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iShares Global REIT ETF

300 hedge funds and large institutions have $2.2B invested in iShares Global REIT ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 124 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 28

44% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 86

26% more capital invested

Capital invested by funds: $1.75B → $2.2B (+$447M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

6.23% more ownership

Funds ownership: 45.09%51.33% (+6.2%)

4% more funds holding

Funds holding: 289300 (+11)

Holders
300
Holders Change
+11
Holders Change %
+3.81%
% of All Funds
3.65%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
42
Increased
124
Reduced
86
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$294M +$298M +11,787,000 New
VA
2
Valmark Advisers
Ohio
$157M +$6.01M +237,762 +4%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$153M +$17.5M +692,016 +13%
BlackRock
4
BlackRock
New York
$125M +$3.55M +140,498 +3%
M&T Bank
5
M&T Bank
New York
$119M -$641K -25,382 -0.5%
PL
6
Polianta Ltd
Jersey
$90.7M +$91.8M +3,634,000 New
Goldman Sachs
7
Goldman Sachs
New York
$86.9M +$55.1M +2,181,940 +167%
Morgan Stanley
8
Morgan Stanley
New York
$85M -$1.12M -44,367 -1%
SAG
9
SageView Advisory Group
California
$82M +$6.22M +246,331 +8%
SC
10
Savant Capital
Illinois
$61.4M -$2.95M -116,841 -5%
NL
11
NEPC LLC
Massachusetts
$50.9M +$10.1M +397,810 +24%
LPL Financial
12
LPL Financial
California
$44.3M +$1.84M +72,853 +4%
SMDAM
13
Sumitomo Mitsui DS Asset Management
Japan
$43.2M -$1.67M -66,106 -4%
HIG
14
Heritage Investment Group
Florida
$42.2M +$1.97M +78,144 +5%
PCIG
15
Partners Capital Investment Group
Massachusetts
$39M +$3.8M +150,465 +11%
PP
16
PDS Planning
Ohio
$38.3M +$1.59M +62,927 +4%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$35M -$3.61M -143,001 -9%
MWM
18
Modera Wealth Management
New Jersey
$32.4M +$2.63M +103,954 +9%
HighTower Advisors
19
HighTower Advisors
Illinois
$31.2M +$994K +39,360 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$22.5M -$225K -8,920 -1%
CFA
21
Capstone Financial Advisors
Illinois
$21.2M +$104K +4,132 +0.5%
Bank of America
22
Bank of America
North Carolina
$18.9M +$568K +22,473 +3%
Amundi
23
Amundi
France
$17.5M
BOPW
24
Brandywine Oak Private Wealth
Pennsylvania
$17.2M +$981K +38,844 +6%
Wells Fargo
25
Wells Fargo
California
$16.8M -$816K -32,305 -5%