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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

35% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 72

40% less capital invested

Capital invested by funds: $6.72B → $4.05B (-$2.66B)

Holders
474
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$541M
Puts
$425M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
226
Prospera Financial Services
Texas
$568K
AAS
227
Ameritas Advisory Services
Nebraska
$567K
TWP
228
TFO Wealth Partners
Ohio
$566K
PFP
229
Pinnacle Financial Partners
Tennessee
$566K
SPIA
230
Steward Partners Investment Advisory
New York
$565K
BHBT
231
Burke & Herbert Bank & Trust
Virginia
$562K
VFA
232
Valeo Financial Advisors
Indiana
$561K
GWM
233
Graybill Wealth Management
Illinois
$548K
AI
234
Axos Invest
Nevada
$546K
Principal Financial Group
235
Principal Financial Group
Iowa
$546K
HWA
236
HCR Wealth Advisors
California
$545K
IWC
237
Integrated Wealth Concepts
Massachusetts
$537K
RPA
238
Rock Point Advisors
Vermont
$527K
CAM
239
Cresset Asset Management
Illinois
$513K
OFG
240
Omega Financial Group
California
$504K
EWA
241
Encompass Wealth Advisors
Oregon
$504K
NS
242
NBC Securities
Alabama
$493K
EIP
243
Ellis Investment Partners
Pennsylvania
$491K
Vanguard Group
244
Vanguard Group
Pennsylvania
$486K
CWP
245
CFM Wealth Partners
Texas
$480K
CWM
246
Castle Wealth Management
Florida
$479K
ACA
247
Aptus Capital Advisors
Alabama
$474K
FFA
248
Farther Finance Advisors
California
$464K
LIM
249
Leavell Investment Management
Alabama
$464K
IWC
250
Infinity Wealth Counsel
Ohio
$454K