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iShares Environmentally Aware Real Estate ETF

6 hedge funds and large institutions have $4.74M invested in iShares Environmentally Aware Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.54% less ownership

Funds ownership: 63.64%51.09% (-13%)

14% less funds holding

Funds holding: 76 (-1)

19% less capital invested

Capital invested by funds: $5.82M → $4.74M (-$1.09M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
6
Holders Change
-1
Holders Change %
-14.29%
% of All Funds
0.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.57M -$384K -15,000 -10%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$456K -$118K -4,604 -21%
LAMNM
3
Longview Asset Management (New Mexico)
New Mexico
$452K -$184K -7,199 -29%
VF
4
Vestment Financial
Minnesota
$238K +$237K +9,255 New
WP
5
WealthShield Partners
North Carolina
$18.1K
Morgan Stanley
6
Morgan Stanley
New York
$30
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
-$720K -26,130 Closed
Osaic Holdings
8
Osaic Holdings
Arizona
-$37K -1,472 Closed

ERET Hedge Fund Activity: Q1 2025 in Review

6 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in iShares Environmentally Aware Real Estate ETF (ERET) for Q1 2025, worth a combined $4.74M — down 19% from $5.82M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of ERET and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 0 added.

The largest buyer was Vestment Financial, opening a new position worth an estimated $237K. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $720K sold.

  • 6 institutional investors held iShares Environmentally Aware Real Estate ETF (ERET) as of Q1 2025, down from 7 in Q4 2024.
  • Funds reported $4.74M of iShares Environmentally Aware Real Estate ETF stock for Q1 2025, down 19% quarter-over-quarter.
  • 1 fund opened new iShares Environmentally Aware Real Estate ETF positions in Q1 2025 and 2 closed out, a net change of -1 holder.
  • The largest iShares Environmentally Aware Real Estate ETF buyer in Q1 2025 was Vestment Financial, an estimated $237K added.
  • The largest iShares Environmentally Aware Real Estate ETF seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $720K sold.

Based on aggregated 13F filings for Q1 2025.