iShares Environmentally Aware Real Estate ETF
ERET
8 hedge funds and large institutions have $3.35M invested in iShares Environmentally Aware Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
5.78% less ownership
Funds ownership: 39.75% → 33.97% (-5.8%)
13% less capital invested
Capital invested by funds: $3.83M → $3.35M (-$483K)
20% less funds holding
Funds holding: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Westfuller Advisors
New York
|
+$810K |
| 2 |
VF
Vestment Financial
Chanhassen,
Minnesota
|
+$13.4K |
| 3 |
CCWP
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
+$11.7K |
| 4 |
Morgan Stanley
New York
|
+$2.61K |
| 5 |
KFGG
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
+$1.91K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.07M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$37K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
1
Westfuller Advisors
New York
| $1.46M | +$810K | +28,910 | +116% |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $704K | -$37K | -1,320 | -5% |
|
|
CCWP
3
Cedar Cove Wealth Partners
Bloomington,
Minnesota
| $580K | +$11.7K | +417 | +2% |
|
|
VF
4
Vestment Financial
Chanhassen,
Minnesota
| $363K | +$13.4K | +477 | +4% |
|
|
5
BlackRock
New York
| $155K | -$1.07M | -38,000 | -87% |
|
|
KFGG
6
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| $70.5K | +$1.91K | +68 | +3% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $11.8K | – | – | – |
|
|
8
Morgan Stanley
New York
| $2.56K | +$2.61K | +93 | +9,300% |
|
ERET Hedge Fund Activity: Q1 2026 in Review
8 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in iShares Environmentally Aware Real Estate ETF (ERET) for Q1 2026, worth a combined $3.35M — down 13% from $3.83M a quarter earlier.
Fund positioning in ERET was balanced in Q1 2026: 0 funds opened new positions, 0 closed out, 5 added to existing stakes and 2 trimmed.
The largest buyer was Westfuller Advisors, adding an estimated $810K. The largest seller was BlackRock, cutting an estimated $1.07M.
- 8 institutional investors held iShares Environmentally Aware Real Estate ETF (ERET) as of Q1 2026, down from 10 in Q4 2025.
- Funds reported $3.35M of iShares Environmentally Aware Real Estate ETF stock for Q1 2026, down 13% quarter-over-quarter.
- 0 funds opened new iShares Environmentally Aware Real Estate ETF positions in Q1 2026 and 0 closed out.
- The largest iShares Environmentally Aware Real Estate ETF buyer in Q1 2026 was Westfuller Advisors, an estimated $810K added.
- The largest iShares Environmentally Aware Real Estate ETF seller in Q1 2026 was BlackRock, an estimated $1.07M sold.
Based on aggregated 13F filings for Q1 2026.