iShares Environmentally Aware Real Estate ETF
ERET
11 hedge funds and large institutions have $3.91M invested in iShares Environmentally Aware Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
22% more funds holding
Funds holding: 9 → 11 (+2)
11.96% less ownership
Funds ownership: 51.36% → 39.4% (-12%)
21% less capital invested
Capital invested by funds: $4.92M → $3.91M (-$1.01M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Westfuller Advisors
New York
|
+$390K |
| 2 |
Jane Street
New York
|
+$369K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$338K |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
+$84.9K |
| 5 |
VF
Vestment Financial
Chanhassen,
Minnesota
|
+$10.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$2.28M |
| 2 |
LAMNM
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
-$42.1K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$24.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $1.48M | -$2.28M | -85,000 | -61% |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $701K | +$338K | +12,593 | +98% |
|
|
WA
3
Westfuller Advisors
New York
| $615K | +$390K | +14,516 | +186% |
|
|
4
Jane Street
New York
| $378K | +$369K | +13,716 | New |
|
|
VF
5
Vestment Financial
Chanhassen,
Minnesota
| $322K | +$10.6K | +395 | +3% |
|
|
LAMNM
6
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
| $290K | -$42.1K | -1,566 | -13% |
|
|
WANY
7
Wealthspire Advisors (New York)
New York
| $87K | +$84.9K | +3,159 | New |
|
|
WP
8
WealthShield Partners
Cary,
North Carolina
| $21.4K | – | – | – |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $10.8K | -$24.9K | -928 | -70% |
|
10
UBS Group
Zurich,
Switzerland
| $2.01K | +$1.61K | +60 | +462% |
|
11
Morgan Stanley
New York
| $32 | – | – | – |
|
ERET Hedge Fund Activity: Q3 2025 in Review
11 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in iShares Environmentally Aware Real Estate ETF (ERET) for Q3 2025, worth a combined $3.91M — down 21% from $4.92M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ERET positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Westfuller Advisors, adding an estimated $390K. The largest seller was BlackRock, cutting an estimated $2.28M.
- 11 institutional investors held iShares Environmentally Aware Real Estate ETF (ERET) as of Q3 2025, up from 9 in Q2 2025.
- Funds reported $3.91M of iShares Environmentally Aware Real Estate ETF stock for Q3 2025, down 21% quarter-over-quarter.
- 2 funds opened new iShares Environmentally Aware Real Estate ETF positions in Q3 2025 and 0 closed out, a net change of +2 holders.
- The largest iShares Environmentally Aware Real Estate ETF buyer in Q3 2025 was Westfuller Advisors, an estimated $390K added.
- The largest iShares Environmentally Aware Real Estate ETF seller in Q3 2025 was BlackRock, an estimated $2.28M sold.
Based on aggregated 13F filings for Q3 2025.