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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
+$35.5M
2
M&T Bank
M&T Bank
New York
+$12.5M
3
NWM
Nicola Wealth Management
British Columbia, Canada
+$12.2M
4
SAG
SageView Advisory Group
California
+$11.1M
5
LPL Financial
LPL Financial
California
+$10.7M

Top Sellers

1
OFG
Oxford Financial Group
Indiana
-$59.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$19M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$13.1M
4
BlackRock
BlackRock
New York
-$13M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$8.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
126
Parkworth Wealth Management
California
$841K +$841K +35,100 New
Osaic Holdings
127
Osaic Holdings
Arizona
$817K -$17.4K -724 -2%
Comerica Bank
128
Comerica Bank
Texas
$813K -$1.34K -56 -0.2%
CMMS
129
Comprehensive Money Management Services
Florida
$799K +$799K +33,354 New
AWM
130
AE Wealth Management
Kansas
$798K +$3.72K +155 +0.5%
MML Investors Services
131
MML Investors Services
Massachusetts
$787K +$73.2K +3,051 +10%
Qube Research & Technologies (QRT)
132
Qube Research & Technologies (QRT)
United Kingdom
$776K +$776K +32,376 New
Pathstone Holdings
133
Pathstone Holdings
New Jersey
$775K -$863 -36 -0.1%
SP
134
Symmetry Partners
Connecticut
$731K +$731K +30,505 New
IAS
135
Insigneo Advisory Services
Florida
$725K -$83.9K -3,500 -10%
BCI
136
Brinker Capital Investments
Pennsylvania
$721K +$9.16K +382 +1%
OPS
137
Orion Portfolio Solutions
Nebraska
$721K +$9.16K +382 +1%
1WA
138
180 Wealth Advisors
Washington
$714K +$11.1K +461 +2%
CAM
139
Cresset Asset Management
Illinois
$696K -$290K -12,088 -29%
EWA
140
EverSource Wealth Advisors
Alabama
$662K -$312 -13 -0%
HG
141
Harbor Group
New Hampshire
$646K -$483K -20,141 -43%
NL
142
NWAM LLC
Washington
$643K +$643K +26,839 New
LAMC
143
Longview Asset Management (California)
California
$637K +$637K +26,580 New
Mirae Asset Global Investments
144
Mirae Asset Global Investments
South Korea
$634K +$12.7K +2,380 +2%
GFP
145
Gryphon Financial Partners
Ohio
$625K -$17K -710 -3%
AFA
146
Avant Financial Advisors
Texas
$624K +$624K +26,019 New
WIM
147
WealthPlan Investment Management
Nebraska
$604K -$20.4K -853 -3%
RG
148
Rathbones Group
United Kingdom
$583K -$570K -23,773 -49%
US Bancorp
149
US Bancorp
Minnesota
$582K +$38.9K +1,623 +7%
CPIG
150
Chicago Partners Investment Group
Illinois
$550K +$7.64K +322 +1%
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