We are live on ! Find out more
IYR icon

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
SWM
276
Sentinel Wealth Management
Virginia
$346K
IB
277
Intrust Bank
Kansas
$346K
IA
278
IFG Advisors
Missouri
$345K +$874 +9 +0.2%
OC
279
Oppenheimer & Co
New York
$343K +$26.1K +269 +8%
CWM
280
Castle Wealth Management
Florida
$342K
OCA
281
OpenArc Corporate Advisory
Georgia
$341K
FJWM
282
Ferguson Johnson Wealth Management
Maryland
$331K +$583 +6 +0.2%
RT
283
Rockland Trust
Massachusetts
$326K -$1.36K -14 -0.4%
PAG
284
Paladin Advisory Group
Iowa
$326K -$24.3K -250 -7%
SWP
285
Stratos Wealth Partners
Ohio
$325K -$4.47K -46 -1%
CFP
286
Cypress Financial Planning
New Jersey
$325K -$6.22K -64 -2%
IAA
287
Independent Advisor Alliance
North Carolina
$325K +$333K +3,433 New
RG
288
Rathbones Group
United Kingdom
$324K
LCG
289
Lakeshore Capital Group
Illinois
$322K -$2.91K -30 -0.9%
TF
290
Trek Financial
Arizona
$321K +$330K +3,396 New
DCM
291
Delta Capital Management
New Jersey
$320K
1832 Asset Management
292
1832 Asset Management
Ontario, Canada
$319K +$31.5K +324 +11%
RPA
293
Rock Point Advisors
Vermont
$313K -$12.6K -130 -4%
GI
294
GAMCO Investors
Connecticut
$312K +$101K +1,041 +46%
WA
295
Wealth Architects
California
$310K
APG
296
Abacus Planning Group
South Carolina
$308K
SLC
297
Second Line Capital
Louisiana
$306K -$28.8K -296 -9%
EH
298
Equitable Holdings
New York
$304K -$7.67K -79 -2%
NA
299
NewEdge Advisors
Louisiana
$303K -$28.1K -289 -8%
THL
300
Tillman Hartley LLC
Colorado
$300K