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iShares Global REIT ETF
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Overview Fund Activity

273 hedge funds and large institutions have $1.91B invested in iShares Global REIT ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+27
Holders Change %
+10.98%
% of All Funds
4%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
50
Increased
96
Reduced
95
Closed
20
Calls
$147K
Puts
$111K
Net Calls
+$36K
Net Calls Change
+$318K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$207M
2
OFG
Oxford Financial Group
Indiana
$61.9M
3
HIG
Heritage Investment Group
Florida
$33.5M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$26.7M
5
SAG
SageView Advisory Group
California
$55.4M

Top Sellers

1
BlackRock
BlackRock
New York
$141M
2
Jane Street
Jane Street
New York
$10.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.1M
4
CFA
Capstone Financial Advisors
Illinois
$22.1M
5
CAN
Cetera Advisor Networks
California
$4.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
126
Brinker Capital Investments
Pennsylvania
$937K -$336K -13,958 -26%
OPS
127
Orion Portfolio Solutions
Nebraska
$937K -$336K -13,958 -26%
MFG
128
MidWestOne Financial Group
Iowa
$820K +$148K +6,139 +22%
FPF
129
First Pacific Financial
Washington
$808K +$18.2K +752 +2%
RJA
130
Raymond James & Associates
Florida
$805K -$112K -4,643 -12%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$781K +$208K +8,621 +36%
FNBOO
132
First National Bank of Omaha
Nebraska
$780K +$780K +32,272 New
BPA
133
Beacon Pointe Advisors
California
$757K -$3.02K -125 -0.4%
CC
134
Courier Capital
New York
$756K -$484K -20,027 -39%
US Bancorp
135
US Bancorp
Minnesota
$741K +$276K +11,412 +59%
CAL
136
Capital Analysts LLC
Pennsylvania
$703K +$236K +9,772 +51%
1WA
137
180 Wealth Advisors
Washington
$690K +$87.4K +3,594 +15%
BSW
138
Buckingham Strategic Wealth
Missouri
$670K -$224K -9,271 -25%
HG
139
Harbor Group
New Hampshire
$669K +$669K +27,663 New
EWA
140
EverSource Wealth Advisors
Alabama
$657K -$292K -12,094 -31%
FNA
141
First National Advisers
Nebraska
$624K +$624K +25,800 New
WP
142
WealthPLAN Partners
Nebraska
$622K -$20.2K -834 -3%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$614K +$42.4K +1,752 +7%
GFP
144
Gryphon Financial Partners
Ohio
$610K +$9.04K +374 +2%
Comerica Bank
145
Comerica Bank
Texas
$599K -$186K -7,708 -24%
IWC
146
Integrated Wealth Concepts
Massachusetts
$591K +$2.78K +115 +0.5%
AA
147
Aire Advisors
California
$571K -$521K -21,534 -48%
TPWM
148
Twelve Points Wealth Management
Massachusetts
$563K +$10K +414 +2%
JPMorgan Chase & Co
149
JPMorgan Chase & Co
New York
$561K +$484K +19,997 +621%
CI Investments Inc
150
CI Investments Inc
Ontario, Canada
$554K – – –
4 5
6
7 8