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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.

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
1
SageView Advisory Group
California
$53.2M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$53.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$107M
4
VA
4
Valmark Advisers
Ohio
$128M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$13.9M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$97.5M
2
OCM
2
One Capital Management
California
$15.8M
3
KFAA
3
Klaas Financial Asset Advisors
Illinois
$851K
4
VIP
4
Viewpoint Investment Partners
Alberta, Canada
$0
5
LPL Financial
5
LPL Financial
California
$25M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$128M 5,493,203 +337,372 +7%
BlackRock
2
BlackRock
New York
$125M 5,378,028 +40,464 +0.8%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$107M 4,613,951 +434,651 +10%
HSBC Holdings
4
HSBC Holdings
United Kingdom
$97.7M 4,201,021 -840 -0%
M&T Bank
5
M&T Bank
New York
$97.5M 4,194,863 -999,881 -19%
Morgan Stanley
6
Morgan Stanley
New York
$83.1M 3,573,712 -199,931 -5%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$63.8M 2,738,368 +4,609 +0.2%
OFG
8
Oxford Financial Group
Indiana
$60.7M 2,609,900 +54,306 +2%
SC
9
Savant Capital
Illinois
$56.7M 2,436,591 -82,887 -3%
PCIG
10
Partners Capital Investment Group
Massachusetts
$53.9M 2,332,572 +670,367 +40%
SAG
11
SageView Advisory Group
California
$53.2M 2,288,670 +2,288,670 New
HighTower Advisors
12
HighTower Advisors
Illinois
$35.6M 1,533,526 +42,214 +3%
HIG
13
Heritage Investment Group
Florida
$34.7M 1,494,225 +66,990 +5%
Goldman Sachs
14
Goldman Sachs
New York
$31.4M 1,351,363 -28,577 -2%
PP
15
PDS Planning
Ohio
$27.4M 1,178,806 +40,251 +4%
NL
16
NEPC LLC
Massachusetts
$26.7M 1,149,567 – –
LPL Financial
17
LPL Financial
California
$25M 1,073,594 -423,849 -28%
MWM
18
Modera Wealth Management
New Jersey
$22.6M 972,715 +7,248 +0.8%
Bank of America
19
Bank of America
North Carolina
$21.9M 941,769 -337,651 -26%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$20.5M 881,784 +22,584 +3%
CFA
21
Capstone Financial Advisors
Illinois
$19.3M 830,229 -62,944 -7%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$17.6M 758,102 -8,914 -1%
Wells Fargo
23
Wells Fargo
California
$16.3M 699,707 -32,769 -4%
OCM
24
One Capital Management
California
$15.8M 680,161 -654,705 -49%
DPI
25
Diversified Portfolios Inc
Michigan
$15.6M 671,557 +19,494 +3%
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