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iShares Global REIT ETF
REET

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 %
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$2.42M – – –
SMFG
77
Sumitomo Mitsui Financial Group
Japan
$2.35M +$189K +7,775 +9%
JWA
78
JFS Wealth Advisors
Pennsylvania
$2.34M -$37.4K -1,540 -2%
AFO
79
Aurelius Family Office
New Hampshire
$2.24M +$10.2K +419 +0.5%
EA
80
Emerald Advisors
Washington
$2.19M +$261K +10,778 +14%
Raymond James Financial
81
Raymond James Financial
Florida
$2.04M -$143K -5,895 -7%
CFO
82
Collective Family Office
Pennsylvania
$2.02M -$57.7K -2,380 -3%
EWA
83
Exencial Wealth Advisors
Oklahoma
$1.91M +$78.4K +3,232 +4%
FWP
84
FAS Wealth Partners
Kansas
$1.86M +$22.7K +936 +1%
NRI
85
NFP Retirement Inc
California
$1.86M +$114K +4,701 +7%
CFG
86
Cornerstone Financial Group
Nebraska
$1.77M +$238K +9,685 +16%
MGW
87
MB Generational Wealth
Washington
$1.69M +$400K +16,470 +31%
WA
88
Waverly Advisors
Alabama
$1.69M -$31.9K -1,316 -2%
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$1.45M +$293K +12,092 +25%
CA
90
Clune & Associates
Illinois
$1.42M +$131K +5,389 +10%
FNA
91
First National Advisers
Nebraska
$1.41M – – –
MTC
92
Matrix Trust Company
Colorado
$1.38M +$454K +18,722 +49%
Mitsubishi UFJ Asset Management
93
Mitsubishi UFJ Asset Management
Japan
$1.37M -$27.3K -1,127 -2%
OFG
94
Oxford Financial Group
Indiana
$1.35M – – –
AWM
95
Aegis Wealth Management
Maryland
$1.33M +$51.2K +2,111 +4%
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$1.32M +$338K +15,646 +34%
MFG
97
MidWestOne Financial Group
Iowa
$1.27M -$2.18K -90 -0.2%
MFC
98
Morris Financial Concepts
South Carolina
$1.24M +$24.2K +998 +2%
DZ Bank
99
DZ Bank
Germany
$1.23M +$1.22M +50,461 +45,874%
QC
100
Quadrature Capital
United Kingdom
$1.2M -$175K -7,193 -13%
2 3
4
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