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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 %
FWMM
101
Foundation Wealth Management (Missouri)
Missouri
$1.32M -$26.1K -1,103 -2%
WA
102
Wealth Alliance
New York
$1.32M +$1.01M +42,532 +319%
MFC
103
Morris Financial Concepts
South Carolina
$1.3M -$28.2K -1,189 -2%
LFA
104
Level Financial Advisors
New York
$1.27M -$43.2K -1,825 -3%
HW
105
Hancock Whitney
Mississippi
$1.15M -$1.63M -69,022 -59%
LSAG
106
Lake Street Advisors Group
New Hampshire
$1.14M – – –
TB
107
Treynor Bancshares
Iowa
$1.11M -$7.01K -296 -0.6%
Mariner
108
Mariner
Kansas
$1.09M +$763K +32,237 +235%
Franklin Resources
109
Franklin Resources
California
$1.08M -$246K -10,403 -19%
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$1.05M +$499K +21,089 +91%
RG
111
Rathbones Group
United Kingdom
$1.05M +$68.2K +2,881 +7%
MFG
112
MidWestOne Financial Group
Iowa
$1.03M +$223K +9,397 +28%
GA
113
Greenspring Advisors
Maryland
$1.02M -$197K -8,315 -16%
MGW
114
MB Generational Wealth
Washington
$1.02M -$2.58M -30,908 -72%
CPA
115
Capital Performance Advisors
California
$1.02M +$51.7K +2,185 +5%
TWC
116
TD Waterhouse Canada
Ontario, Canada
$985K -$83.5K -3,223 -8%
SWM
117
Sterling Wealth Management
Illinois
$977K -$19.6K -828 -2%
PWMG
118
Private Wealth Management Group
New Jersey
$943K -$449K -18,954 -32%
WWP
119
Waypoint Wealth Partners
California
$925K – – –
Pathstone Holdings
120
Pathstone Holdings
New Jersey
$858K -$269K -11,354 -24%
MML Investors Services
121
MML Investors Services
Massachusetts
$839K -$155K -6,533 -16%
EAMA
122
EFG Asset Management (Americas)
Florida
$837K -$85K -3,588 -9%
Comerica Bank
123
Comerica Bank
Texas
$808K +$221K +9,329 +38%
Jane Street
124
Jane Street
New York
$805K -$9.31M -392,994 -92%
AWM
125
AE Wealth Management
Kansas
$797K -$2.72M -115,001 -77%
3 4
5
6 7