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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
LIM
251
Leavell Investment Management
Alabama
$458K
ACA
252
Aptus Capital Advisors
Alabama
$453K -$26.4K -272 -5%
AAS
253
Ameritas Advisory Services
Nebraska
$450K +$7.38K +76 +2%
NS
254
NBC Securities
Alabama
$449K +$194 +2 +0%
PWM
255
Partners Wealth Management
California
$445K
UBP
256
Union Bancaire Privee
Switzerland
$443K +$462K +4,756 New
EIP
257
Ellis Investment Partners
Pennsylvania
$442K +$1.17K +12 +0.3%
P
258
&Partners
Tennessee
$437K +$6.99K +72 +2%
CWM
259
CCG Wealth Management
California
$436K +$448K +4,609 New
SC
260
Schoolcraft Capital
Colorado
$434K
VFA
261
Valeo Financial Advisors
Indiana
$432K -$69.7K -718 -14%
DADC
262
D.A. Davidson & Co
Montana
$431K +$52.9K +545 +14%
AllianceBernstein
263
AllianceBernstein
Tennessee
$431K -$137K -1,407 -23%
Franklin Resources
264
Franklin Resources
California
$428K +$54.7K +563 +14%
LWM
265
LightSquare Wealth Management
Michigan
$409K +$421K +4,329 New
MCM
266
Manchester Capital Management
Vermont
$405K
IAG
267
Investment Advisory Group
Massachusetts
$404K +$15.5K +160 +4%
AGAM
268
Audent Global Asset Management
California
$390K -$92.2K -949 -22%
BFS
269
Bradley Foster & Sargent
Connecticut
$379K
WANY
270
Wealthspire Advisors (New York)
New York
$373K -$47.5K -489 -11%
AQR Capital Management
271
AQR Capital Management
Connecticut
$362K +$68.8K +708 +23%
HIA
272
Harbor Investment Advisory
Maryland
$361K -$38.9K -400 -9%
AIM
273
Alhambra Investment Management
Florida
$357K +$16.4K +169 +5%
LA
274
Lifeworks Advisors
Michigan
$353K -$748K -7,701 -67%
CHC
275
City Holding Co
West Virginia
$350K -$8.26K -85 -2%