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iShares Global REIT ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Raymond James Financial
76
Raymond James Financial
Florida
$2.32M +$243K +9,829 +12%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$2.31M -$282K -11,404 -11%
UBS Group
78
UBS Group
Switzerland
$2.31M +$1.09M +43,951 +89%
EA
79
Emerald Advisors
Washington
$2.28M +$53.5K +2,167 +2%
AC
80
Apella Capital
Connecticut
$2.22M -$622K -25,126 -22%
JWA
81
JFS Wealth Advisors
Pennsylvania
$2.11M -$271K -10,985 -11%
FPAS
82
Focus Partners Advisor Solutions
Missouri
$2.08M +$927K +37,544 +81%
FWP
83
FAS Wealth Partners
Kansas
$1.96M +$62K +2,511 +3%
CFG
84
Cornerstone Financial Group
Nebraska
$1.89M +$120K +4,850 +7%
CPP
85
Capasso Planning Partners
South Carolina
$1.88M -$712K -28,832 -27%
EWA
86
Exencial Wealth Advisors
Oklahoma
$1.78M -$163K -6,581 -8%
WA
87
Waverly Advisors
Alabama
$1.72M
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$1.68M +$174K +7,063 +12%
OMC
89
Old Mission Capital
Illinois
$1.64M +$1.64M +66,334 New
NRI
90
NFP Retirement Inc
California
$1.63M -$268K -10,848 -14%
CA
91
Clune & Associates
Illinois
$1.6M +$151K +6,117 +10%
SW
92
SVB Wealth
Massachusetts
$1.58M -$1.89M -76,430 -54%
Jones Financial Companies
93
Jones Financial Companies
Missouri
$1.52M +$496K +20,192 +48%
XPN
94
XY Planning Network
Montana
$1.45M +$1.45M +58,651 New
FNA
95
First National Advisers
Nebraska
$1.44M
MTC
96
Matrix Trust Company
Colorado
$1.41M +$12.6K +510 +0.9%
Mitsubishi UFJ Asset Management
97
Mitsubishi UFJ Asset Management
Japan
$1.4M
OFG
98
Oxford Financial Group
Indiana
$1.39M +$18.2K +738 +1%
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$1.39M -$82.2K -3,326 -6%
AWM
100
Aegis Wealth Management
Maryland
$1.33M