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iShares Global REIT ETF
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Overview Fund Activity

277 hedge funds and large institutions have $1.87B invested in iShares Global REIT ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 97 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+3
Holders Change %
+1.09%
% 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
102
Reduced
97
Closed
16
Calls
$321K
Puts
–
Net Calls
+$321K
Net Calls Change
+$321K

Top Buyers

1
Jane Street
Jane Street
New York
+$24.1M
2
Bank of America
Bank of America
North Carolina
+$7.72M
3
NL
NEPC LLC
Massachusetts
+$7.15M
4
SAG
SageView Advisory Group
California
+$7.13M
5
SC
Savant Capital
Illinois
+$5.47M

Top Sellers

1
WA
Waterford Advisors
New York
-$57.6M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$45.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$18.7M
4
NWM
Nicola Wealth Management
British Columbia, Canada
-$5.56M
5
WA
Wilshire Advisors
California
-$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
51
Waterford Advisors
New York
$7.48M -$57.6M -265,092 -89%
NGA
52
Naples Global Advisors
Florida
$7.1M +$511K +20,671 +8%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$6.84M +$1.04M +42,167 +18%
CIC
54
Cutler Investment Counsel
Oregon
$6.72M +$600K +24,288 +10%
Creative Planning
55
Creative Planning
Kansas
$6.06M -$67.7K -2,739 -1%
PB
56
Prime Buchholz
New Hampshire
$5.81M -$2.07M -84,000 -26%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$4.89M -$2.49M -99,974 -34%
WANY
58
Wealthspire Advisors (New York)
New York
$4.76M -$188K -7,605 -4%
GBI
59
GP Brinson Investments
Illinois
$4.6M – – –
AIM
60
Alhambra Investment Management
Florida
$4.27M -$5.71K -231 -0.1%
S
61
SimplyRich
California
$4.18M -$175K -7,099 -4%
FFG
62
Fiduciary Financial Group
California
$3.94M +$162K +6,535 +4%
SCM
63
SOL Capital Management
Maryland
$3.72M -$741 -30 -0%
Toronto Dominion Bank
64
Toronto Dominion Bank
Ontario, Canada
$3.71M +$3.63M +146,920 +4,770%
RFG
65
RFP Financial Group
Georgia
$3.47M -$76.5K -3,098 -2%
Osaic Holdings
66
Osaic Holdings
Arizona
$3.33M -$330K -13,402 -9%
AGA
67
Arkos Global Advisors
Texas
$3.21M -$177K -7,171 -5%
SHFA
68
SC&H Financial Advisors
Maryland
$3.12M -$19.3K -782 -0.6%
GLA
69
Great Lakes Advisors
Illinois
$2.85M +$101K +4,094 +4%
HBT
70
Hills Bank & Trust
Iowa
$2.69M +$2.69M +108,843 New
CFO
71
Collective Family Office
Pennsylvania
$2.55M +$497K +20,113 +24%
SMFG
72
Sumitomo Mitsui Financial Group
Japan
$2.49M +$94.9K +3,843 +4%
CFO
73
Callan Family Office
Pennsylvania
$2.45M -$413K -16,726 -14%
AFO
74
Aurelius Family Office
New Hampshire
$2.38M +$97.3K +3,938 +4%
Mirae Asset Global Investments
75
Mirae Asset Global Investments
South Korea
$2.32M -$200K -8,095 -8%
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