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iShares Global REIT ETF
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Overview Fund Activity

271 hedge funds and large institutions have $1.96B invested in iShares Global REIT ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+5
Holders Change %
+1.88%
% of All Funds
3.92%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
34
Increased
84
Reduced
106
Closed
27
Calls
$723K
Puts
$360K
Net Calls
+$363K
Net Calls Change
+$293K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$19M
2
NWM
Nicola Wealth Management
British Columbia, Canada
$22.5M
3
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
$25.8M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$13.8M
5
FWA
FSM Wealth Advisors
Ohio
$6.55M

Top Sellers

1
SAG
SageView Advisory Group
California
$51.2M
2
SW
SVB Wealth
Massachusetts
$0
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$8.43M
4
M&T Bank
M&T Bank
New York
$106M
5
IG
ING Group
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
126
Pathstone Holdings
New Jersey
$863K -$34.3K -1,285 -4%
RJA
127
Raymond James & Associates
Florida
$807K +$747 +28 +0.1%
MML Investors Services
128
MML Investors Services
Massachusetts
$794K -$119K -4,443 -13%
BCI
129
Brinker Capital Investments
Pennsylvania
$792K -$12.8K -481 -2%
OPS
130
Orion Portfolio Solutions
Nebraska
$792K -$12.8K -481 -2%
KFAA
131
Klaas Financial Asset Advisors
Illinois
$788K -$189K -7,080 -19%
1WA
132
180 Wealth Advisors
Washington
$782K +$2.96K +111 +0.4%
Jones Financial Companies
133
Jones Financial Companies
Missouri
$779K +$132K +4,953 +20%
EWA
134
EverSource Wealth Advisors
Alabama
$737K +$27 +1 +0%
FCBT
135
First Citizens Bank & Trust
North Carolina
$724K -$719K -26,936 -50%
PWMG
136
Private Wealth Management Group
New Jersey
$724K -$126K -4,724 -15%
GFP
137
Gryphon Financial Partners
Ohio
$715K -$4.96K -186 -0.7%
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$706K -$707K -26,502 -50%
WIM
139
WealthPlan Investment Management
Nebraska
$695K +$695K +26,051 New
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$652K -$1.45M -54,241 -69%
TPWM
141
Twelve Points Wealth Management
Massachusetts
$605K -$23.3K -873 -4%
US Bancorp
142
US Bancorp
Minnesota
$605K -$173K -6,491 -22%
CPIG
143
Chicago Partners Investment Group
Illinois
$599K +$4.58K +175 +0.8%
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$591K +$62.8K +2,356 +12%
CI Investments Inc
145
CI Investments Inc
Ontario, Canada
$589K – – –
SS
146
Sunbelt Securities
Texas
$585K +$585K +21,910 New
AA
147
Aire Advisors
California
$573K -$23.7K -888 -4%
MAM
148
McLean Asset Management
Virginia
$569K – – –
FPAS
149
Focus Partners Advisor Solutions
Missouri
$555K +$555K +20,799 New
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$542K +$18.3K +685 +3%
4 5
6
7 8