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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 %
VIP
51
Viewpoint Investment Partners
Alberta, Canada
$6.92M 286,000 -13,600 -5%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$6.46M 267,078 -243,691 -48%
WA
53
Waterford Advisors
New York
$5.8M 239,987 +10,860 +5%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$5.07M 209,738 -12,245 -6%
GLA
55
Great Lakes Advisors
Illinois
$5.07M 209,524 +41,130 +24%
DWP
56
Destiny Wealth Partners
Florida
$4.95M 208,360 +17,261 +9%
CAN
57
Cetera Advisor Networks
California
$4.94M 204,202 -247,725 -55%
KA
58
Kooman & Associates
Pennsylvania
$4.84M 200,314 +7,779 +4%
AIM
59
Alhambra Investment Management
Florida
$4.81M 198,862 +2,300 +1%
CF
60
Corrigan Financial
Rhode Island
$4.72M 195,035 +4,468 +2%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$4.63M 190,557 -85 -0%
WANY
62
Wealthspire Advisors (New York)
New York
$4.63M 191,584 +2,154 +1%
NGA
63
Naples Global Advisors
Florida
$4.63M 191,411 +19,122 +11%
SCM
64
SOL Capital Management
Maryland
$4.22M 174,385 +91,905 +111%
UBS Group
65
UBS Group
Switzerland
$4.14M 171,271 +63,801 +59%
RFG
66
RFP Financial Group
Georgia
$3.89M 160,767 -19,775 -11%
Ameriprise
67
Ameriprise
Minnesota
$3.88M 160,494 -182,585 -53%
CPP
68
Capasso Planning Partners
South Carolina
$3.83M 158,386 +6,636 +4%
GBI
69
GP Brinson Investments
Illinois
$3.79M 156,793 – –
RCI
70
RS Crum Inc
California
$3.65M 151,150 -29,420 -16%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$3.64M 150,533 +131,806 +704%
GB
72
Gunma Bank
Japan
$3.63M 150,000 -210,000 -58%
AWM
73
AE Wealth Management
Kansas
$3.47M 148,660 -15,575 -9%
MD
74
Money Design
Japan
$3.37M 139,163 -3,351 -2%
AGA
75
Arkos Global Advisors
Texas
$2.98M 123,422 +3,730 +3%
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