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iShares US Real Estate ETF

474 hedge funds and large institutions have $4.72B invested in iShares US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 152 increasing their positions, 155 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $785M | Put options by funds: $424M

54% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 39

7% more capital invested

Capital invested by funds: $4.41B → $4.72B (+$311M)

2% more funds holding

Funds holding: 466474 (+8)

2% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 155

6.04% less ownership

Funds ownership: 117.19%111.15% (-6%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
474
Holders Change
+8
Holders Change %
+1.72%
% of All Funds
5.77%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
60
Increased
152
Reduced
155
Closed
39
Calls
$785M
Puts
$424M
Net Calls
+$361M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IAG
276
Investment Advisory Group
Massachusetts
$386K
DADC
277
D.A. Davidson & Co
Montana
$377K +$17.9K +188 +5%
BFS
278
Bradley Foster & Sargent
Connecticut
$376K
Franklin Resources
279
Franklin Resources
California
$372K +$111K +1,160 +41%
CHC
280
City Holding Co
West Virginia
$355K
PAG
281
Paladin Advisory Group
Iowa
$347K
SWM
282
Sentinel Wealth Management
Virginia
$344K
IB
283
Intrust Bank
Kansas
$343K
IA
284
IFG Advisors
Missouri
$342K -$22.8K -239 -6%
CWM
285
Castle Wealth Management
Florida
$340K +$95 +1 +0%
OCA
286
OpenArc Corporate Advisory
Georgia
$339K +$344K +3,609 New
AIM
287
Alhambra Investment Management
Florida
$339K -$49.8K -523 -13%
CFP
288
Cypress Financial Planning
New Jersey
$331K -$246K -2,578 -42%
NA
289
NewEdge Advisors
Louisiana
$328K -$48.4K -508 -13%
FJWM
290
Ferguson Johnson Wealth Management
Maryland
$328K +$334K +3,501 New
SWP
291
Stratos Wealth Partners
Ohio
$327K +$52.7K +553 +19%
RT
292
Rockland Trust
Massachusetts
$325K +$47K +493 +17%
RPA
293
Rock Point Advisors
Vermont
$323K -$43.4K -455 -12%
RG
294
Rathbones Group
United Kingdom
$322K -$48.3K -507 -13%
LCG
295
Lakeshore Capital Group
Illinois
$322K -$762 -8 -0.2%
DCM
296
Delta Capital Management
New Jersey
$317K
LSA
297
L & S Advisors
California
$316K +$321K +3,370 New
IFG
298
Independent Financial Group
California
$316K -$70.7K -742 -18%
OC
299
Oppenheimer & Co
New York
$316K -$9.15K -96 -3%
EH
300
Equitable Holdings
New York
$311K -$29.8K -313 -9%