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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 %
Q1WB
251
Quest 10 Wealth Builders
Virginia
$5.73K -$752 -31 -12%
NS
252
NBC Securities
Alabama
$5K +$5K +238 New
FDCDDQ
253
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5K +$5K +206 New
WWM
254
Wolff Wiese Magana
California
$4.85K -$582 -24 -11%
IRC
255
Investors Research Corp
Georgia
$4.76K – – –
IF
256
Integrity Financial
Wyoming
$4.63K +$4.63K +191 New
KFP
257
Keener Financial Planning
Texas
$4K – – –
HI
258
Harbour Investments
Wisconsin
$3.8K -$170 -7 -4%
CSC
259
Caldwell Sutter Capital
California
$3.47K – – –
CFD
260
Creative Financial Designs
Indiana
$3.45K – – –
PS
261
Principal Securities
Iowa
$3.31K – – –
MSWA
262
Marshall & Sterling Wealth Advisors
New York
$3.07K +$3.07K +127 New
MSFP
263
Mark Sheptoff Financial Planning
Connecticut
$3.06K – – –
HBW
264
Hazlett, Burt & Watson
West Virginia
$2K – – –
FFA
265
Founders Financial Alliance
North Carolina
$1.92K – – –
SWM
266
Spire Wealth Management
Virginia
$1.7K – – –
VCM
267
Versant Capital Management
Arizona
$1.36K – – –
GJIA
268
Glass Jacobson Investment Advisors
Maryland
$472 – – –
RWA
269
Redmont Wealth Advisors
Illinois
$437 +$437 +18 New
AF
270
Allworth Financial
California
$239 -$138K -5,793 -100%
CA
271
CoreCap Advisors
Michigan
$218 -$33.2K -1,372 -99%
SSB
272
Sandy Spring Bank
Maryland
$195 +$195 +8 New
HNB
273
Huntington National Bank
Ohio
$24 – – –
DCM
274
Davis Capital Management
Florida
$24 – – –
HFS
275
Hughes Financial Services
Virginia
$24 +$24 +1 New
8 9 10
11
12