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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
3.71%
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
Jane Street
New York
+$24.1M
2
Bank of America
Bank of America
North Carolina
+$7.72M
3
NL
NEPC LLC
Massachusetts
+$7.15M
4
SAG
SageView Advisory Group
California
+$7.13M
5
SC
Savant Capital
Illinois
+$5.47M

Top Sellers

1
WA
Waterford Advisors
New York
-$57.6M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$45.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$18.7M
4
NWM
Nicola Wealth Management
British Columbia, Canada
-$5.56M
5
WA
Wilshire Advisors
California
-$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$144M +$2.53M +102,585 +2%
HSBC Holdings
2
HSBC Holdings
United Kingdom
$140M – – –
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$124M +$3.27M +132,509 +3%
BlackRock
4
BlackRock
New York
$122M +$7.34K +297 +0%
M&T Bank
5
M&T Bank
New York
$121M -$110K -4,465 -0.1%
Morgan Stanley
6
Morgan Stanley
New York
$83.8M -$52.3K -2,117 -0.1%
SAG
7
SageView Advisory Group
California
$73M +$7.13M +288,303 +11%
SC
8
Savant Capital
Illinois
$64.8M +$5.47M +221,576 +9%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$48.2M -$18.7M -756,418 -28%
NL
10
NEPC LLC
Massachusetts
$45.7M +$7.15M +289,566 +19%
LPL Financial
11
LPL Financial
California
$40M +$1.16M +46,834 +3%
HIG
12
Heritage Investment Group
Florida
$38.9M +$403K +16,308 +1%
PP
13
PDS Planning
Ohio
$35.1M +$1.56M +63,137 +5%
PCIG
14
Partners Capital Investment Group
Massachusetts
$33M -$45.3M -1,832,985 -58%
Goldman Sachs
15
Goldman Sachs
New York
$29.7M +$962K +38,956 +3%
MWM
16
Modera Wealth Management
New Jersey
$29.2M +$3.08M +124,689 +12%
HighTower Advisors
17
HighTower Advisors
Illinois
$28.8M -$260K -10,521 -0.9%
Bank of America
18
Bank of America
North Carolina
$26M +$7.72M +312,423 +42%
SMDAM
19
Sumitomo Mitsui DS Asset Management
Japan
$25.6M +$528K +21,359 +2%
Jane Street
20
Jane Street
New York
$24.1M +$24.1M +975,311 New
NWM
21
Nicola Wealth Management
British Columbia, Canada
$22.3M -$5.56M -225,000 -20%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$22M +$4.36M +176,473 +25%
DPI
23
Diversified Portfolios Inc
Michigan
$21.1M +$942K +38,133 +5%
CFA
24
Capstone Financial Advisors
Illinois
$20.8M +$83.6K +3,385 +0.4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$19.6M +$48.5K +1,965 +0.2%
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