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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.

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
1
AllianceBernstein
Tennessee
$19M
2
NWM
2
Nicola Wealth Management
British Columbia, Canada
$22.5M
3
SMDAM
3
Sumitomo Mitsui DS Asset Management
Japan
$25.8M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$13.8M
5
FWA
5
FSM Wealth Advisors
Ohio
$6.55M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$51.2M
2
SW
2
SVB Wealth
Massachusetts
$0
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.43M
4
M&T Bank
4
M&T Bank
New York
$106M
5
IG
5
ING Group
Netherlands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$143M 5,351,446 -141,757 -3%
BlackRock
2
BlackRock
New York
$140M 5,230,421 -147,607 -3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$128M 4,805,286 +191,335 +4%
HSBC Holdings
4
HSBC Holdings
United Kingdom
$112M 4,201,021 – –
M&T Bank
5
M&T Bank
New York
$106M 3,961,328 -233,535 -6%
Morgan Stanley
6
Morgan Stanley
New York
$94.3M 3,533,170 -40,542 -1%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$75.8M 2,846,622 +108,254 +4%
OFG
8
Oxford Financial Group
Indiana
$67.9M 2,543,260 -66,640 -3%
SC
9
Savant Capital
Illinois
$63.7M 2,387,324 -49,267 -2%
PCIG
10
Partners Capital Investment Group
Massachusetts
$61.2M 2,291,594 -40,978 -2%
SAG
11
SageView Advisory Group
California
$51.2M 1,916,714 -371,956 -16%
HighTower Advisors
12
HighTower Advisors
Illinois
$40.7M 1,524,479 -9,047 -0.6%
HIG
13
Heritage Investment Group
Florida
$40.3M 1,510,328 +16,103 +1%
PP
14
PDS Planning
Ohio
$34.3M 1,283,394 +104,588 +9%
Goldman Sachs
15
Goldman Sachs
New York
$33M 1,237,250 -114,113 -8%
NL
16
NEPC LLC
Massachusetts
$30.7M 1,149,567 – –
LPL Financial
17
LPL Financial
California
$28M 1,048,946 -24,648 -2%
SMDAM
18
Sumitomo Mitsui DS Asset Management
Japan
$25.8M 968,082 +403,494 +71%
MWM
19
Modera Wealth Management
New Jersey
$25.3M 946,460 -26,255 -3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$22.7M 849,699 -32,085 -4%
CFA
21
Capstone Financial Advisors
Illinois
$22.6M 847,980 +17,751 +2%
NWM
22
Nicola Wealth Management
British Columbia, Canada
$22.5M 623,300 +316,000 +103%
Bank of America
23
Bank of America
North Carolina
$21.3M 799,697 -142,072 -15%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$20M 749,674 -8,428 -1%
DPI
25
Diversified Portfolios Inc
Michigan
$19.1M 716,691 +45,134 +7%
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