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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$207M 8,564,988 +3,945,976 +85%
BlackRock
2
BlackRock
New York
$141M 5,832,620 -1,569,943 -21%
M&T Bank
3
M&T Bank
New York
$124M 5,123,411 +585,433 +13%
VA
4
Valmark Advisers
Ohio
$119M 4,924,195 -3,926 -0.1%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$102M 4,201,861 – –
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$66.4M 2,714,077 -20,419 -0.7%
SC
7
Savant Capital
Illinois
$63M 2,605,530 -77,318 -3%
OFG
8
Oxford Financial Group
Indiana
$61.9M 2,559,808 +2,297,209 +875%
PCIG
9
Partners Capital Investment Group
Massachusetts
$56.3M 2,329,884 +19,244 +0.8%
SAG
10
SageView Advisory Group
California
$55.4M 2,378,756 +716,890 +43%
Goldman Sachs
11
Goldman Sachs
New York
$38.6M 1,596,274 +131,423 +9%
HighTower Advisors
12
HighTower Advisors
Illinois
$34.1M 1,409,262 -82,174 -6%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$34M 1,405,417 -116,596 -8%
LPL Financial
14
LPL Financial
California
$33.8M 1,397,713 -21,240 -1%
HIG
15
Heritage Investment Group
Florida
$33.5M 1,383,756 +1,296,406 +1,484%
OCM
16
One Capital Management
California
$32.7M 1,351,669 -140,974 -9%
Pictet Asset Management
17
Pictet Asset Management
Switzerland
$26.7M 1,106,000 +1,106,000 New
PP
18
PDS Planning
Ohio
$26.5M 1,095,096 +152,929 +16%
Bank of America
19
Bank of America
North Carolina
$26M 1,074,684 +1,341 +0.1%
MWM
20
Modera Wealth Management
New Jersey
$24.8M 1,026,264 -14,725 -1%
CFA
21
Capstone Financial Advisors
Illinois
$22.1M 913,343 -367,684 -29%
Wells Fargo
22
Wells Fargo
California
$19.7M 815,681 -71,552 -8%
NL
23
NEPC LLC
Massachusetts
$18.7M 773,143 +141,243 +22%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$16.8M 693,402 -7,820 -1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$16.1M 664,793 -390,935 -37%
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