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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 %
FAIM
176
Financial Advocates Investment Management
Washington
$287K +$287K +12,105 New
IA
177
IFP Advisors
Florida
$285K -$50.8K -2,144 -15%
DIP
178
DT Investment Partners
Pennsylvania
$284K – – –
MA
179
MAS Advisors
Florida
$284K – – –
GRP
180
Global Retirement Partners
California
$280K +$1.11K +47 +0.4%
PCMC
181
Private Capital Management (Colorado)
Colorado
$274K – – –
CLOS
182
Compagnie Lombard Odier SCmA
Switzerland
$263K -$5.45K -230 -2%
CQS
183
Credential Qtrade Securities
$262K +$36.8K +1,552 +16%
CA
184
Claro Advisors
Massachusetts
$259K -$25.5K -1,075 -9%
MA
185
Mutual Advisors
Nebraska
$256K -$5.59K -236 -2%
CIC
186
Cutler Investment Counsel
Oregon
$254K +$254K +10,727 New
FFM
187
Forum Financial Management
Illinois
$249K -$20.8K -880 -8%
SC
188
Scotia Capital
Ontario, Canada
$243K -$2.13K -90 -0.9%
RCG
189
Regatta Capital Group
California
$242K – – –
KAS
190
Kestra Advisory Services
Texas
$242K +$242K +10,207 New
IAN
191
Integrated Advisors Network
Texas
$237K – – –
FMN
192
Financial Management Network
California
$234K -$152K -6,636 -39%
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$232K -$3.33M -140,716 -93%
PO
194
Private Ocean
California
$232K +$18.8K +795 +9%
BRWA
195
B. Riley Wealth Advisors
Florida
$230K -$4.25K -198 -2%
WSTAM
196
Wilbanks Smith & Thomas Asset Management
Virginia
$229K -$13.2K -559 -5%
Stifel Financial
197
Stifel Financial
Missouri
$226K -$11K -465 -5%
CPCM
198
Cardinal Point Capital Management
Ontario, Canada
$226K -$233K -9,830 -51%
CBFP
199
Cedar Brook Financial Partners
Ohio
$222K +$1.26K +53 +0.6%
FFA
200
First Foundation Advisors
California
$219K -$5.54K -234 -2%
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