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

Top Sellers

1
M&T Bank
M&T Bank
New York
$97.5M
2
OCM
One Capital Management
California
$15.8M
3
KFAA
Klaas Financial Asset Advisors
Illinois
$851K
4
VIP
Viewpoint Investment Partners
Alberta, Canada
$0
5
LPL Financial
LPL Financial
California
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$751K +$563K +24,128 +299%
PWMG
127
Private Wealth Management Group
New Jersey
$740K -$186K -7,983 -20%
IAS
128
Insigneo Advisory Services
Florida
$709K +$709K +29,404 New
1WA
129
180 Wealth Advisors
Washington
$703K +$2.53K +105 +0.4%
RJA
130
Raymond James & Associates
Florida
$703K -$25.7K -1,105 -4%
BCI
131
Brinker Capital Investments
Pennsylvania
$701K +$5.39K +232 +0.8%
OPS
132
Orion Portfolio Solutions
Nebraska
$701K +$5.39K +232 +0.8%
EWA
133
EverSource Wealth Advisors
Alabama
$683K +$74 +3 +0%
US Bancorp
134
US Bancorp
Minnesota
$678K – – –
HG
135
Harbor Group
New Hampshire
$638K -$51.6K -2,221 -7%
GFP
136
Gryphon Financial Partners
Ohio
$627K +$8.37K +360 +1%
WP
137
WealthPLAN Partners
Nebraska
$620K +$22.2K +955 +4%
AAS
138
Ameritas Advisory Services
Nebraska
$616K -$88.7K -3,817 -13%
BPA
139
Beacon Pointe Advisors
California
$605K -$32.9K -1,413 -5%
Jones Financial Companies
140
Jones Financial Companies
Missouri
$565K -$1.56K -67 -0.3%
CPIG
141
Chicago Partners Investment Group
Illinois
$559K -$715 -29 -0.1%
TPWM
142
Twelve Points Wealth Management
Massachusetts
$548K +$29.5K +1,270 +6%
Renaissance Technologies
143
Renaissance Technologies
New York
$524K +$314K +13,519 +150%
AA
144
Aire Advisors
California
$520K -$53K -2,279 -9%
CI Investments Inc
145
CI Investments Inc
Ontario, Canada
$513K -$19.7K -848 -4%
CC
146
Courier Capital
New York
$513K -$187K -8,054 -27%
MAM
147
McLean Asset Management
Virginia
$512K +$19.4K +825 +4%
MWM
148
Mission Wealth Management
California
$463K -$41.9K -1,801 -8%
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$460K -$17.7K -763 -4%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$456K +$53.2K +2,288 +13%
4 5
6
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