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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.

Holders
277
Holders Change
+3
Holders Change %
+1.09%
% of All Funds
3.72%
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
1
Jane Street
New York
$24.1M
2
Bank of America
2
Bank of America
North Carolina
$26M
3
NL
3
NEPC LLC
Massachusetts
$45.7M
4
SAG
4
SageView Advisory Group
California
$73M
5
SC
5
Savant Capital
Illinois
$64.8M

Top Sellers

1
WA
1
Waterford Advisors
New York
$7.48M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$33M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$48.2M
4
NWM
4
Nicola Wealth Management
British Columbia, Canada
$22.3M
5
WA
5
Wilshire Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFC
101
Morris Financial Concepts
South Carolina
$1.25M -$16.5K -670 -1%
FWMM
102
Foundation Wealth Management (Missouri)
Missouri
$1.2M -$19.5K -788 -2%
PCM
103
Peirce Capital Management
Texas
$1.17M +$1.17M +47,371 New
NA
104
NewEdge Advisors
Louisiana
$1.15M -$16.3K -659 -1%
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$1.14M +$331K +13,410 +41%
FG
106
Foster Group
Iowa
$1.1M -$93.2K -3,772 -8%
BCI
107
Brinker Capital Investments
Pennsylvania
$1.08M -$43.8K -1,773 -4%
NRWA
108
North Ridge Wealth Advisors
Oregon
$1.06M -$272 -11 -0%
Franklin Resources
109
Franklin Resources
California
$1.05M -$75.5K -3,057 -7%
LFA
110
Level Financial Advisors
New York
$1.03M -$189K -7,653 -15%
TWC
111
TD Waterhouse Canada
Ontario, Canada
$1.01M +$84.9K +3,418 +9%
CPA
112
Capital Performance Advisors
California
$1.01M +$296 +12 +0%
AIA
113
Accelerate Investment Advisors
California
$993K +$36.9K +1,493 +4%
DZ Bank
114
DZ Bank
Germany
$982K -$267K -10,824 -21%
MFG
115
MidWestOne Financial Group
Iowa
$978K -$310K -12,560 -24%
WWP
116
Waypoint Wealth Partners
California
$965K – – –
FFA
117
Farther Finance Advisors
California
$964K +$845K +34,193 +709%
SWM
118
Sterling Wealth Management
Illinois
$910K +$910K +36,838 New
PWM
119
Parkworth Wealth Management
California
$898K +$9.36K +379 +1%
Ameriprise
120
Ameriprise
Minnesota
$884K -$46.5K -1,886 -5%
Comerica Bank
121
Comerica Bank
Texas
$840K +$5.04K +204 +0.6%
MML Investors Services
122
MML Investors Services
Massachusetts
$829K +$10.7K +431 +1%
LFG
123
Larson Financial Group
Missouri
$824K -$209K -8,478 -20%
CNBOF
124
City National Bank of Florida
Florida
$822K +$120K +4,870 +17%
SW
125
Simplicity Wealth
New Jersey
$822K +$137K +5,530 +20%
3 4
5
6 7