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iShares Global REIT ETF
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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 %
1WA
126
180 Wealth Advisors
Washington
$772K +$48.8K +2,007 +7%
CMMS
127
Comprehensive Money Management Services
Florida
$755K -$54.3K -2,240 -7%
Pathstone Holdings
128
Pathstone Holdings
New Jersey
$741K -$42.9K -1,770 -5%
SP
129
Symmetry Partners
Connecticut
$710K -$29.8K -1,227 -4%
IAS
130
Insigneo Advisory Services
Florida
$700K -$33.6K -1,387 -5%
CNBOF
131
City National Bank of Florida
Florida
$690K +$258K +10,622 +60%
AL
132
Aspiriant LLC
California
$686K -$248K -10,208 -27%
CAM
133
Cresset Asset Management
Illinois
$679K -$25.6K -1,054 -4%
EWA
134
EverSource Wealth Advisors
Alabama
$677K +$7.18K +296 +1%
SW
135
Simplicity Wealth
New Jersey
$674K +$242K +9,962 +56%
HG
136
Harbor Group
New Hampshire
$654K +$1.09K +45 +0.2%
GFP
137
Gryphon Financial Partners
Ohio
$643K +$9.66K +398 +2%
LAMC
138
Longview Asset Management (California)
California
$636K -$8.9K -367 -1%
AFA
139
Avant Financial Advisors
Texas
$629K -$2.35K -97 -0.4%
RG
140
Rathbones Group
United Kingdom
$624K +$34.2K +1,411 +6%
US Bancorp
141
US Bancorp
Minnesota
$589K – – –
WIM
142
WealthPlan Investment Management
Nebraska
$582K -$29.8K -1,228 -5%
CC
143
Courier Capital
New York
$577K +$48.9K +2,015 +9%
CPIG
144
Chicago Partners Investment Group
Illinois
$569K +$2.42K +99 +0.4%
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
$547K +$13.5K +557 +3%
SS
146
Sunbelt Securities
Texas
$521K -$9.58K -395 -2%
CI Investments Inc
147
CI Investments Inc
Ontario, Canada
$515K -$20.6K -848 -4%
TWP
148
Total Wealth Planning
Ohio
$507K -$37.3K -1,536 -7%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$486K -$6.84K -282 -1%
ACA
150
Aptus Capital Advisors
Alabama
$481K +$42.3K +1,745 +10%
4 5
6
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