iShares Environmentally Aware Real Estate ETF
ERET
10 hedge funds and large institutions have $3.83M invested in iShares Environmentally Aware Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
0.35% more ownership
Funds ownership: 39.4% → 39.75% (+0.35%)
2% less capital invested
Capital invested by funds: $3.91M → $3.83M (-$77.8K)
9% less funds holding
Funds holding: 11 → 10 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Westfuller Advisors
New York
|
+$69.7K |
| 2 |
KFGG
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
+$68.8K |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$51.5K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$50.5K |
| 5 |
VF
Vestment Financial
Chanhassen,
Minnesota
|
+$2.94K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$378K |
| 2 |
BlackRock
New York
|
-$272K |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
-$87K |
| 4 |
LAMNM
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
-$26K |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$21.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $1.17M | -$272K | -10,000 | -19% |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $729K | +$50.5K | +1,856 | +7% |
|
|
WA
3
Westfuller Advisors
New York
| $664K | +$69.7K | +2,561 | +11% |
|
|
CCWP
4
Cedar Cove Wealth Partners
Bloomington,
Minnesota
| $560K | +$570K | +20,953 | New |
|
|
VF
5
Vestment Financial
Chanhassen,
Minnesota
| $323K | +$2.94K | +108 | +0.9% |
|
|
LAMNM
6
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
| $255K | -$26K | -957 | -9% |
|
|
KFGG
7
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| $67.6K | +$68.8K | +2,531 | New |
|
|
SAG
8
SageView Advisory Group
Newport Beach,
California
| $50.6K | +$51.5K | +1,894 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $11.6K | +$1.14K | +42 | +11% |
|
10
Morgan Stanley
New York
| $31 | – | – | – |
|
|
11
Jane Street
New York
| – | -$378K | -13,716 | Closed |
|
|
WANY
12
Wealthspire Advisors (New York)
New York
| – | -$87K | -3,159 | Closed |
|
|
WP
13
WealthShield Partners
Cary,
North Carolina
| – | -$21.4K | -776 | Closed |
|
14
UBS Group
Zurich,
Switzerland
| – | -$2.01K | -73 | Closed |
|
ERET Hedge Fund Activity: Q4 2025 in Review
10 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in iShares Environmentally Aware Real Estate ETF (ERET) for Q4 2025, worth a combined $3.83M — down 2% from $3.91M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of ERET and 3 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 added.
The largest buyer was Westfuller Advisors, adding an estimated $69.7K. The largest seller was Jane Street, exiting entirely with an estimated $378K sold.
- 10 institutional investors held iShares Environmentally Aware Real Estate ETF (ERET) as of Q4 2025, down from 11 in Q3 2025.
- Funds reported $3.83M of iShares Environmentally Aware Real Estate ETF stock for Q4 2025, down 2% quarter-over-quarter.
- 3 funds opened new iShares Environmentally Aware Real Estate ETF positions in Q4 2025 and 4 closed out, a net change of -1 holder.
- The largest iShares Environmentally Aware Real Estate ETF buyer in Q4 2025 was Westfuller Advisors, an estimated $69.7K added.
- The largest iShares Environmentally Aware Real Estate ETF seller in Q4 2025 was Jane Street, an estimated $378K sold.
Based on aggregated 13F filings for Q4 2025.