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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 %
CPP
76
Capasso Planning Partners
South Carolina
$2.39M -$521K -21,729 -18%
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$2.39M +$2.39M +99,600 New
JWA
78
JFS Wealth Advisors
Pennsylvania
$2.35M +$56.2K +2,346 +2%
AFO
79
Aurelius Family Office
New Hampshire
$2.21M +$2.21M +92,024 New
Raymond James Financial
80
Raymond James Financial
Florida
$2.15M +$2.15M +89,902 New
SMFG
81
Sumitomo Mitsui Financial Group
Japan
$2.14M -$108K -4,511 -5%
CFO
82
Collective Family Office
Pennsylvania
$2.05M +$54.4K +2,270 +3%
EA
83
Emerald Advisors
Washington
$1.91M -$25.2K -1,053 -1%
UBS Group
84
UBS Group
Switzerland
$1.89M +$85.2K +3,554 +5%
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$1.86M +$941K +39,275 +102%
FWP
86
FAS Wealth Partners
Kansas
$1.82M +$21.2K +885 +1%
EWA
87
Exencial Wealth Advisors
Oklahoma
$1.81M +$264K +11,031 +17%
NRI
88
NFP Retirement Inc
California
$1.72M -$12.3K -514 -0.7%
WA
89
Waverly Advisors
Alabama
$1.7M +$1.7M +70,833 New
Macquarie Group
90
Macquarie Group
Australia
$1.69M -$191K -7,981 -10%
CFG
91
Cornerstone Financial Group
Nebraska
$1.49M +$1.49M +62,100 New
CA
92
Crossingbridge Advisors
New York
$1.44M +$1.44M +60,000 New
AA
93
AlphaCentric Advisors
Puerto Rico
$1.44M +$1.44M +60,000 New
FNA
94
First National Advisers
Nebraska
$1.39M +$355K +14,800 +34%
Mitsubishi UFJ Asset Management
95
Mitsubishi UFJ Asset Management
Japan
$1.39M +$13.4K +555 +1%
QC
96
Quadrature Capital
United Kingdom
$1.36M +$1.36M +56,764 New
OFG
97
Oxford Financial Group
Indiana
$1.33M -$59.6M -2,487,646 -98%
CA
98
Clune & Associates
Illinois
$1.28M +$1.28M +53,274 New
MGW
99
MB Generational Wealth
Washington
$1.27M – – –
AWM
100
Aegis Wealth Management
Maryland
$1.26M +$1.26M +52,697 New
2 3
4
5 6