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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
$136M
2
M&T Bank
M&T Bank
New York
$107M
3
NWM
Nicola Wealth Management
British Columbia, Canada
$33.7M
4
SAG
SageView Advisory Group
California
$57M
5
LPL Financial
LPL Financial
California
$35.8M

Top Sellers

1
OFG
Oxford Financial Group
Indiana
$1.33M
2
AllianceBernstein
AllianceBernstein
Tennessee
$0
3
VOYA Investment Management
VOYA Investment Management
Georgia
$0
4
BlackRock
BlackRock
New York
$112M
5
PCIG
Partners Capital Investment Group
Massachusetts
$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
1
HSBC Holdings
United Kingdom
$136M +$35.5M +1,480,000 +35%
VA
2
Valmark Advisers
Ohio
$135M +$7.05M +294,000 +5%
BlackRock
3
BlackRock
New York
$112M -$13M -540,845 -10%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$110M -$5.66M -236,103 -5%
M&T Bank
5
M&T Bank
New York
$107M +$12.5M +520,038 +13%
Morgan Stanley
6
Morgan Stanley
New York
$81.1M -$3.61M -150,589 -4%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$68.2M -$671 -28 -0%
SC
8
Savant Capital
Illinois
$57.1M -$146K -6,081 -0.3%
SAG
9
SageView Advisory Group
California
$57M +$11.1M +461,046 +24%
PCIG
10
Partners Capital Investment Group
Massachusetts
$46.8M -$8.17M -340,680 -15%
HIG
11
Heritage Investment Group
Florida
$36.3M +$125K +5,216 +0.3%
LPL Financial
12
LPL Financial
California
$35.8M +$10.7M +445,910 +43%
NL
13
NEPC LLC
Massachusetts
$35.5M +$7.92M +330,456 +29%
NWM
14
Nicola Wealth Management
British Columbia, Canada
$33.7M +$12.2M +355,000 +57%
PP
15
PDS Planning
Ohio
$31.7M +$891K +37,154 +3%
HighTower Advisors
16
HighTower Advisors
Illinois
$30.9M -$5.62M -234,441 -15%
Goldman Sachs
17
Goldman Sachs
New York
$30.9M +$1.23M +51,345 +4%
MWM
18
Modera Wealth Management
New Jersey
$23.9M +$1.2M +50,046 +5%
SMDAM
19
Sumitomo Mitsui DS Asset Management
Japan
$22.9M -$304K -12,675 -1%
CFA
20
Capstone Financial Advisors
Illinois
$20.1M -$250K -10,425 -1%
Bank of America
21
Bank of America
North Carolina
$20M +$867K +36,178 +5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$19.2M -$1.15M -47,981 -6%
DPI
23
Diversified Portfolios Inc
Michigan
$18.5M +$1.33M +55,482 +8%
Wells Fargo
24
Wells Fargo
California
$17.4M +$1.12M +46,896 +7%
WA
25
Wilshire Advisors
California
$16.1M +$5.11M +212,981 +46%
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