iShares Environmentally Aware Real Estate ETF
ERET
9 hedge funds and large institutions have $4.92M invested in iShares Environmentally Aware Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more funds holding
Funds holding: 6 → 9 (+3)
4% more capital invested
Capital invested by funds: $4.74M → $4.92M (+$185K)
0.27% more ownership
Funds ownership: 51.09% → 51.36% (+0.27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$333K |
| 2 |
WA
Westfuller Advisors
New York
|
+$202K |
| 3 |
VF
Vestment Financial
Chanhassen,
Minnesota
|
+$54.7K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$34.3K |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$1.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$456K |
| 2 |
LAMNM
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
-$142K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $3.69M | – | – | – |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $342K | +$333K | +12,839 | New |
|
|
LAMNM
3
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
| $322K | -$142K | -5,473 | -31% |
|
|
VF
4
Vestment Financial
Chanhassen,
Minnesota
| $304K | +$54.7K | +2,107 | +23% |
|
|
WA
5
Westfuller Advisors
New York
| $207K | +$202K | +7,794 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $35.1K | +$34.3K | +1,320 | New |
|
|
WP
7
WealthShield Partners
Cary,
North Carolina
| $20.6K | +$1.9K | +73 | +10% |
|
8
UBS Group
Zurich,
Switzerland
| $346 | +$337 | +13 | New |
|
9
Morgan Stanley
New York
| $31 | – | – | – |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$456K | -17,716 | Closed |
|
ERET Hedge Fund Activity: Q2 2025 in Review
9 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in iShares Environmentally Aware Real Estate ETF (ERET) for Q2 2025, worth a combined $4.92M — up 3.9% from $4.74M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ERET positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $333K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $456K sold.
- 9 institutional investors held iShares Environmentally Aware Real Estate ETF (ERET) as of Q2 2025, up from 6 in Q1 2025.
- Funds reported $4.92M of iShares Environmentally Aware Real Estate ETF stock for Q2 2025, up 3.9% quarter-over-quarter.
- 4 funds opened new iShares Environmentally Aware Real Estate ETF positions in Q2 2025 and 1 closed out, a net change of +3 holders.
- The largest iShares Environmentally Aware Real Estate ETF buyer in Q2 2025 was Atria Investments, an estimated $333K added.
- The largest iShares Environmentally Aware Real Estate ETF seller in Q2 2025 was Susquehanna International Group, an estimated $456K sold.
Based on aggregated 13F filings for Q2 2025.