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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 %
BP
201
Ballentine Partners
Massachusetts
$218K -$28.2K -1,190 -11%
DWT
202
Dorsey & Whitney Trust
South Dakota
$217K – – –
WT
203
Whittier Trust
California
$213K – – –
Renaissance Technologies
204
Renaissance Technologies
New York
$213K +$213K +9,000 New
Brown Advisory
205
Brown Advisory
Maryland
$208K +$208K +8,766 New
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$188K +$188K +8,064 New
SMA
207
Sage Mountain Advisors
Georgia
$180K – – –
UB
208
UMB Bank
Missouri
$151K +$93K +3,927 +160%
OCM
209
Orion Capital Management
California
$143K -$1.87K -79 -1%
PFM
210
Phillips Financial Management
Indiana
$118K – – –
DJSG
211
D.J. St. Germain
Massachusetts
$117K – – –
SFC
212
SYM Financial Corp
Indiana
$111K +$111K +4,668 New
GI
213
Gradient Investments
Minnesota
$109K -$2.44K -103 -2%
Citigroup
214
Citigroup
New York
$101K -$13.1K -552 -11%
CSWM
215
Cassady Schiller Wealth Management
Ohio
$97.8K – – –
EWP
216
Elevation Wealth Partners
California
$78.9K +$2.2K +93 +3%
AF
217
Advisornet Financial
Minnesota
$74.9K +$7.65K +323 +11%
TC
218
Tacita Capital
Ontario, Canada
$71.5K +$71.5K +3,020 New
Fidelity Investments
219
Fidelity Investments
Massachusetts
$66.8K +$60.3K +2,545 +919%
WWP
220
WR Wealth Planners
Missouri
$66.4K +$66.4K +2,804 New
RG
221
Retirement Group
California
$65.3K – – –
EWA
222
Elevate Wealth Advisory
Georgia
$64.1K +$189 +8 +0.3%
PS
223
Principal Securities
Iowa
$62.5K +$17.2K +728 +38%
PA
224
Parallel Advisors
California
$58K +$39.5K +1,669 +213%
MHR
225
Matthew Hamilton Rosenberg
$57.5K -$12.7K -543 -18%
7 8
9
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