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iShares US Real Estate ETF

457 hedge funds and large institutions have $4.02B invested in iShares US Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 151 increasing their positions, 128 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $745M | Put options by funds: $348M

18% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 128

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 55

4% less funds holding

Funds holding: 474457 (-17)

6.42% less ownership

Funds ownership: 111.15%104.73% (-6.4%)

15% less capital invested

Capital invested by funds: $4.72B → $4.02B (-$702M)

Holders
457
Holders Change
-17
Holders Change %
-3.59%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
50
Increased
151
Reduced
128
Closed
55
Calls
$745M
Puts
$348M
Net Calls
+$397M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
226
Principal Financial Group
Iowa
$578K -$8.58M -88,347 -94%
TWP
227
TFO Wealth Partners
Ohio
$559K +$97 +1 +0%
SFG
228
Sage Financial Group
Pennsylvania
$559K +$107K +1,102 +23%
MWM
229
Modera Wealth Management
New Jersey
$555K -$95K -978 -14%
VT
230
Volterra Technologies
New York
$551K +$566K +5,826 New
DF
231
Dunhill Financial
United Kingdom
$544K +$269K +2,773 +93%
RIA
232
Regal Investment Advisors
Michigan
$540K +$13.6K +140 +3%
LWM
233
Liberty Wealth Management
California
$538K +$137K +1,410 +32%
IWAO
234
Independence Wealth Advisors (Ohio)
Ohio
$530K +$18.7K +193 +4%
ASN
235
Advisory Services Network
Georgia
$520K +$69.7K +718 +15%
CCFM
236
Clear Creek Financial Management
Washington
$519K -$5.63K -58 -1%
VAS
237
Vestmark Advisory Solutions
Massachusetts
$514K +$94.7K +975 +22%
MYIA
238
Mount Yale Investment Advisors
Colorado
$514K +$94.8K +976 +22%
IWC
239
Infinity Wealth Counsel
Ohio
$502K +$2.43K +25 +0.5%
HWA
240
HCR Wealth Advisors
California
$498K
GWM
241
Graybill Wealth Management
Illinois
$495K +$1.94K +20 +0.4%
TWC
242
TD Waterhouse Canada
Ontario, Canada
$485K +$342K +3,525 +223%
CWP
243
CFM Wealth Partners
Texas
$484K -$6.51K -67 -1%
PWP
244
Principle Wealth Partners
Connecticut
$482K
SI
245
Sava Infond
Slovenia
$482K
VNT
246
Vanguard National Trust
Pennsylvania
$480K +$493K +5,079 New
PP
247
Patten & Patten
Tennessee
$477K +$77.7K +800 +19%
WP
248
Westmount Partners
California
$473K -$3.5K -36 -0.7%
DC
249
Davenport & Co
Virginia
$470K -$3.69K -38 -0.8%
TWP
250
Tower Wealth Partners
Pennsylvania
$469K +$3.11K +32 +0.7%