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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 %
BF
51
Brooklyn FI
New York
$6.49M +$742K +30,602 +13%
NGA
52
Naples Global Advisors
Florida
$6.47M +$413K +17,025 +7%
Creative Planning
53
Creative Planning
Kansas
$6.02M -$238K -9,799 -4%
CIC
54
Cutler Investment Counsel
Oregon
$6.01M +$1.49M +61,416 +33%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$5.7M +$3.81M +157,181 +202%
COPPSERS
56
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.3M +$1.97M +81,330 +59%
WANY
57
Wealthspire Advisors (New York)
New York
$4.86M +$88K +3,627 +2%
WA
58
Wilshire Advisors
California
$4.79M +$670K +109,303 +16%
CF
59
Corrigan Financial
Rhode Island
$4.6M -$49.7K -2,048 -1%
GBI
60
GP Brinson Investments
Illinois
$4.52M – – –
S
61
SimplyRich
California
$4.28M -$1.99M -81,872 -32%
AIM
62
Alhambra Investment Management
Florida
$4.2M +$95.7K +3,945 +2%
SCM
63
SOL Capital Management
Maryland
$3.65M +$37.4K +1,540 +1%
Osaic Holdings
64
Osaic Holdings
Arizona
$3.6M +$2.78M +114,405 +336%
RFG
65
RFP Financial Group
Georgia
$3.48M -$399K -16,438 -10%
FFG
66
Fiduciary Financial Group
California
$3.41M +$537K +23,934 +19%
SW
67
SVB Wealth
Massachusetts
$3.4M -$904K -37,272 -21%
AGA
68
Arkos Global Advisors
Texas
$3.32M +$191K +7,879 +6%
RCI
69
RS Crum Inc
California
$3.18M -$12.1K -500 -0.4%
SHFA
70
SC&H Financial Advisors
Maryland
$3.09M -$42.4K -1,749 -1%
CFO
71
Callan Family Office
Pennsylvania
$2.81M -$75K -3,090 -3%
GLA
72
Great Lakes Advisors
Illinois
$2.7M -$1.67M -68,728 -38%
AC
73
Apella Capital
Connecticut
$2.63M +$116K +5,091 +5%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$2.55M -$922K -38,010 -27%
CPP
75
Capasso Planning Partners
South Carolina
$2.54M +$123K +5,068 +5%
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