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iShares Global REIT ETF
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Overview Fund Activity

276 hedge funds and large institutions have $1.86B invested in iShares Global REIT ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 101 increasing their positions, 97 reducing their positions, and 16 closing their positions.

Holders
276
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
3.71%
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
101
Reduced
97
Closed
16
Calls
$321K
Puts
–
Net Calls
+$321K
Net Calls Change
+$321K

Top Buyers

1
Jane Street
1
Jane Street
New York
$24.1M
2
Bank of America
2
Bank of America
North Carolina
$26M
3
NL
3
NEPC LLC
Massachusetts
$45.7M
4
SAG
4
SageView Advisory Group
California
$73M
5
SC
5
Savant Capital
Illinois
$64.8M

Top Sellers

1
WA
1
Waterford Advisors
New York
$7.48M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$33M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$48.2M
4
NWM
4
Nicola Wealth Management
British Columbia, Canada
$22.3M
5
WA
5
Wilshire Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
51
Waterford Advisors
New York
$7.48M 34,411 -265,092 -89%
NGA
52
Naples Global Advisors
Florida
$7.1M 287,456 +20,671 +8%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$6.84M 276,997 +42,167 +18%
CIC
54
Cutler Investment Counsel
Oregon
$6.72M 272,096 +24,288 +10%
Creative Planning
55
Creative Planning
Kansas
$6.06M 245,241 -2,739 -1%
PB
56
Prime Buchholz
New Hampshire
$5.81M 235,330 -84,000 -26%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$4.89M 196,002 -99,974 -34%
WANY
58
Wealthspire Advisors (New York)
New York
$4.76M 192,801 -7,605 -4%
GBI
59
GP Brinson Investments
Illinois
$4.6M 186,339 – –
AIM
60
Alhambra Investment Management
Florida
$4.27M 172,869 -231 -0.1%
S
61
SimplyRich
California
$4.18M 169,422 -7,099 -4%
FFG
62
Fiduciary Financial Group
California
$3.94M 158,507 +6,535 +4%
SCM
63
SOL Capital Management
Maryland
$3.72M 150,600 -30 -0%
Toronto Dominion Bank
64
Toronto Dominion Bank
Ontario, Canada
$3.71M 150,000 +146,920 +4,770%
RFG
65
RFP Financial Group
Georgia
$3.47M 140,404 -3,098 -2%
Osaic Holdings
66
Osaic Holdings
Arizona
$3.33M 135,084 -13,402 -9%
AGA
67
Arkos Global Advisors
Texas
$3.21M 129,737 -7,171 -5%
SHFA
68
SC&H Financial Advisors
Maryland
$3.12M 126,454 -782 -0.6%
GLA
69
Great Lakes Advisors
Illinois
$2.85M 115,379 +4,094 +4%
HBT
70
Hills Bank & Trust
Iowa
$2.69M 108,843 +108,843 New
CFO
71
Collective Family Office
Pennsylvania
$2.55M 103,198 +20,113 +24%
SMFG
72
Sumitomo Mitsui Financial Group
Japan
$2.49M 100,850 +3,843 +4%
CFO
73
Callan Family Office
Pennsylvania
$2.45M 99,216 -16,726 -14%
AFO
74
Aurelius Family Office
New Hampshire
$2.38M 96,381 +3,938 +4%
Mirae Asset Global Investments
75
Mirae Asset Global Investments
South Korea
$2.32M 93,891 -8,095 -8%
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