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iShares US Real Estate ETF

454 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 46 funds opening new positions, 134 increasing their positions, 149 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

4.91% less ownership

Funds ownership: 121.94%117.03% (-4.9%)

10% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 149

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
454
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$777M
Puts
$443M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AGAM
251
Audent Global Asset Management
California
$427K
DC
252
Davenport & Co
Virginia
$421K
TWP
253
Tower Wealth Partners
Pennsylvania
$416K
MCM
254
Manchester Capital Management
Vermont
$416K
PP
255
Patten & Patten
Tennessee
$415K
AIM
256
Alhambra Investment Management
Florida
$401K
PWM
257
Perigon Wealth Management
California
$400K
IAG
258
Investment Advisory Group
Massachusetts
$399K
Toronto Dominion Bank
259
Toronto Dominion Bank
Ontario, Canada
$398K
BFS
260
Bradley Foster & Sargent
Connecticut
$389K
NA
261
NewEdge Advisors
Louisiana
$389K
AFG
262
Atomi Financial Group
New York
$384K
RG
263
Rathbones Group
United Kingdom
$382K
LWM
264
Liberty Wealth Management
California
$380K
RPA
265
Rock Point Advisors
Vermont
$378K
IA
266
IFG Advisors
Missouri
$377K
WGC
267
Watts Gwilliam & Co
Arizona
$374K
AI
268
Axos Invest
Nevada
$373K
DADC
269
D.A. Davidson & Co
Montana
$371K
EWA
270
Exit Wealth Advisors
Georgia
$371K
CHC
271
City Holding Co
West Virginia
$368K
ACA
272
Aptus Capital Advisors
Alabama
$362K
PAG
273
Paladin Advisory Group
Iowa
$359K
SWM
274
Sentinel Wealth Management
Virginia
$355K
IB
275
Intrust Bank
Kansas
$355K