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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 %
MFG
101
MidWestOne Financial Group
Iowa
$1.25M +$177K +7,364 +16%
CCM
102
Cullen Capital Management
New York
$1.23M +$1.23M +51,410 New
LFA
103
Level Financial Advisors
New York
$1.22M -$22K -917 -2%
FG
104
Foster Group
Iowa
$1.22M -$1.03M -42,959 -46%
MFC
105
Morris Financial Concepts
South Carolina
$1.2M -$131K -5,472 -10%
FWMM
106
Foundation Wealth Management (Missouri)
Missouri
$1.18M -$79.6K -3,322 -6%
FPAS
107
Focus Partners Advisor Solutions
Missouri
$1.17M +$674K +28,125 +135%
FT
108
Fiduciary Trust
Massachusetts
$1.15M -$502K -20,960 -30%
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$1.14M +$92.6K +3,864 +9%
Franklin Resources
110
Franklin Resources
California
$1.09M – – –
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$1.08M +$113K +4,746 +12%
LFG
112
Larson Financial Group
Missouri
$1.06M -$81.8K -3,413 -7%
NRWA
113
North Ridge Wealth Advisors
Oregon
$1.02M -$711K -29,669 -41%
TFA
114
TPG Financial Advisors
Oregon
$969K -$18.7K -782 -2%
SWM
115
Sterling Wealth Management
Illinois
$953K -$47.7K -1,992 -5%
CPA
116
Capital Performance Advisors
California
$952K +$10.1K +421 +1%
WWP
117
Waypoint Wealth Partners
California
$936K +$24 +1 +0%
AL
118
Aspiriant LLC
California
$923K -$309K -12,889 -25%
NA
119
NewEdge Advisors
Louisiana
$914K +$914K +38,128 New
MTC
120
Matrix Trust Company
Colorado
$912K +$794K +33,107 +673%
GA
121
Greenspring Advisors
Maryland
$907K -$199K -8,315 -18%
TWC
122
TD Waterhouse Canada
Ontario, Canada
$886K -$2.08K -87 -0.2%
Ameriprise
123
Ameriprise
Minnesota
$880K +$29.9K +1,246 +4%
AIA
124
Accelerate Investment Advisors
California
$854K +$30.6K +1,278 +4%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$848K +$147K +6,129 +21%
3 4
5
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