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iShares Global REIT ETF
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Overview Fund Activity

266 hedge funds and large institutions have $1.73B invested in iShares Global REIT ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 98 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-7
Holders Change %
-2.56%
% of All Funds
3.86%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
27
Increased
99
Reduced
98
Closed
30
Calls
$197K
Puts
$296K
Net Calls
-$99K
Net Calls Change
-$135K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$99M
2
NL
2
NEPC LLC
Massachusetts
$27.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$18.2M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$7.94M
5
VA
5
Valmark Advisers
Ohio
$122M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$89.4M
2
SAG
2
SageView Advisory Group
California
$0
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$0
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$39.4M
5
LFG
5
Larson Financial Group
Missouri
$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
151
McLean Asset Management
Virginia
$493K +$227K +9,616 +85%
4WM
152
49 Wealth Management
Texas
$490K -$7.13K -305 -1%
CA
153
Cetera Advisors
Colorado
$487K +$68.4K +2,890 +16%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$487K +$61.4K +2,592 +14%
AHL
155
Abel Hall LLC
Louisiana
$484K +$1.42K +60 +0.3%
LWL
156
Leo Wealth LLC
Texas
$479K -$308 -13 -0.1%
OIA
157
OneDigital Investment Advisors
Kansas
$461K -$27.4K -1,158 -6%
SWM
158
Seaside Wealth Management
California
$449K +$118 +5 +0%
CWM
159
Comprehensive Wealth Management
Washington
$446K +$48.8K +2,061 +12%
IWC
160
Integrated Wealth Concepts
Massachusetts
$445K -$134K -5,664 -23%
FIB
161
First Interstate Bank
Montana
$440K – – –
VF
162
Virtu Financial
New York
$433K +$433K +18,280 New
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$411K +$411K +17,344 New
CWM
164
Connecticut Wealth Management
Connecticut
$394K -$16.2K -682 -4%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$394K -$371K -15,676 -49%
DCM
166
DGS Capital Management
New Jersey
$391K +$47.1K +1,987 +14%
KWM
167
Kingsview Wealth Management
Oregon
$370K +$1.97K +83 +0.5%
FA
168
Forefront Analytics
Pennsylvania
$361K +$2.01K +85 +0.6%
Cerity Partners
169
Cerity Partners
New York
$356K -$6.61M -279,041 -95%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$351K +$269K +11,360 +328%
AC
171
Apella Capital
Connecticut
$340K -$30.1K -1,276 -8%
CPWM
172
Cypress Point Wealth Management
Texas
$338K -$46.1K -1,947 -12%
ACA
173
Aptus Capital Advisors
Alabama
$300K +$56K +2,364 +23%
GWANC
174
Guardian Wealth Advisors (North Carolina)
North Carolina
$297K +$52.9K +2,235 +22%
PCIA
175
Prime Capital Investment Advisors
Kansas
$292K -$639 -27 -0.2%
5 6
7
8 9