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iShares Global REIT ETF

300 hedge funds and large institutions have $2.2B invested in iShares Global REIT ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 124 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 29

44% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 86

26% more capital invested

Capital invested by funds: $1.75B → $2.2B (+$447M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

6.23% more ownership

Funds ownership: 45.09%51.33% (+6.2%)

4% more funds holding

Funds holding: 289300 (+11)

Holders
300
Holders Change
+11
Holders Change %
+3.81%
% of All Funds
3.65%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
42
Increased
124
Reduced
86
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSWM
26
Boston Standard Wealth Management
Massachusetts
$16.6M +$789K +31,228 +5%
Corient Private Wealth
27
Corient Private Wealth
Florida
$16.5M +$14.6M +577,589 +678%
DPI
28
Diversified Portfolios Inc
Michigan
$14.7M -$7.45M -294,958 -33%
CHA
29
Cooper/Haims Advisors
New York
$14M +$706K +27,926 +5%
FWA
30
FSM Wealth Advisors
Ohio
$13.4M +$1.44M +57,089 +12%
QC
31
Quent Capital
New York
$12.6M +$41.6K +1,648 +0.3%
QLSGSCF
32
Quent Long Short Global Small Cap Fund
New York
$12.6M +$12.8M +505,219 New
BW
33
BIP Wealth
Georgia
$12.1M +$375K +14,824 +3%
MBFW
34
Morton Brown Family Wealth
Pennsylvania
$11.8M +$918K +36,346 +8%
BF
35
Brooklyn FI
New York
$11.6M +$1.84M +72,854 +19%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$10.9M -$8.56M -338,727 -44%
EFL
37
ERn Financial LLC
Wisconsin
$10.5M +$307K +12,134 +3%
NGA
38
Naples Global Advisors
Florida
$9.19M +$1.47M +58,054 +19%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.99M -$330K -13,076 -4%
WPW
40
Waldron Private Wealth
Pennsylvania
$8.95M -$24.3K -960 -0.3%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$8.18M +$312K +12,345 +4%
CIC
42
Cutler Investment Counsel
Oregon
$8.07M +$667K +26,387 +9%
WIA
43
World Investment Advisors
California
$8M +$145K +5,725 +2%
VAS
44
Vestmark Advisory Solutions
Massachusetts
$7.99M +$155K +6,137 +2%
LEFP
45
Leading Edge Financial Planning
Tennessee
$7.57M -$71K -2,809 -0.9%
Asset Management One
46
Asset Management One
Japan
$7.31M
B
47
Bailard
California
$6.05M -$1.53M -60,692 -20%
CWL
48
Causey Wealth LLC
Colorado
$5.94M +$679K +26,857 +13%
Creative Planning
49
Creative Planning
Kansas
$5.87M +$65.1K +2,576 +1%
PB
50
Prime Buchholz
New Hampshire
$5.87M