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iShares Global REIT ETF
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Overview Fund Activity

285 hedge funds and large institutions have $1.78B invested in iShares Global REIT ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+14
Holders Change %
+5.17%
% of All Funds
3.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
50
Increased
115
Reduced
83
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$35.5M
2
M&T Bank
M&T Bank
New York
+$12.5M
3
NWM
Nicola Wealth Management
British Columbia, Canada
+$12.2M
4
SAG
SageView Advisory Group
California
+$11.1M
5
LPL Financial
LPL Financial
California
+$10.7M

Top Sellers

1
OFG
Oxford Financial Group
Indiana
-$59.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$19M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$13.1M
4
BlackRock
BlackRock
New York
-$13M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$8.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
201
Betterment LLC
New York
$251K +$42.2K +1,763 +20%
FI
202
FWG Investments
Kentucky
$250K -$2.92K -122 -1%
RCG
203
Regatta Capital Group
California
$249K +$240 +10 +0.1%
TCM
204
Triumph Capital Management
Colorado
$248K +$23.8K +994 +11%
Stifel Financial
205
Stifel Financial
Missouri
$247K -$1.56K -65 -0.6%
CLOS
206
Compagnie Lombard Odier SCmA
Switzerland
$244K +$24K +1,000 +11%
CA
207
Clearstead Advisors
Ohio
$240K +$3.64K +152 +2%
IAN
208
Integrated Advisors Network
Texas
$240K – – –
GM
209
GeoWealth Management
Illinois
$230K +$22.8K +953 +11%
KAS
210
Kestra Advisory Services
Texas
$228K +$10.4K +435 +5%
FFA
211
First Foundation Advisors
California
$222K – – –
P
212
Pitcairn
Pennsylvania
$219K +$219K +9,130 New
D.E. Shaw & Co
213
D.E. Shaw & Co
New York
$218K +$218K +9,078 New
WT
214
Whittier Trust
California
$216K – – –
Fidelity Investments
215
Fidelity Investments
Massachusetts
$215K +$182K +7,586 +555%
SFFS
216
Stonehage Fleming Financial Services
Jersey
$213K – – –
BP
217
Ballentine Partners
Massachusetts
$211K +$2.83K +118 +1%
IPWA
218
International Private Wealth Advisors
California
$207K +$207K +8,640 New
SEIA
219
Signature Estate & Investment Advisors
California
$205K +$839 +35 +0.4%
GRP
220
Global Retirement Partners
California
$196K +$8.34K +348 +4%
AF
221
Allworth Financial
California
$140K +$139K +5,793 +57,930%
GT
222
Glenmede Trust
Pennsylvania
$136K +$136K +5,664 New
OCM
223
Orion Capital Management
California
$132K +$132K +5,492 New
SPIA
224
Steward Partners Investment Advisory
New York
$124K +$118K +4,914 +1,800%
BIM
225
Breakwater Investment Management
Washington
$122K +$13.2K +551 +12%
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