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iShares US Real Estate ETF

467 hedge funds and large institutions have $4.41B invested in iShares US Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $777M | Put options by funds: $443M

2% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 46

0% less capital invested

Capital invested by funds: $4.41B → $4.41B (-$925K)

10% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 153

2% less funds holding

Funds holding: 476467 (-9)

4.84% less ownership

Funds ownership: 122.04%117.19% (-4.8%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
467
Holders Change
-9
Holders Change %
-1.89%
% of All Funds
6.13%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
47
Increased
138
Reduced
153
Closed
46
Calls
$777M
Puts
$443M
Net Calls
+$334M
Net Calls Change
+$188M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
226
Principal Financial Group
Iowa
$536K +$531K +5,521 New
VFA
227
Valeo Financial Advisors
Indiana
$516K -$52.3K -544 -9%
GWM
228
Geneos Wealth Management
Colorado
$512K
OFG
229
Omega Financial Group
California
$511K -$1.44K -15 -0.3%
SPIA
230
Steward Partners Investment Advisory
New York
$511K -$67K -696 -12%
HWA
231
HCR Wealth Advisors
California
$509K -$41.3K -429 -8%
CWP
232
CFM Wealth Partners
Texas
$502K
P
233
&Partners
Tennessee
$501K +$71.4K +742 +17%
BA
234
Bristlecone Advisors
Washington
$498K -$60.9K -633 -11%
GWM
235
Graybill Wealth Management
Illinois
$496K -$54.6K -567 -10%
PWP
236
Principle Wealth Partners
Connecticut
$495K
Vanguard Group
237
Vanguard Group
Pennsylvania
$493K
Bessemer Group
238
Bessemer Group
New Jersey
$485K
AAS
239
Ameritas Advisory Services
Nebraska
$478K -$154K -1,604 -25%
EE
240
EWG Elevate
California
$476K -$2.56M -26,628 -84%
IWC
241
Infinity Wealth Counsel
Ohio
$474K +$13.5K +140 +3%
LIM
242
Leavell Investment Management
Alabama
$470K
EIP
243
Ellis Investment Partners
Pennsylvania
$468K +$2.89K +30 +0.6%
NS
244
NBC Securities
Alabama
$468K -$14.3K -149 -3%
DFA
245
Davies Financial Advisors
California
$463K -$26.7K -277 -5%
YIH
246
Y-Intercept (HK)
Hong Kong
$460K +$456K +4,739 New
PWM
247
Partners Wealth Management
California
$457K
HT
248
Headlands Technologies
Illinois
$454K +$281K +2,918 +166%
SC
249
Schoolcraft Capital
Colorado
$453K
UAS
250
United Asset Strategies
New York
$446K +$17.4K +181 +4%