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iShares Global REIT ETF

299 hedge funds and large institutions have $2.32B invested in iShares Global REIT ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 120 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 91

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

5% more capital invested

Capital invested by funds: $2.2B → $2.32B (+$120M)

1.02% more ownership

Funds ownership: 51.33%52.34% (+1%)

0% less funds holding

Funds holding: 300299 (-1)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
299
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
3.68%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
37
Increased
120
Reduced
91
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$296M
VA
2
Valmark Advisers
Ohio
$163M +$5.11M +196,864 +3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$162M +$8.83M +340,226 +6%
Creative Planning
4
Creative Planning
Kansas
$129M +$127M +4,883,829 +2,075%
M&T Bank
5
M&T Bank
New York
$120M -$279K -10,743 -0.2%
BlackRock
6
BlackRock
New York
$109M -$18.4M -708,202 -14%
PL
7
Polianta Ltd
Jersey
$106M +$15.6M +599,000 +16%
Morgan Stanley
8
Morgan Stanley
New York
$88M +$2.38M +91,589 +3%
Goldman Sachs
9
Goldman Sachs
New York
$77.4M -$10.6M -408,505 -12%
SC
10
Savant Capital
Illinois
$62.6M +$759K +29,220 +1%
NL
11
NEPC LLC
Massachusetts
$52.3M +$1.02M +39,277 +2%
LPL Financial
12
LPL Financial
California
$46.7M +$2.05M +79,142 +4%
HIG
13
Heritage Investment Group
Florida
$43.5M +$1.06M +40,932 +2%
PCIG
14
Partners Capital Investment Group
Massachusetts
$40.1M +$836K +32,215 +2%
PP
15
PDS Planning
Ohio
$39.7M +$1.18M +45,534 +3%
SMDAM
16
Sumitomo Mitsui DS Asset Management
Japan
$35.3M -$8.44M -325,136 -19%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$34.7M -$539K -20,762 -1%
MWM
18
Modera Wealth Management
New Jersey
$34.7M +$2.1M +80,735 +6%
HighTower Advisors
19
HighTower Advisors
Illinois
$32.9M +$1.53M +59,083 +5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$23.8M +$1.17M +44,914 +5%
Bank of America
21
Bank of America
North Carolina
$21.6M +$2.59M +99,623 +13%
Ameriprise
22
Ameriprise
Minnesota
$21.5M +$21.5M +826,590 +2,825%
CFA
23
Capstone Financial Advisors
Illinois
$21.4M +$47.8K +1,839 +0.2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$20.5M +$9.81M +377,963 +87%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$20.1M +$20.7M +798,651 New