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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 %
AWA
76
Arete Wealth Advisors
Illinois
$2.66M +$49.6K +2,094 +2%
IG
77
ING Group
Netherlands
$2.64M – – –
FG
78
Foster Group
Iowa
$2.47M +$2.47M +104,252 New
BAAM
79
Baker Avenue Asset Management
California
$2.44M +$93.3K +3,939 +4%
CFO
80
Callan Family Office
Pennsylvania
$2.42M +$479K +20,235 +25%
NRWA
81
North Ridge Wealth Advisors
Oregon
$2.19M +$13.9K +587 +0.6%
Macquarie Group
82
Macquarie Group
Australia
$2.1M +$1.04M +43,709 +97%
D.E. Shaw & Co
83
D.E. Shaw & Co
New York
$2.1M +$2.1M +88,556 New
CFO
84
Collective Family Office
Pennsylvania
$1.92M -$128K -5,386 -6%
JWA
85
JFS Wealth Advisors
Pennsylvania
$1.91M -$63.9K -2,700 -3%
NRI
86
NFP Retirement Inc
California
$1.91M +$443K +18,716 +30%
FWP
87
FAS Wealth Partners
Kansas
$1.84M -$763K -32,220 -29%
Citadel Advisors
88
Citadel Advisors
Florida
$1.78M +$1.54M +64,837 +617%
SMFG
89
Sumitomo Mitsui Financial Group
Japan
$1.7M -$31.4K -1,327 -2%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$1.66M +$261K +11,019 +19%
EWA
91
Exencial Wealth Advisors
Oklahoma
$1.58M -$31.9K -1,347 -2%
EA
92
Emerald Advisors
Washington
$1.49M +$379K +16,026 +34%
Osaic Holdings
93
Osaic Holdings
Arizona
$1.47M -$79.7K -3,367 -5%
AL
94
Aspiriant LLC
California
$1.45M -$329K -13,913 -19%
TW
95
Traveka Wealth
California
$1.44M +$130K +5,492 +10%
FCBT
96
First Citizens Bank & Trust
North Carolina
$1.43M +$1.43M +60,543 New
PGFC
97
Peapack-Gladstone Financial Corp
New Jersey
$1.39M +$30.1K +1,272 +2%
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
$1.36M +$1.36M +57,269 New
Mitsubishi UFJ Asset Management
99
Mitsubishi UFJ Asset Management
Japan
$1.35M -$808K -34,105 -37%
LFG
100
Larson Financial Group
Missouri
$1.35M -$13.3M -560,209 -91%
2 3
4
5 6