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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 %
MAM
151
McLean Asset Management
Virginia
$480K +$8.61K +399 +2%
BPA
152
Beacon Pointe Advisors
California
$476K – – –
EH
153
Equitable Holdings
New York
$472K – – –
LWL
154
Leo Wealth LLC
Texas
$468K -$6.41K -264 -1%
TPWM
155
Twelve Points Wealth Management
Massachusetts
$465K +$12.6K +521 +3%
OIA
156
OneDigital Investment Advisors
Kansas
$460K -$10.4K -428 -2%
PWMG
157
Private Wealth Management Group
New Jersey
$455K -$58.7K -2,421 -11%
AAS
158
Ameritas Advisory Services
Nebraska
$453K -$3.01K -124 -0.7%
SWM
159
Seaside Wealth Management
California
$449K +$922 +38 +0.2%
D.E. Shaw & Co
160
D.E. Shaw & Co
New York
$432K +$211K +8,715 +96%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$429K -$30K -1,235 -7%
AHL
162
Abel Hall LLC
Louisiana
$427K – – –
GWANC
163
Guardian Wealth Advisors (North Carolina)
North Carolina
$419K +$30.8K +1,270 +8%
SAM
164
Strive Asset Management
Ohio
$413K -$26K -1,072 -6%
MWM
165
Mission Wealth Management
California
$409K -$4.88K -201 -1%
IA
166
IFP Advisors
Florida
$398K -$52.8K -2,175 -12%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$396K -$10.6K -435 -3%
VF
168
Virtu Financial
New York
$395K +$395K +16,293 New
IF
169
Intrua Financial
Texas
$368K +$368K +15,150 New
HF
170
HRT Financial
New York
$363K +$363K +14,992 New
FIB
171
First Interstate Bank
Montana
$352K -$11.2K -461 -3%
PGFC
172
Peapack-Gladstone Financial Corp
New Jersey
$331K -$16.4K -674 -5%
Mariner
173
Mariner
Kansas
$327K +$4.66K +192 +1%
RSF
174
Rik Saylor Financial
Ohio
$319K -$8.42K -347 -3%
PCIA
175
Prime Capital Investment Advisors
Kansas
$318K +$2.18K +90 +0.7%
5 6
7
8 9