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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 %
CastleKeep Investment Advisors
201
CastleKeep Investment Advisors
Connecticut
$215K +$215K +8,860 New
National Bank of Canada
202
National Bank of Canada
Quebec, Canada
$212K -$2.29M -94,418 -92%
P
203
Pitcairn
Pennsylvania
$203K -$18.9K -780 -9%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$182K -$35.1K -1,447 -16%
SC
205
SouthState Corp
Florida
$140K +$140K +5,790 New
OCM
206
Orion Capital Management
California
$132K -$1.07K -44 -0.8%
Citigroup
207
Citigroup
New York
$127K +$14.5K +596 +13%
BIM
208
Breakwater Investment Management
Washington
$124K – – –
OWP
209
ORG Wealth Partners
Texas
$123K – – –
SFFS
210
Stonehage Fleming Financial Services
Jersey
$118K -$97.8K -4,030 -45%
FFA
211
Farther Finance Advisors
California
$117K +$81.9K +3,371 +232%
PFM
212
Phillips Financial Management
Indiana
$109K – – –
TC
213
Tacita Capital
Ontario, Canada
$103K +$30.1K +1,242 +41%
DJSG
214
D.J. St. Germain
Massachusetts
$103K – – –
TCOV
215
Trust Company of Vermont
Vermont
$96.8K +$2.64K +109 +3%
SMA
216
Sage Mountain Advisors
Georgia
$90.5K -$19.4K -800 -18%
AF
217
Advisornet Financial
Minnesota
$87.7K +$825 +34 +0.9%
IWP
218
IAG Wealth Partners
Wisconsin
$86.9K – – –
EWP
219
Elevation Wealth Partners
California
$83.6K +$267 +11 +0.3%
PFBT
220
Parkside Financial Bank & Trust
Missouri
$74.9K +$74.9K +3,089 New
OSAM
221
O'Shaughnessy Asset Management
Connecticut
$74.8K +$49.5K +2,040 +195%
Toronto Dominion Bank
222
Toronto Dominion Bank
Ontario, Canada
$74.7K +$15.1K +624 +25%
EWA
223
Elevate Wealth Advisory
Georgia
$72.6K – – –
UFAC
224
Urban Financial Advisory Corp
Illinois
$62.9K +$62.9K +2,593 New
VNA
225
Valley National Advisers
Pennsylvania
$57K +$57K +2,374 New
7 8
9
10 11