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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 %
SC
201
Scotia Capital
Ontario, Canada
$251K +$2.25K +93 +0.9%
ACA
202
Aptus Capital Advisors
Alabama
$249K +$73.1K +3,025 +41%
GWANC
203
Guardian Wealth Advisors (North Carolina)
North Carolina
$249K +$73.1K +3,025 +41%
WSTAM
204
Wilbanks Smith & Thomas Asset Management
Virginia
$248K -$186K -7,701 -43%
RCG
205
Regatta Capital Group
California
$247K – – –
MBI
206
Montrusco Bolton Investments
Quebec, Canada
$245K +$245K +10,134 New
Stifel Financial
207
Stifel Financial
Missouri
$242K +$242K +10,024 New
IAN
208
Integrated Advisors Network
Texas
$242K +$242K +10,000 New
Betterment LLC
209
Betterment LLC
New York
$232K -$72.9K -3,015 -24%
CQS
210
Credential Qtrade Securities
$230K +$33.9K +1,400 +17%
FFA
211
First Foundation Advisors
California
$229K – – –
CBFP
212
Cedar Brook Financial Partners
Ohio
$222K -$6.38K -267 -3%
DWT
213
Dorsey & Whitney Trust
South Dakota
$221K +$221K +9,155 New
WT
214
Whittier Trust
California
$218K – – –
PO
215
Private Ocean
California
$217K +$46.3K +1,913 +27%
SFFS
216
Stonehage Fleming Financial Services
Jersey
$215K – – –
EFN
217
Equita Financial Network
Pennsylvania
$214K -$29.9K -1,236 -12%
SIC
218
Sterling Investment Counsel
New York
$206K +$206K +8,533 New
SMA
219
Sage Mountain Advisors
Georgia
$184K – – –
OCM
220
Orion Capital Management
California
$148K +$23.9K +989 +19%
ASN
221
Advisory Services Network
Georgia
$143K +$143K +5,895 New
OP
222
ORG Partners
Indiana
$122K +$122K +5,050 New
PFM
223
Phillips Financial Management
Indiana
$120K – – –
DJSG
224
D.J. St. Germain
Massachusetts
$120K -$3.24K -134 -3%
Citigroup
225
Citigroup
New York
$117K -$88.4K -3,655 -43%
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9
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