Massachusetts
$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$15.7M +$433K +18,083 +3%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$14.7M -$3.29M -137,292 -18%
BOPW
28
Brandywine Oak Private Wealth
Pennsylvania
$14.3M +$390K +16,266 +3%
BSWM
29
Boston Standard Wealth Management
Massachusetts
$14.1M +$267K +11,128 +2%
OCM
30
One Capital Management
California
$13.8M -$507K -21,139 -4%
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$13.7M +$1.34M +55,795 +11%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.3M -$724K -30,220 -5%
MD
33
Money Design
Japan
$12.2M +$4.77M +200,058 +64%
WPW
34
Waldron Private Wealth
Pennsylvania
$12M -$113K -4,714 -0.9%
QC
35
Quent Capital
New York
$11.7M +$22.5K +938 +0.2%
CHA
36
Cooper/Haims Advisors
New York
$11.5M +$228K +9,526 +2%
Corient Private Wealth
37
Corient Private Wealth
Florida
$10.5M -$145K -6,043 -1%
BW
38
BIP Wealth
Georgia
$10.1M +$1.21M +50,440 +14%
EFL
39
ERn Financial LLC
Wisconsin
$10.1M -$175K -7,318 -2%
MBFW
40
Morton Brown Family Wealth
Pennsylvania
$9.38M +$466K +19,453 +5%
Amundi
41
Amundi
France
$9.06M +$712K +30,000 +9%
Asset Management One
42
Asset Management One
Japan
$8.2M -$791K -33,000 -9%
PB
43
Prime Buchholz
New Hampshire
$7.65M +$7.65M +319,330 New
LEFP
44
Leading Edge Financial Planning
Tennessee
$7.6M -$308K -12,843 -4%
B
45
Bailard
California
$7.25M -$10.1K -422 -0.1%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$7.17M -$401K -16,742 -5%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$7.1M +$5.29M +220,763 +292%
WIA
48
World Investment Advisors
California
$6.97M +$6.97M +290,747 New
WA
49
Waterford Advisors
New York
$6.84M +$374K +15,602 +6%
FWA
50
FSM Wealth Advisors
Ohio
$6.32M +$421K +17,519 +7%
1
2
3 4 5