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iShares Global REIT ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
151
OneDigital Investment Advisors
Kansas
$450K -$3.3K -142 -0.7%
LWL
152
Leo Wealth LLC
Texas
$448K -$22.5K -968 -5%
FNBOO
153
First National Bank of Omaha
Nebraska
$429K -$62.8K -2,700 -13%
SWM
154
Seaside Wealth Management
California
$428K -$13.6K -583 -3%
PGFC
155
Peapack-Gladstone Financial Corp
New Jersey
$425K -$938K -40,403 -69%
DCM
156
DGS Capital Management
New Jersey
$422K +$38.3K +1,646 +10%
AHL
157
Abel Hall LLC
Louisiana
$412K -$63.1K -2,712 -13%
SA
158
Sanctuary Advisors
Indiana
$400K +$400K +17,949 New
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$388K +$43.1K +1,852 +12%
FIB
160
First Interstate Bank
Montana
$374K -$58.6K -2,519 -14%
CAM
161
Cresset Asset Management
Illinois
$353K -$319K -13,715 -47%
Mariner
162
Mariner
Kansas
$342K -$726K -31,242 -68%
RMF
163
Red Mountain Financial
Colorado
$324K +$324K +13,940 New
ACA
164
Aptus Capital Advisors
Alabama
$323K +$28.4K +1,221 +10%
GWANC
165
Guardian Wealth Advisors (North Carolina)
North Carolina
$323K +$31.4K +1,350 +11%
CPWM
166
Cypress Point Wealth Management
Texas
$323K -$8.6K -370 -3%
FA
167
Forefront Analytics
Pennsylvania
$305K -$49.2K -2,117 -14%
UB
168
UMB Bank
Missouri
$295K +$146K +6,291 +98%
IWC
169
Integrated Wealth Concepts
Massachusetts
$295K -$142K -6,119 -33%
AC
170
Apella Capital
Connecticut
$291K -$45.4K -1,948 -13%
PCIA
171
Prime Capital Investment Advisors
Kansas
$286K -$1.16K -50 -0.4%
IA
172
IFP Advisors
Florida
$280K
DIP
173
DT Investment Partners
Pennsylvania
$279K
MA
174
MAS Advisors
Florida
$278K
GRP
175
Global Retirement Partners
California
$276K +$860 +37 +0.3%