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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 %
EAMA
201
EFG Asset Management (Americas)
Florida
$201K +$201K +8,144 New
AA
202
Advisory Alpha
Michigan
$200K +$200K +8,097 New
Fidelity Investments
203
Fidelity Investments
Massachusetts
$191K +$5.56K +225 +3%
AAS
204
Ameritas Advisory Services
Nebraska
$190K -$272K -10,993 -59%
GIM
205
Glenmede Investment Management
Pennsylvania
$190K +$190K +7,674 New
UB
206
UMB Bank
Missouri
$172K -$70.2K -2,841 -29%
EWA
207
EverSource Wealth Advisors
Alabama
$170K -$520K -21,035 -75%
IA
208
IFP Advisors
Florida
$165K -$240K -9,705 -59%
SC
209
SouthState Corp
Florida
$148K +$5.19K +210 +4%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$146K +$146K +5,902 New
GRP
211
Global Retirement Partners
California
$138K +$138K +5,568 New
Citigroup
212
Citigroup
New York
$137K +$7.68K +311 +6%
OCM
213
Orion Capital Management
California
$135K +$222 +9 +0.2%
OWP
214
ORG Wealth Partners
Texas
$126K – – –
BIM
215
Breakwater Investment Management
Washington
$121K -$5.34K -216 -4%
SFFS
216
Stonehage Fleming Financial Services
Jersey
$120K – – –
HNB
217
Huntington National Bank
Ohio
$116K -$24 – –
PFM
218
Phillips Financial Management
Indiana
$111K – – –
TC
219
Tacita Capital
Ontario, Canada
$105K – – –
DJSG
220
D.J. St. Germain
Massachusetts
$105K – – –
AF
221
Advisornet Financial
Minnesota
$103K +$14.2K +573 +16%
SMA
222
Sage Mountain Advisors
Georgia
$92.2K – – –
IWP
223
IAG Wealth Partners
Wisconsin
$88.5K – – –
NS
224
NBC Securities
Alabama
$87K +$81.1K +3,292 +1,383%
EWP
225
Elevation Wealth Partners
California
$85.5K +$395 +16 +0.5%
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