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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
EWA
276
Exit Wealth Advisors
Georgia
$371K +$368K +3,823 New
CHC
277
City Holding Co
West Virginia
$368K
ACA
278
Aptus Capital Advisors
Alabama
$362K -$44.7K -465 -11%
PAG
279
Paladin Advisory Group
Iowa
$359K
SWM
280
Sentinel Wealth Management
Virginia
$355K
IB
281
Intrust Bank
Kansas
$355K
EH
282
Equitable Holdings
New York
$352K +$31.3K +325 +10%
CWM
283
Castle Wealth Management
Florida
$351K +$96 +1 +0%
OC
284
Oppenheimer & Co
New York
$336K -$43.2K -449 -11%
LCG
285
Lakeshore Capital Group
Illinois
$334K +$3.17K +33 +1%
TI
286
Tidal Investments
Wisconsin
$330K -$96.2K -1,000 -23%
DCM
287
Delta Capital Management
New Jersey
$328K
TWM
288
Tanglewood Wealth Management
Texas
$325K -$2.69K -28 -0.8%
EP
289
Edgestream Partners
New Jersey
$325K +$322K +3,344 New
GPA
290
Garrison Point Advisors
California
$322K +$2.6K +27 +0.8%
PA
291
Parallel Advisors
California
$319K
WA
292
Wealth Architects
California
$318K
CL
293
Choreo LLC
Illinois
$317K +$44.8K +466 +17%
APG
294
Abacus Planning Group
South Carolina
$316K -$97.8K -1,016 -24%
1832 Asset Management
295
1832 Asset Management
Ontario, Canada
$314K +$674 +7 +0.2%
SFG
296
Sage Financial Group
Pennsylvania
$313K +$1.64K +17 +0.5%
YWM
297
Yukon Wealth Management
Kansas
$311K -$49.6K -515 -14%
SI
298
Sava Infond
Slovenia
$311K
PMG
299
ProVise Management Group
Florida
$300K
VCM
300
Viewpoint Capital Management
Washington
$294K