REET icon

iShares Global REIT ETF
REET

Overview Fund Activity

266 hedge funds and large institutions have $1.7B invested in iShares Global REIT ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
–
Holders Change %
0%
% of All Funds
3.87%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.15%
New
33
Increased
88
Reduced
104
Closed
28
Calls
$72K
Puts
$2K
Net Calls
+$70K
Net Calls Change
+$169K

Top Buyers

1
SAG
1
SageView Advisory Group
California
$53.2M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$53.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$107M
4
VA
4
Valmark Advisers
Ohio
$128M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$13.9M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$97.5M
2
OCM
2
One Capital Management
California
$15.8M
3
KFAA
3
Klaas Financial Asset Advisors
Illinois
$851K
4
VIP
4
Viewpoint Investment Partners
Alberta, Canada
$0
5
LPL Financial
5
LPL Financial
California
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
76
Sunpointe
Missouri
$2.18M +$2.18M +93,806 New
Macquarie Group
77
Macquarie Group
Australia
$2.06M – – –
NRWA
78
North Ridge Wealth Advisors
Oregon
$2.04M -$110K -4,751 -5%
SMFG
79
Sumitomo Mitsui Financial Group
Japan
$2.01M +$339K +14,587 +20%
COPPSERS
80
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.99M -$1.83M -78,855 -48%
NRI
81
NFP Retirement Inc
California
$1.94M +$64.5K +2,776 +3%
CFO
82
Collective Family Office
Pennsylvania
$1.9M +$12.7K +547 +0.7%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$1.89M +$263K +11,311 +16%
JWA
84
JFS Wealth Advisors
Pennsylvania
$1.88M +$7.21K +310 +0.4%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$1.83M +$1.83M +78,670 New
EA
86
Emerald Advisors
Washington
$1.8M +$343K +14,772 +24%
FWP
87
FAS Wealth Partners
Kansas
$1.78M -$21.5K -926 -1%
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$1.66M -$396K -17,022 -19%
D
89
Diversified
Delaware
$1.61M +$1.61M +69,127 New
RJFSA
90
Raymond James Financial Services Advisors
Florida
$1.58M -$1.14M -49,103 -42%
EWA
91
Exencial Wealth Advisors
Oklahoma
$1.51M -$51.2K -2,200 -3%
MFC
92
Morris Financial Concepts
South Carolina
$1.35M +$74.2K +3,192 +6%
Mitsubishi UFJ Asset Management
93
Mitsubishi UFJ Asset Management
Japan
$1.33M – – –
AL
94
Aspiriant LLC
California
$1.33M -$98.6K -4,239 -7%
WA
95
Wealth Alliance
New York
$1.32M +$21.2K +911 +2%
FWMM
96
Foundation Wealth Management (Missouri)
Missouri
$1.3M +$3.21K +138 +0.2%
FCBT
97
First Citizens Bank & Trust
North Carolina
$1.26M -$150K -6,465 -11%
MGW
98
MB Generational Wealth
Washington
$1.23M +$950K +40,844 +333%
Envestnet Portfolio Solutions
99
Envestnet Portfolio Solutions
Illinois
$1.23M -$100K -4,301 -8%
LFA
100
Level Financial Advisors
New York
$1.2M -$40.7K -1,750 -3%
2 3
4
5 6