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iShares Global REIT ETF
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Overview Fund Activity

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

Top Buyers

1
SAG
SageView Advisory Group
California
$53.2M
2
PCIG
Partners Capital Investment Group
Massachusetts
$53.9M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$107M
4
VA
Valmark Advisers
Ohio
$128M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$13.9M

Top Sellers

1
M&T Bank
M&T Bank
New York
$97.5M
2
OCM
One Capital Management
California
$15.8M
3
KFAA
Klaas Financial Asset Advisors
Illinois
$851K
4
VIP
Viewpoint Investment Partners
Alberta, Canada
$0
5
LPL Financial
LPL Financial
California
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMN
176
Financial Management Network
California
$275K +$37.1K +1,588 +16%
TB
177
Treynor Bancshares
Iowa
$274K -$818K -35,179 -75%
Squarepoint
178
Squarepoint
New York
$270K +$270K +11,607 New
PCMC
179
Private Capital Management (Colorado)
Colorado
$269K – – –
CIC
180
Cutler Investment Counsel
Oregon
$261K +$11.5K +493 +5%
CAL
181
Capital Analysts LLC
Pennsylvania
$249K -$465K -19,976 -65%
CWM
182
Connecticut Wealth Management
Connecticut
$245K -$142K -6,088 -37%
CA
183
Claro Advisors
Massachusetts
$240K -$14K -600 -5%
SC
184
Scotia Capital
Ontario, Canada
$239K +$698 +30 +0.3%
RCG
185
Regatta Capital Group
California
$238K – – –
IAN
186
Integrated Advisors Network
Texas
$233K – – –
PO
187
Private Ocean
California
$228K – – –
CA
188
Clearstead Advisors
Ohio
$226K +$226K +9,711 New
CLOS
189
Compagnie Lombard Odier SCmA
Switzerland
$223K -$35.5K -1,526 -14%
Stifel Financial
190
Stifel Financial
Missouri
$222K -$558 -24 -0.3%
FFA
191
First Foundation Advisors
California
$215K – – –
VI
192
VanderPol Investments
Michigan
$210K +$210K +9,043 New
KAS
193
Kestra Advisory Services
Texas
$210K -$27.4K -1,178 -12%
WT
194
Whittier Trust
California
$209K – – –
SFFS
195
Stonehage Fleming Financial Services
Jersey
$206K +$206K +8,875 New
FFM
196
Forum Financial Management
Illinois
$205K -$39.7K -1,708 -16%
VF
197
Virtu Financial
New York
$205K -$219K -9,446 -52%
FI
198
FWG Investments
Kentucky
$205K +$205K +8,800 New
OCM
199
Orion Capital Management
California
$128K -$12.3K -530 -9%
OP
200
ORG Partners
Indiana
$117K +$117K +5,050 New
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