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iShares Global REIT ETF
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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 %
S
51
SimplyRich
California
$6.19M -$550K -22,941 -8%
Creative Planning
52
Creative Planning
Kansas
$6.18M -$240K -10,003 -4%
NGA
53
Naples Global Advisors
Florida
$5.99M +$331K +13,799 +6%
BF
54
Brooklyn FI
New York
$5.68M +$266K +11,081 +5%
KA
55
Kooman & Associates
Pennsylvania
$5.63M +$236K +9,841 +4%
WANY
56
Wealthspire Advisors (New York)
New York
$4.72M +$182K +7,576 +4%
CF
57
Corrigan Financial
Rhode Island
$4.59M +$7.41K +309 +0.2%
CIC
58
Cutler Investment Counsel
Oregon
$4.47M +$1.68M +69,909 +60%
GBI
59
GP Brinson Investments
Illinois
$4.47M – – –
GLA
60
Great Lakes Advisors
Illinois
$4.31M -$77.2K -3,222 -2%
SW
61
SVB Wealth
Massachusetts
$4.26M +$4.26M +177,519 New
AIM
62
Alhambra Investment Management
Florida
$4.05M +$405K +16,903 +11%
RFG
63
RFP Financial Group
Georgia
$3.83M +$5.13K +214 +0.1%
SCM
64
SOL Capital Management
Maryland
$3.57M -$29.8K -1,245 -0.8%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$3.43M -$234K -9,767 -6%
COPPSERS
66
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.29M -$1.31M -54,580 -28%
RCI
67
RS Crum Inc
California
$3.16M -$37.8K -1,575 -1%
AGA
68
Arkos Global Advisors
Texas
$3.09M +$74.7K +3,117 +2%
SHFA
69
SC&H Financial Advisors
Maryland
$3.09M +$40K +1,669 +1%
MWM
70
Merriman Wealth Management
Washington
$3.09M – – –
AWA
71
Arete Wealth Advisors
Illinois
$3.02M +$1.04M +43,175 +52%
FFG
72
Fiduciary Financial Group
California
$2.98M +$177K +7,612 +6%
CFO
73
Callan Family Office
Pennsylvania
$2.85M +$326K +13,604 +13%
AC
74
Apella Capital
Connecticut
$2.63M +$2.63M +109,857 New
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$2.47M +$926K +38,644 +60%
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