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iShares US Real Estate ETF

474 hedge funds and large institutions have $4.05B invested in iShares US Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 135 increasing their positions, 168 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
-38
Holders Change %
-7.42%
% of All Funds
6.44%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
47
Increased
135
Reduced
168
Closed
72
Calls
$541M
Puts
$425M
Net Calls
+$116M
Net Calls Change
+$301M
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
226
Prospera Financial Services
Texas
$568K -$40.2K -420 -7%
AAS
227
Ameritas Advisory Services
Nebraska
$567K -$376 -4 -0.1%
TWP
228
TFO Wealth Partners
Ohio
$566K +$566K +5,911 New
PFP
229
Pinnacle Financial Partners
Tennessee
$566K +$1.95K +21 +0.3%
SPIA
230
Steward Partners Investment Advisory
New York
$565K -$40.8K -426 -7%
BHBT
231
Burke & Herbert Bank & Trust
Virginia
$562K
VFA
232
Valeo Financial Advisors
Indiana
$561K -$27.9K -291 -5%
GWM
233
Graybill Wealth Management
Illinois
$548K +$548K +5,721 New
AI
234
Axos Invest
Nevada
$546K -$27.4K -286 -5%
Principal Financial Group
235
Principal Financial Group
Iowa
$546K -$3.75M -39,173 -87%
HWA
236
HCR Wealth Advisors
California
$545K +$96 +1 +0%
IWC
237
Integrated Wealth Concepts
Massachusetts
$537K -$4.69K -49 -0.9%
RPA
238
Rock Point Advisors
Vermont
$527K -$5.75K -60 -1%
CAM
239
Cresset Asset Management
Illinois
$513K -$9.19K -96 -2%
OFG
240
Omega Financial Group
California
$504K -$11.1K -116 -2%
EWA
241
Encompass Wealth Advisors
Oregon
$504K +$44K +460 +10%
NS
242
NBC Securities
Alabama
$493K +$493K +5,153 +103,060%
EIP
243
Ellis Investment Partners
Pennsylvania
$491K +$1.63K +17 +0.3%
Vanguard Group
244
Vanguard Group
Pennsylvania
$486K
CWP
245
CFM Wealth Partners
Texas
$480K +$33.7K +352 +8%
CWM
246
Castle Wealth Management
Florida
$479K
ACA
247
Aptus Capital Advisors
Alabama
$474K -$422K -4,409 -47%
FFA
248
Farther Finance Advisors
California
$464K +$1.63K +17 +0.4%
LIM
249
Leavell Investment Management
Alabama
$464K
IWC
250
Infinity Wealth Counsel
Ohio
$454K -$4.79K -50 -1%