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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 %
Stifel Financial
176
Stifel Financial
Missouri
$288K +$8.99K +364 +3%
PCIA
177
Prime Capital Investment Advisors
Kansas
$288K -$36K -1,459 -11%
HFM
178
Harvest Fund Management
China
$282K +$282K +11,400 New
PA
179
Parkside Advisors
California
$277K +$277K +11,206 New
CWD
180
Clarity Wealth Development
Oregon
$271K +$11.9K +481 +5%
BP
181
Ballentine Partners
Massachusetts
$265K -$13.1K -531 -5%
IPWA
182
International Private Wealth Advisors
California
$258K +$9.9K +401 +4%
CAL
183
Capital Analysts LLC
Pennsylvania
$255K – – –
RCG
184
Regatta Capital Group
California
$253K – – –
CLOS
185
Compagnie Lombard Odier SCmA
Switzerland
$252K – – –
IAN
186
Integrated Advisors Network
Texas
$250K +$2.59K +105 +1%
TCOV
187
Trust Company of Vermont
Vermont
$247K +$149K +6,016 +151%
SG
188
StoneX Group
New York
$241K +$241K +9,768 New
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$241K -$68.6K -2,776 -22%
CA
190
Claro Advisors
Massachusetts
$237K -$81.5K -3,300 -26%
FFA
191
First Foundation Advisors
California
$229K – – –
MPW
192
MASECO Private Wealth
$222K +$222K +8,999 New
WT
193
Whittier Trust
California
$222K – – –
CastleKeep Investment Advisors
194
CastleKeep Investment Advisors
Connecticut
$220K +$766 +31 +0.3%
CA
195
Clearstead Advisors
Ohio
$215K -$26.6K -1,076 -11%
FCBT
196
First Citizens Bank & Trust
North Carolina
$212K -$94.9K -3,841 -31%
CPWM
197
Cypress Point Wealth Management
Texas
$208K -$19.9K -806 -9%
TSS
198
Two Sigma Securities
New York
$208K +$208K +8,425 New
P
199
Pitcairn
Pennsylvania
$206K – – –
ULWM
200
Upper Left Wealth Management
Florida
$206K +$206K +8,331 New
6 7
8
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