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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.

New
Increased
Maintained
Reduced
Closed
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 %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$495K +$49 +2 +0%
LWL
152
Leo Wealth LLC
Texas
$486K +$9.86K +399 +2%
EH
153
Equitable Holdings
New York
$481K – – –
SWM
154
Seaside Wealth Management
California
$478K +$20.8K +842 +5%
BPA
155
Beacon Pointe Advisors
California
$469K -$16.1K -651 -3%
GWANC
156
Guardian Wealth Advisors (North Carolina)
North Carolina
$441K +$14.7K +595 +3%
PWMG
157
Private Wealth Management Group
New Jersey
$428K -$34.4K -1,394 -7%
Squarepoint
158
Squarepoint
New York
$426K +$426K +17,236 New
Pathstone Holdings
159
Pathstone Holdings
New Jersey
$413K -$341K -13,820 -45%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$404K +$543 +22 +0.1%
Betterment LLC
161
Betterment LLC
New York
$393K +$120K +4,871 +44%
CA
162
CGN Advisors
Kansas
$393K +$393K +15,892 New
MWM
163
Mission Wealth Management
California
$389K -$26.8K -1,084 -6%
D.E. Shaw & Co
164
D.E. Shaw & Co
New York
$384K -$55.2K -2,235 -13%
AHL
165
Abel Hall LLC
Louisiana
$376K -$58.1K -2,352 -13%
PGFC
166
Peapack-Gladstone Financial Corp
New Jersey
$373K +$36.2K +1,466 +11%
FIB
167
First Interstate Bank
Montana
$358K – – –
OIA
168
OneDigital Investment Advisors
Kansas
$340K -$128K -5,180 -27%
Mariner
169
Mariner
Kansas
$334K +$692 +28 +0.2%
AA
170
Aire Advisors
California
$322K +$12.6K +510 +4%
RSF
171
Rik Saylor Financial
Ohio
$321K -$3.98K -161 -1%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$316K -$121K -4,891 -28%
AF
173
Aviso Financial
Ontario, Canada
$303K +$20.1K +814 +7%
FMN
174
Financial Management Network
California
$294K +$3.29K +132 +1%
IWC
175
Integrated Wealth Concepts
Massachusetts
$288K -$9.56K -387 -3%
5 6
7
8 9