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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
Verition Fund Management
251
Verition Fund Management
Connecticut
$445K
AllianceBernstein
252
AllianceBernstein
Tennessee
$437K -$128K -1,326 -23%
MYIA
253
Mount Yale Investment Advisors
Colorado
$433K +$429K +4,460 New
VAS
254
Vestmark Advisory Solutions
Massachusetts
$433K +$429K +4,460 New
AGAM
255
Audent Global Asset Management
California
$427K +$4.91K +51 +1%
CAM
256
Cresset Asset Management
Illinois
$423K
DC
257
Davenport & Co
Virginia
$421K -$8.28K -86 -2%
TWP
258
Tower Wealth Partners
Pennsylvania
$416K +$28.3K +294 +7%
MCM
259
Manchester Capital Management
Vermont
$416K
PP
260
Patten & Patten
Tennessee
$415K +$199K +2,069 +94%
AIM
261
Alhambra Investment Management
Florida
$401K -$44K -457 -10%
PWM
262
Perigon Wealth Management
California
$400K +$31.7K +329 +9%
IAG
263
Investment Advisory Group
Massachusetts
$399K
IFG
264
Independent Financial Group
California
$399K -$18.6K -193 -4%
Toronto Dominion Bank
265
Toronto Dominion Bank
Ontario, Canada
$398K +$395K +4,100 New
BFS
266
Bradley Foster & Sargent
Connecticut
$389K
NA
267
NewEdge Advisors
Louisiana
$389K +$309K +3,208 +403%
AFG
268
Atomi Financial Group
New York
$384K +$2.31K +24 +0.6%
RG
269
Rathbones Group
United Kingdom
$382K -$57.7K -600 -13%
LWM
270
Liberty Wealth Management
California
$380K +$20K +208 +6%
RPA
271
Rock Point Advisors
Vermont
$378K -$71.2K -740 -16%
IA
272
IFG Advisors
Missouri
$377K +$26.2K +272 +8%
WGC
273
Watts Gwilliam & Co
Arizona
$374K
AI
274
Axos Invest
Nevada
$373K -$145K -1,503 -28%
DADC
275
D.A. Davidson & Co
Montana
$371K +$23.6K +245 +7%