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iShares US Real Estate ETF

466 hedge funds and large institutions have $4.41B invested in iShares US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 149 increasing their positions, 154 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-8
Holders Change %
-1.69%
% of All Funds
6.25%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
45
Increased
149
Reduced
154
Closed
45
Calls
$690M
Puts
$545M
Net Calls
+$145M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
276
Oppenheimer & Co
New York
$370K +$95 +1 +0%
PWM
277
Perigon Wealth Management
California
$359K +$29.6K +312 +9%
CHC
278
City Holding Co
West Virginia
$359K -$37.9K -400 -10%
YWM
279
Yukon Wealth Management
Kansas
$353K +$569 +6 +0.2%
LWM
280
Liberty Wealth Management
California
$352K +$352K +3,709 New
PAG
281
Paladin Advisory Group
Iowa
$350K -$5.02K -53 -1%
SWM
282
Sentinel Wealth Management
Virginia
$347K +$347K +3,660 New
IB
283
Intrust Bank
Kansas
$347K
AP
284
Aspect Partners
Virginia
$343K -$7.12M -75,182 -95%
CWM
285
Castle Wealth Management
Florida
$343K -$131K -1,382 -28%
IA
286
IFG Advisors
Missouri
$342K +$1.52K +16 +0.4%
DADC
287
D.A. Davidson & Co
Montana
$339K +$33.6K +355 +11%
JFG
288
Jefferies Financial Group
New York
$330K -$851K -8,977 -72%
LCG
289
Lakeshore Capital Group
Illinois
$323K +$11.4K +120 +4%
DCM
290
Delta Capital Management
New Jersey
$320K
TWM
291
Tanglewood Wealth Management
Texas
$320K
EBT
292
Enterprise Bank & Trust
Massachusetts
$317K -$16.6K -175 -5%
EH
293
Equitable Holdings
New York
$313K +$313K +3,304 New
GPA
294
Garrison Point Advisors
California
$312K +$16K +169 +5%
PA
295
Parallel Advisors
California
$312K +$14.7K +155 +5%
WA
296
Wealth Architects
California
$310K
1832 Asset Management
297
1832 Asset Management
Ontario, Canada
$306K -$66.4K -701 -18%
SFG
298
Sage Financial Group
Pennsylvania
$304K +$21.4K +226 +8%
SI
299
Sava Infond
Slovenia
$303K
PMG
300
ProVise Management Group
Florida
$293K