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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 %
VA
1
Valmark Advisers
Ohio
$139M +$1.67M +68,963 +1%
HSBC Holdings
2
HSBC Holdings
United Kingdom
$138M – – –
BlackRock
3
BlackRock
New York
$120M +$6M +247,123 +5%
M&T Bank
4
M&T Bank
New York
$119M +$10.6M +435,670 +10%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$118M +$7.56M +311,477 +7%
Morgan Stanley
6
Morgan Stanley
New York
$82.4M +$299K +12,343 +0.4%
PCIG
7
Partners Capital Investment Group
Massachusetts
$76.9M +$29.6M +1,220,103 +63%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$65.7M -$3.4M -140,000 -5%
SAG
9
SageView Advisory Group
California
$64.6M +$6.93M +285,627 +12%
SC
10
Savant Capital
Illinois
$58.3M +$520K +21,416 +0.9%
LPL Financial
11
LPL Financial
California
$38.1M +$1.85M +76,211 +5%
NL
12
NEPC LLC
Massachusetts
$37.9M +$1.99M +82,034 +6%
HIG
13
Heritage Investment Group
Florida
$37.8M +$1.05M +43,349 +3%
PP
14
PDS Planning
Ohio
$33M +$946K +38,977 +3%
HighTower Advisors
15
HighTower Advisors
Illinois
$28.5M -$2.78M -114,591 -9%
Goldman Sachs
16
Goldman Sachs
New York
$28.3M -$3.01M -124,034 -10%
NWM
17
Nicola Wealth Management
British Columbia, Canada
$27.4M +$3.64M +150,000 +15%
MWM
18
Modera Wealth Management
New Jersey
$25.6M +$1.47M +60,388 +6%
SMDAM
19
Sumitomo Mitsui DS Asset Management
Japan
$24.7M +$1.49M +61,255 +6%
CFA
20
Capstone Financial Advisors
Illinois
$20.3M +$9.44K +389 +0%
DPI
21
Diversified Portfolios Inc
Michigan
$19.8M +$1.06M +43,596 +6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$19.2M -$279K -11,499 -1%
Bank of America
23
Bank of America
North Carolina
$18M -$2.29M -94,564 -11%
Wells Fargo
24
Wells Fargo
California
$17.4M -$147K -6,077 -0.8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$17.3M +$1.44M +59,239 +9%
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