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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 %
KA
51
Kooman & Associates
Pennsylvania
$4.9M +$159K +6,707 +3%
NGA
52
Naples Global Advisors
Florida
$4.76M +$230K +9,703 +5%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$4.76M +$2.37M +100,001 +99%
AIM
54
Alhambra Investment Management
Florida
$4.71M -$3.48K -147 -0.1%
WANY
55
Wealthspire Advisors (New York)
New York
$4.59M +$56.3K +2,378 +1%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$4.58M -$391K -16,507 -8%
CF
57
Corrigan Financial
Rhode Island
$4.52M -$103K -4,339 -2%
GLA
58
Great Lakes Advisors
Illinois
$4.46M -$506K -21,360 -10%
GBI
59
GP Brinson Investments
Illinois
$4.41M +$700K +29,546 +19%
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$4.36M -$16.7K -727 -0.4%
DWP
61
Destiny Wealth Partners
Florida
$4.36M -$573K -24,203 -12%
SCM
62
SOL Capital Management
Maryland
$4M -$134K -5,675 -3%
NWM
63
Nicola Wealth Management
British Columbia, Canada
$3.95M +$3.95M +123,300 New
RFG
64
RFP Financial Group
Georgia
$3.93M +$124K +5,247 +3%
UBS Group
65
UBS Group
Switzerland
$3.92M -$133K -5,602 -3%
COPPSERS
66
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.9M +$1.84M +77,500 +89%
GB
67
Gunma Bank
Japan
$3.55M – – –
Ameriprise
68
Ameriprise
Minnesota
$3.47M -$323K -13,650 -9%
BF
69
Brooklyn FI
New York
$3.43M +$787K +33,214 +30%
RCI
70
RS Crum Inc
California
$3.41M -$168K -7,075 -5%
CPP
71
Capasso Planning Partners
South Carolina
$3.35M -$402K -16,960 -11%
AGA
72
Arkos Global Advisors
Texas
$2.88M -$38.5K -1,625 -1%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$2.77M +$325K +13,733 +13%
MWM
74
Merriman Wealth Management
Washington
$2.71M – – –
SHFA
75
SC&H Financial Advisors
Maryland
$2.71M -$14K -593 -0.5%
1 2
3
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