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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 %
Amundi
26
Amundi
France
$16.6M +$7.54M +318,100 +83%
MD
27
Money Design
Japan
$16.2M +$3.79M +156,267 +31%
BOPW
28
Brandywine Oak Private Wealth
Pennsylvania
$14.9M +$364K +15,024 +3%
OCM
29
One Capital Management
California
$13.9M +$7.23K +298 +0.1%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.4M -$66.4K -2,738 -0.5%
BSWM
31
Boston Standard Wealth Management
Massachusetts
$12.8M -$889K -38,223 -6%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$12.4M -$1.52M -62,720 -11%
CHA
33
Cooper/Haims Advisors
New York
$12.1M +$486K +20,053 +4%
QC
34
Quent Capital
New York
$11.9M +$4.59K +189 +0%
BW
35
BIP Wealth
Georgia
$11M +$703K +28,968 +7%
EFL
36
ERn Financial LLC
Wisconsin
$10M -$173K -7,114 -2%
MBFW
37
Morton Brown Family Wealth
Pennsylvania
$9.86M +$366K +15,068 +4%
Corient Private Wealth
38
Corient Private Wealth
Florida
$9.61M -$1M -41,248 -9%
WPW
39
Waldron Private Wealth
Pennsylvania
$9.5M -$2.61M -107,544 -22%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$9.05M +$1.86M +76,596 +26%
FWA
41
FSM Wealth Advisors
Ohio
$8.23M +$1.85M +76,188 +29%
VAS
42
Vestmark Advisory Solutions
Massachusetts
$8.13M +$8.13M +335,016 New
WIA
43
World Investment Advisors
California
$7.87M +$812K +33,462 +12%
Asset Management One
44
Asset Management One
Japan
$7.79M -$509K -21,000 -6%
PB
45
Prime Buchholz
New Hampshire
$7.75M – – –
LEFP
46
Leading Edge Financial Planning
Tennessee
$7.74M +$49K +2,020 +0.6%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$7.58M +$320K +13,191 +4%
B
48
Bailard
California
$7.33M -$13.4K -552 -0.2%
WA
49
Waterford Advisors
New York
$7.27M +$345K +14,232 +5%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$7.18M -$7.68M -316,406 -52%
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