REET icon

iShares Global REIT ETF
REET

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 %
CA
176
Claro Advisors
Massachusetts
$313K +$19.2K +790 +7%
AA
177
Aire Advisors
California
$304K -$166K -6,839 -35%
Envestnet Portfolio Solutions
178
Envestnet Portfolio Solutions
Illinois
$304K -$23.8K -981 -7%
FCBT
179
First Citizens Bank & Trust
North Carolina
$302K -$31K -1,279 -9%
IWC
180
Integrated Wealth Concepts
Massachusetts
$293K +$509 +21 +0.2%
TFA
181
TPG Financial Advisors
Oregon
$287K -$693K -28,586 -71%
AF
182
Aviso Financial
Ontario, Canada
$278K +$278K +11,453 New
Stifel Financial
183
Stifel Financial
Missouri
$274K +$24.5K +1,008 +10%
BP
184
Ballentine Partners
Massachusetts
$273K +$59.4K +2,449 +28%
Betterment LLC
185
Betterment LLC
New York
$268K +$13.4K +552 +5%
FMN
186
Financial Management Network
California
$256K -$1.93K -88 -0.7%
CWD
187
Clarity Wealth Development
Oregon
$253K +$253K +10,484 New
CAL
188
Capital Analysts LLC
Pennsylvania
$250K -$14K -578 -5%
RCG
189
Regatta Capital Group
California
$248K -$3.76K -155 -1%
CLOS
190
Compagnie Lombard Odier SCmA
Switzerland
$247K – – –
IPWA
191
International Private Wealth Advisors
California
$243K +$33.9K +1,396 +16%
IAN
192
Integrated Advisors Network
Texas
$243K – – –
UB
193
UMB Bank
Missouri
$238K -$69.5K -2,863 -23%
CA
194
Clearstead Advisors
Ohio
$238K -$5.39K -222 -2%
TCM
195
Triumph Capital Management
Colorado
$235K -$16.1K -663 -6%
Mirae Asset Global Investments
196
Mirae Asset Global Investments
South Korea
$233K -$38.8K -16,955 -14%
DE
197
Diversified Enterprises
Delaware
$229K -$178K -7,344 -44%
FFA
198
First Foundation Advisors
California
$225K – – –
CPWM
199
Cypress Point Wealth Management
Texas
$224K -$44.6K -1,838 -17%
WT
200
Whittier Trust
California
$218K – – –
6 7
8
9 10