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iShares Global REIT ETF
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Overview Fund Activity

277 hedge funds and large institutions have $1.87B invested in iShares Global REIT ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 97 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+3
Holders Change %
+1.09%
% of All Funds
3.72%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
30
Increased
102
Reduced
97
Closed
16
Calls
$321K
Puts
–
Net Calls
+$321K
Net Calls Change
+$321K

Top Buyers

1
Jane Street
Jane Street
New York
$24.1M
2
Bank of America
Bank of America
North Carolina
$26M
3
NL
NEPC LLC
Massachusetts
$45.7M
4
SAG
SageView Advisory Group
California
$73M
5
SC
Savant Capital
Illinois
$64.8M

Top Sellers

1
WA
Waterford Advisors
New York
$7.48M
2
PCIG
Partners Capital Investment Group
Massachusetts
$33M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$48.2M
4
NWM
Nicola Wealth Management
British Columbia, Canada
$22.3M
5
WA
Wilshire Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
226
National Bank of Canada
Quebec, Canada
$79.5K -$136K -5,504 -63%
PFBT
227
Parkside Financial Bank & Trust
Missouri
$76.3K – – –
EWA
228
Elevate Wealth Advisory
Georgia
$73.9K – – –
TH
229
TCTC Holdings
Texas
$71.6K +$71.6K +2,899 New
BBHC
230
Brown Brothers Harriman & Co
New York
$68.7K +$68.7K +2,780 New
PC
231
Promus Capital
Illinois
$68.1K +$68.1K +2,758 New
UFAC
232
Urban Financial Advisory Corp
Illinois
$64.5K +$494 +20 +0.8%
HFS
233
Horizon Financial Services
North Carolina
$49.8K +$667 +27 +1%
MHR
234
Matthew Hamilton Rosenberg
$47K -$469 -19 -1%
CCMI
235
Creative Capital Management Investments
California
$45.3K – – –
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$45K -$31.2K -1,262 -41%
MCM
237
MAI Capital Management
Ohio
$41.9K -$6.08K -246 -13%
VNA
238
Valley National Advisers
Pennsylvania
$29K -$28.2K -1,171 -49%
PTC
239
Private Trust Company
Ohio
$28.9K – – –
CCM
240
Chilton Capital Management
Texas
$28.1K +$28.1K +1,138 New
PA
241
Parallel Advisors
California
$26.1K -$16.4K -663 -39%
SFC
242
SYM Financial Corp
Indiana
$23.4K -$11.5K -465 -33%
S
243
SignatureFD
Georgia
$21.6K +$99 +4 +0.5%
BFO
244
Biltmore Family Office
North Carolina
$21K – – –
SI
245
Sava Infond
Slovenia
$19.8K – – –
T
246
Transce3nd
Texas
$18.9K +$667 +27 +4%
NMG
247
New Millennium Group
Utah
$16.4K – – –
RCM
248
Raleigh Capital Management
North Carolina
$16K +$123 +5 +0.8%
BL
249
BFSG LLC
California
$15.5K – – –
CI
250
CX Institutional
Indiana
$14K – – –
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