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iShares Global REIT ETF
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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
+$11.4M
3
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
+$10.8M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$8.44M
5
FWA
FSM Wealth Advisors
Ohio
+$6.55M

Top Sellers

1
SAG
SageView Advisory Group
California
-$9.93M
2
SW
SVB Wealth
Massachusetts
-$7.73M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$7.55M
4
M&T Bank
M&T Bank
New York
-$6.23M
5
IG
ING Group
Netherlands
-$5.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
201
Betterment LLC
New York
$233K +$233K +8,720 New
TSS
202
Two Sigma Securities
New York
$233K +$233K +8,717 New
BP
203
Ballentine Partners
Massachusetts
$232K +$232K +8,678 New
GM
204
GeoWealth Management
Illinois
$231K +$231K +8,661 New
SEIA
205
Signature Estate & Investment Advisors
California
$227K +$227K +8,513 New
DAS
206
Diversify Advisory Services
Utah
$226K +$226K +8,674 New
EAMA
207
EFG Asset Management (Americas)
Florida
$217K +$217K +8,144 New
SG
208
StoneX Group
New York
$217K +$217K +8,118 New
GRP
209
Global Retirement Partners
California
$209K -$107K -4,014 -34%
Empower Advisory Group
210
Empower Advisory Group
Colorado
$205K +$205K +7,699 New
LJAC
211
L.J. Altfest & Co
New York
$200K +$200K +7,511 New
OWP
212
ORG Wealth Partners
Texas
$135K +$135K +5,050 New
MTC
213
Matrix Trust Company
Colorado
$131K +$131K +4,920 New
BIM
214
Breakwater Investment Management
Washington
$121K – – –
SMA
215
Sage Mountain Advisors
Georgia
$121K – – –
PFM
216
Phillips Financial Management
Indiana
$120K -$12.7K -475 -10%
Citigroup
217
Citigroup
New York
$120K -$8.81K -330 -7%
DJSG
218
D.J. St. Germain
Massachusetts
$113K -$11K -412 -9%
IWP
219
IAG Wealth Partners
Wisconsin
$95.7K -$10.4K -390 -10%
EWP
220
Elevation Wealth Partners
California
$90.1K +$827 +31 +0.9%
AF
221
Advisornet Financial
Minnesota
$88K +$5.44K +204 +7%
TC
222
Tacita Capital
Ontario, Canada
$80.6K – – –
EWA
223
Elevate Wealth Advisory
Georgia
$77.8K – – –
PA
224
Parallel Advisors
California
$72.8K +$24.7K +927 +52%
WWP
225
WR Wealth Planners
Missouri
$60.9K – – –
7 8
9
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