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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 %
PFM
201
Phillips Financial Management
Indiana
$116K – – –
Citigroup
202
Citigroup
New York
$112K +$12.9K +557 +13%
DJSG
203
D.J. St. Germain
Massachusetts
$108K -$6.6K -284 -6%
GI
204
Gradient Investments
Minnesota
$107K – – –
BIM
205
Breakwater Investment Management
Washington
$106K +$79.2K +3,405 +299%
SMA
206
Sage Mountain Advisors
Georgia
$105K -$71.4K -3,072 -40%
CFB
207
Cullen/Frost Bankers
Texas
$104K +$104K +4,454 New
IWP
208
IAG Wealth Partners
Wisconsin
$92.4K +$92.4K +3,974 New
SP
209
SWS Partners
Ohio
$86.2K +$86.2K +3,706 New
EWP
210
Elevation Wealth Partners
California
$77.7K +$256 +11 +0.3%
PS
211
Principal Securities
Iowa
$73.2K +$11.8K +509 +19%
AF
212
Advisornet Financial
Minnesota
$71.9K -$1.58K -68 -2%
TC
213
Tacita Capital
Ontario, Canada
$70.2K – – –
EWA
214
Elevate Wealth Advisory
Georgia
$67.7K +$4.81K +207 +8%
IAIM
215
International Assets Investment Management
Florida
$67K +$67K +2,883 New
WWP
216
WR Wealth Planners
Missouri
$53.1K -$12.1K -522 -19%
QCG
217
Quadrant Capital Group
Ohio
$51.4K – – –
CSWM
218
Cassady Schiller Wealth Management
Ohio
$50.2K -$45.8K -1,970 -48%
NP
219
NorthRock Partners
Minnesota
$47.4K -$2.49K -107 -5%
MHR
220
Matthew Hamilton Rosenberg
$43.7K -$13.1K -566 -23%
CCMI
221
Creative Capital Management Investments
California
$42.7K – – –
PA
222
Parallel Advisors
California
$41.8K -$15.2K -652 -27%
TCOV
223
Trust Company of Vermont
Vermont
$35.9K -$465 -20 -1%
CA
224
Continuum Advisory
Idaho
$35.9K -$3.46K -149 -9%
FMTCOCP
225
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$34K -$5.05K -220 -13%
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