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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$126M 5,337,564 -495,056 -8%
M&T Bank
2
M&T Bank
New York
$123M 5,194,744 +71,333 +1%
VA
3
Valmark Advisers
Ohio
$122M 5,155,831 +231,636 +5%
HSBC Holdings
4
HSBC Holdings
United Kingdom
$99.5M 4,201,861 – –
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$99M 4,179,300 +2,773,883 +197%
Morgan Stanley
6
Morgan Stanley
New York
$89.4M 3,773,643 -4,791,345 -56%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$64.8M 2,733,759 +19,682 +0.7%
OFG
8
Oxford Financial Group
Indiana
$60.5M 2,555,594 -4,214 -0.2%
SC
9
Savant Capital
Illinois
$59.7M 2,519,478 -86,052 -3%
PCIG
10
Partners Capital Investment Group
Massachusetts
$39.4M 1,662,205 -667,679 -29%
LPL Financial
11
LPL Financial
California
$35.5M 1,497,443 +99,730 +7%
HighTower Advisors
12
HighTower Advisors
Illinois
$35.3M 1,491,312 +82,050 +6%
HIG
13
Heritage Investment Group
Florida
$33.8M 1,427,235 +43,479 +3%
Goldman Sachs
14
Goldman Sachs
New York
$32.7M 1,379,940 -216,334 -14%
OCM
15
One Capital Management
California
$31.6M 1,334,866 -16,803 -1%
Bank of America
16
Bank of America
North Carolina
$30.3M 1,279,420 +204,736 +19%
NL
17
NEPC LLC
Massachusetts
$27.2M 1,149,567 +376,424 +49%
PP
18
PDS Planning
Ohio
$27M 1,138,555 +43,459 +4%
MWM
19
Modera Wealth Management
New Jersey
$22.9M 965,467 -60,797 -6%
CFA
20
Capstone Financial Advisors
Illinois
$21.2M 893,173 -20,170 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$20.3M 859,200 +194,407 +29%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$18.2M 767,016 +371,334 +94%
Wells Fargo
23
Wells Fargo
California
$17.3M 732,476 -83,205 -10%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$17.2M 727,172 +33,770 +5%
KFAA
25
Klaas Financial Asset Advisors
Illinois
$15.9M 673,111 +9,111 +1%
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