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iShares Global REIT ETF
REET

Overview Fund Activity

271 hedge funds and large institutions have $1.96B invested in iShares Global REIT ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+5
Holders Change %
+1.88%
% of All Funds
3.92%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
34
Increased
84
Reduced
106
Closed
27
Calls
$723K
Puts
$360K
Net Calls
+$363K
Net Calls Change
+$293K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$19M
2
NWM
Nicola Wealth Management
British Columbia, Canada
$22.5M
3
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
$25.8M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$13.8M
5
FWA
FSM Wealth Advisors
Ohio
$6.55M

Top Sellers

1
SAG
SageView Advisory Group
California
$51.2M
2
SW
SVB Wealth
Massachusetts
$0
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$8.43M
4
M&T Bank
M&T Bank
New York
$106M
5
IG
ING Group
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
176
UMB Bank
Missouri
$340K +$2.11K +79 +0.6%
IWC
177
Integrated Wealth Concepts
Massachusetts
$332K -$6.67K -250 -2%
DIP
178
DT Investment Partners
Pennsylvania
$320K – – –
MA
179
MAS Advisors
Florida
$320K – – –
CA
180
Claro Advisors
Massachusetts
$312K +$35.8K +1,340 +13%
PCMC
181
Private Capital Management (Colorado)
Colorado
$309K – – –
FMN
182
Financial Management Network
California
$306K -$2.48K -95 -0.8%
CAL
183
Capital Analysts LLC
Pennsylvania
$283K -$2.81K -105 -1%
FI
184
FWG Investments
Kentucky
$282K +$46.9K +1,756 +20%
CWM
185
Connecticut Wealth Management
Connecticut
$279K -$2.67K -100 -0.9%
RCG
186
Regatta Capital Group
California
$277K +$3.87K +145 +1%
Stifel Financial
187
Stifel Financial
Missouri
$276K +$21.7K +814 +9%
VI
188
VanderPol Investments
Michigan
$275K +$33.2K +1,244 +14%
SC
189
Scotia Capital
Ontario, Canada
$272K -$2.94K -110 -1%
IAN
190
Integrated Advisors Network
Texas
$267K – – –
CA
191
Clearstead Advisors
Ohio
$263K +$4.24K +159 +2%
TB
192
Treynor Bancshares
Iowa
$261K -$53.1K -1,991 -17%
TCM
193
Triumph Capital Management
Colorado
$250K +$250K +9,349 New
FFA
194
First Foundation Advisors
California
$247K – – –
CLOS
195
Compagnie Lombard Odier SCmA
Switzerland
$246K -$9.88K -370 -4%
KAS
196
Kestra Advisory Services
Texas
$242K +$854 +32 +0.4%
RMF
197
Red Mountain Financial
Colorado
$241K -$131K -4,894 -35%
WT
198
Whittier Trust
California
$240K – – –
SFFS
199
Stonehage Fleming Financial Services
Jersey
$237K – – –
Squarepoint
200
Squarepoint
New York
$234K -$76K -2,846 -25%
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