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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 %
KA
276
Kooman & Associates
Pennsylvania
– -$5.63M -234,848 Closed
AWA
277
Arete Wealth Advisors
Illinois
– -$3.02M -125,932 Closed
Macquarie Group
278
Macquarie Group
Australia
– -$1.69M -70,613 Closed
CA
279
Crossingbridge Advisors
New York
– -$1.44M -60,000 Closed
CCM
280
Cullen Capital Management
New York
– -$1.23M -51,410 Closed
NL
281
NWAM LLC
Washington
– -$643K -26,839 Closed
Natixis Advisors
282
Natixis Advisors
Massachusetts
– -$395K -16,479 Closed
Susquehanna International Group
283
Susquehanna International Group
Pennsylvania
– -$376K -15,686 Closed
MWM
284
McMill Wealth Management
Nebraska
– -$360K -15,039 Closed
WA
285
Wealth Alliance
New York
– -$323K -13,486 Closed
WMN
286
Wealth Management Nebraska
Nebraska
– -$295K -13,371 Closed
TW
287
Traveka Wealth
California
– -$320K -13,349 Closed
FI
288
FWG Investments
Kentucky
– -$250K -10,434 Closed
GM
289
GeoWealth Management
Illinois
– -$230K -9,614 Closed
KAS
290
Kestra Advisory Services
Texas
– -$228K -9,496 Closed
SEIA
291
Signature Estate & Investment Advisors
California
– -$205K -8,548 Closed
AAP
292
Arax Advisory Partners
Colorado
– -$50.5K -2,108 Closed
WSFS
293
Wilmington Savings Fund Society
Delaware
– -$4.05K -169 Closed
FWM
294
FLP Wealth Management
Arkansas
– -$1.79K -75 Closed
GWM
295
Geneos Wealth Management
Colorado
– -$1.8K -75 Closed
ME
296
McIlrath & Eck
Washington
– -$959 -40 Closed
AssetMark Inc
297
AssetMark Inc
California
– -$144 -6 Closed
TRCT
298
Tower Research Capital (TRC)
New York
– -$72 -3 Closed
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