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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 %
WSFS
251
Wilmington Savings Fund Society
Delaware
$12.4K +$12.4K +500 New
FGC
252
Financial Gravity Companies
Texas
$10.5K +$10.5K +424 New
MMCM
253
Murphy & Mullick Capital Management
New York
$10.3K – – –
GWSG
254
GPS Wealth Strategies Group
Colorado
$10.3K +$74 +3 +0.7%
KFP
255
Keener Financial Planning
Texas
$10K +$4.98K +202 +99%
AA
256
Ancora Advisors
Ohio
$9.66K +$9.66K +391 New
SPIA
257
Steward Partners Investment Advisory
New York
$8.82K +$2.08K +84 +31%
EWM
258
Evolution Wealth Management
Florida
$8.25K +$8.25K +334 New
HIW
259
Holos Integrated Wealth
Pennsylvania
$8.21K – – –
FRA
260
Front Row Advisors
California
$7.41K -$4.94K -200 -40%
GSWM
261
Golden State Wealth Management
California
$6.62K – – –
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.09K – – –
WWM
263
Wolff Wiese Magana
California
$4.94K – – –
IRC
264
Investors Research Corp
Georgia
$4.84K – – –
IF
265
Integrity Financial
Wyoming
$4.72K – – –
CSC
266
Caldwell Sutter Capital
California
$3.53K – – –
CFD
267
Creative Financial Designs
Indiana
$3.51K – – –
MSWA
268
Marshall & Sterling Wealth Advisors
New York
$3.15K +$25 +1 +0.8%
MSFP
269
Mark Sheptoff Financial Planning
Connecticut
$3.11K – – –
PS
270
Principal Securities
Iowa
$2.02K -$1.38K -56 -41%
HBW
271
Hazlett, Burt & Watson
West Virginia
$2K – – –
FFA
272
Founders Financial Alliance
North Carolina
$1.95K – – –
VCM
273
Versant Capital Management
Arizona
$1.38K – – –
DRP
274
Decker Retirement Planning
Utah
$1.06K +$1.06K +43 New
AF
275
Allworth Financial
California
$247 – – –
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