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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 %
IAS
151
Insigneo Advisory Services
Florida
$532K +$80.4K +3,326 +18%
CPIG
152
Chicago Partners Investment Group
Illinois
$526K +$1.07K +46 +0.2%
Qube Research & Technologies (QRT)
153
Qube Research & Technologies (QRT)
United Kingdom
$519K -$9.67K -400 -2%
4WM
154
49 Wealth Management
Texas
$514K +$514K +21,263 New
AA
155
Advisory Alpha
Michigan
$513K -$7.16K -296 -1%
RMF
156
Red Mountain Financial
Colorado
$502K +$502K +20,746 New
OIA
157
OneDigital Investment Advisors
Kansas
$499K +$130K +5,389 +35%
AHL
158
Abel Hall LLC
Louisiana
$492K +$492K +20,358 New
LWL
159
Leo Wealth LLC
Texas
$490K +$490K +20,262 New
CPCM
160
Cardinal Point Capital Management
Ontario, Canada
$468K -$427K -17,665 -48%
Jones Financial Companies
161
Jones Financial Companies
Missouri
$466K -$12.6K -520 -3%
SWM
162
Seaside Wealth Management
California
$459K -$21.4K -887 -4%
FIB
163
First Interstate Bank
Montana
$449K +$13.3K +548 +3%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$435K -$27.5K -1,136 -6%
CA
165
Cetera Advisors
Colorado
$428K -$36K -1,487 -8%
CWM
166
Connecticut Wealth Management
Connecticut
$419K +$419K +17,316 New
MWM
167
Mission Wealth Management
California
$413K -$84.5K -3,496 -17%
CWM
168
Comprehensive Wealth Management
Washington
$405K -$22.3K -921 -5%
FMN
169
Financial Management Network
California
$401K -$37.7K -1,581 -9%
UCFA
170
United Capital Financial Advisors
Texas
$395K -$1.3M -53,949 -77%
CPWM
171
Cypress Point Wealth Management
Texas
$392K -$67.3K -2,784 -15%
KWM
172
Kingsview Wealth Management
Oregon
$376K -$48 -2 -0%
AC
173
Apella Capital
Connecticut
$373K -$79.1K -3,332 -18%
MFG
174
Merit Financial Group
Georgia
$368K -$285K -11,795 -44%
FA
175
Forefront Analytics
Pennsylvania
$367K +$8.25K +341 +2%
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7
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