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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 %
TWP
151
Total Wealth Planning
Ohio
$537K +$537K +22,420 New
CI Investments Inc
152
CI Investments Inc
Ontario, Canada
$529K – – –
Cambridge Investment Research Advisors
153
Cambridge Investment Research Advisors
Iowa
$527K -$3.71K -155 -0.7%
MAM
154
McLean Asset Management
Virginia
$523K +$2.18K +91 +0.4%
CC
155
Courier Capital
New York
$522K +$55.7K +2,325 +12%
SS
156
Sunbelt Securities
Texas
$521K -$1.29K -54 -0.2%
PWMG
157
Private Wealth Management Group
New Jersey
$507K -$143K -5,953 -22%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$487K +$264 +11 +0.1%
BPA
159
Beacon Pointe Advisors
California
$471K +$24K +1,000 +5%
LWL
160
Leo Wealth LLC
Texas
$469K +$4.34K +181 +0.9%
EH
161
Equitable Holdings
New York
$467K +$467K +19,470 New
AA
162
Aire Advisors
California
$465K -$50.3K -2,098 -10%
OIA
163
OneDigital Investment Advisors
Kansas
$464K +$887 +37 +0.2%
FNBOO
164
First National Bank of Omaha
Nebraska
$462K +$19.2K +800 +4%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$453K +$83.4K +3,481 +23%
DCM
166
DGS Capital Management
New Jersey
$452K +$32.1K +1,338 +8%
AAS
167
Ameritas Advisory Services
Nebraska
$451K +$66.1K +2,757 +17%
TPWM
168
Twelve Points Wealth Management
Massachusetts
$447K -$96.7K -4,034 -18%
IA
169
IFP Advisors
Florida
$445K +$125K +5,235 +39%
SWM
170
Seaside Wealth Management
California
$442K +$2.18K +91 +0.5%
SA
171
Sanctuary Advisors
Indiana
$440K -$38.2K -1,565 -8%
ACA
172
Aptus Capital Advisors
Alabama
$434K +$40.2K +1,675 +10%
SAM
173
Strive Asset Management
Ohio
$434K +$434K +18,086 New
SW
174
Simplicity Wealth
New Jersey
$427K +$43.7K +1,825 +11%
CNBOF
175
City National Bank of Florida
Florida
$427K +$427K +17,801 New
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7
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