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iShares Global REIT ETF
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Overview Fund Activity

274 hedge funds and large institutions have $1.84B invested in iShares Global REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 110 increasing their positions, 95 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-11
Holders Change %
-3.86%
% of All Funds
3.72%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
22
Increased
110
Reduced
95
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIG
Partners Capital Investment Group
Massachusetts
+$29.6M
2
M&T Bank
M&T Bank
New York
+$10.6M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$8.13M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.56M
5
Amundi
Amundi
France
+$7.54M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$7.68M
2
KA
Kooman & Associates
Pennsylvania
-$5.63M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.4M
4
AWA
Arete Wealth Advisors
Illinois
-$3.02M
5
Goldman Sachs
Goldman Sachs
New York
-$3.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
226
Quadrant Capital Group
Ohio
$53.7K – – –
HFS
227
Horizon Financial Services
North Carolina
$48.3K +$48.3K +1,989 New
MCM
228
MAI Capital Management
Ohio
$47.2K -$412 -17 -0.9%
MHR
229
Matthew Hamilton Rosenberg
$46.6K – – –
CCMI
230
Creative Capital Management Investments
California
$44.5K – – –
PA
231
Parallel Advisors
California
$41.7K -$27K -1,113 -39%
CA
232
Continuum Advisory
Idaho
$35.6K -$1.82K -75 -5%
SFC
233
SYM Financial Corp
Indiana
$34.3K – – –
PTC
234
Private Trust Company
Ohio
$28.4K – – –
S
235
SignatureFD
Georgia
$21.2K +$7.96K +328 +60%
BFO
236
Biltmore Family Office
North Carolina
$20.6K – – –
SI
237
Sava Infond
Slovenia
$19.4K -$20.6K -850 -52%
T
238
Transce3nd
Texas
$17.9K +$7.79K +321 +77%
NMG
239
New Millennium Group
Utah
$16.1K – – –
RCM
240
Raleigh Capital Management
North Carolina
$15.6K -$461 -19 -3%
BL
241
BFSG LLC
California
$15.3K – – –
CI
242
CX Institutional
Indiana
$14K +$14K +574 New
GT
243
Glenmede Trust
Pennsylvania
$13.9K -$123K -5,090 -90%
FRA
244
Front Row Advisors
California
$12.1K – – –
FGAM
245
Financial Gravity Asset Management
Texas
$10.3K +$10.3K +424 New
MMCM
246
Murphy & Mullick Capital Management
New York
$10.2K – – –
GWSG
247
GPS Wealth Strategies Group
Colorado
$10K +$7.77K +320 +348%
HIW
248
Holos Integrated Wealth
Pennsylvania
$8.05K – – –
SPIA
249
Steward Partners Investment Advisory
New York
$6.62K -$119K -4,914 -95%
GSWM
250
Golden State Wealth Management
California
$6.5K – – –
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