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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
1
Morgan Stanley
New York
$207M
2
OFG
2
Oxford Financial Group
Indiana
$61.9M
3
HIG
3
Heritage Investment Group
Florida
$33.5M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$26.7M
5
SAG
5
SageView Advisory Group
California
$55.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$141M
2
Jane Street
2
Jane Street
New York
$10.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.1M
4
CFA
4
Capstone Financial Advisors
Illinois
$22.1M
5
CAN
5
Cetera Advisor Networks
California
$4.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
176
DGS Capital Management
New Jersey
$351K +$10.4K +432 +3%
IA
177
IFP Advisors
Florida
$343K -$1.16K -48 -0.3%
Mariner
178
Mariner
Kansas
$332K +$332K +13,722 New
CAM
179
Cresset Asset Management
Illinois
$330K -$97.3K -4,024 -23%
WA
180
Wealth Alliance
New York
$323K +$323K +13,352 New
HF
181
HRT Financial
New York
$322K +$322K +13,346 New
BWM
182
Bulltick Wealth Management
Florida
$314K – – –
FAAM
183
First Ascent Asset Management
Colorado
$304K +$14K +581 +5%
PCIA
184
Prime Capital Investment Advisors
Kansas
$299K -$1.28K -53 -0.4%
CA
185
Claro Advisors
Massachusetts
$290K +$13.2K +547 +5%
MA
186
MAS Advisors
Florida
$290K – – –
GRP
187
Global Retirement Partners
California
$280K +$2.24K +94 +0.8%
DIP
188
DT Investment Partners
Pennsylvania
$280K +$280K +12,000 New
PCMC
189
Private Capital Management (Colorado)
Colorado
$280K +$140K +5,790 +100%
AAS
190
Ameritas Advisory Services
Nebraska
$279K -$1.32M -54,782 -83%
SAI
191
Savvy Advisors Inc
New York
$279K +$279K +11,539 New
FFM
192
Forum Financial Management
Illinois
$276K -$204K -8,432 -42%
CLOS
193
Compagnie Lombard Odier SCmA
Switzerland
$274K – – –
MAM
194
McLean Asset Management
Virginia
$269K +$269K +11,306 New
DWA
195
Delap Wealth Advisory
Oregon
$269K +$269K +11,112 New
MA
196
Mutual Advisors
Nebraska
$267K +$31.1K +1,286 +13%
BRWA
197
B. Riley Wealth Advisors
Florida
$264K +$4.79K +198 +2%
Empower Advisory Group
198
Empower Advisory Group
Colorado
$260K +$242 +10 +0.1%
Citadel Advisors
199
Citadel Advisors
Florida
$254K -$119K -4,933 -32%
BP
200
Ballentine Partners
Massachusetts
$251K +$11K +454 +5%
6 7
8
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