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iShares Global REIT ETF

300 hedge funds and large institutions have $2.2B invested in iShares Global REIT ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 124 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 29

44% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 86

26% more capital invested

Capital invested by funds: $1.75B → $2.2B (+$447M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

6.23% more ownership

Funds ownership: 45.09%51.33% (+6.2%)

4% more funds holding

Funds holding: 289300 (+11)

Holders
300
Holders Change
+11
Holders Change %
+3.81%
% of All Funds
3.65%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
42
Increased
124
Reduced
86
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
76
Emerald Advisors
Washington
$2.63M +$214K +8,477 +9%
SMFG
77
Sumitomo Mitsui Financial Group
Japan
$2.62M +$12.8K +507 +0.5%
RCI
78
RS Crum Inc
California
$2.57M
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$2.37M +$1.22M +48,266 +104%
Raymond James Financial
80
Raymond James Financial
Florida
$2.33M -$159K -6,304 -6%
FPI
81
Financial Plan Inc
Washington
$2.29M +$2.32M +91,744 New
HBT
82
Hills Bank & Trust
Iowa
$2.25M -$82.4K -3,260 -3%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$2.25M +$261K +10,316 +13%
CFO
84
Callan Family Office
Pennsylvania
$2.24M -$237K -9,397 -9%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$2.19M +$36.3K +1,437 +2%
CPP
86
Capasso Planning Partners
South Carolina
$2.13M +$250K +9,913 +13%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$2.1M -$126K -4,974 -6%
Osaic Holdings
88
Osaic Holdings
Arizona
$2.08M -$641K -25,373 -23%
JWA
89
JFS Wealth Advisors
Pennsylvania
$1.98M -$115K -4,535 -5%
CA
90
Clune & Associates
Illinois
$1.96M +$291K +11,522 +17%
FWP
91
FAS Wealth Partners
Kansas
$1.94M -$8.51K -337 -0.4%
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$1.92M +$1.95M +77,139 New
TAM
93
Tocqueville Asset Management
New York
$1.84M +$1.86M +73,795 New
EWA
94
Exencial Wealth Advisors
Oklahoma
$1.75M -$11.4K -450 -0.6%
PCM
95
Payne Capital Management
New York
$1.74M +$155K +6,119 +10%
WA
96
Waverly Advisors
Alabama
$1.72M +$34.8K +1,379 +2%
5NPW
97
55 North Private Wealth
Florida
$1.63M +$1.65M +65,375 New
FNA
98
First National Advisers
Nebraska
$1.61M +$162K +6,400 +11%
NRI
99
NFP Retirement Inc
California
$1.6M -$96.3K -3,811 -6%
JP Morgan Chase
100
JP Morgan Chase
New York
$1.48M +$291K +11,505 +24%