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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
PA
301
Parallel Advisors
California
$293K -$3.4K -35 -1%
PMG
302
ProVise Management Group
Florida
$293K
AWA
303
Arkadios Wealth Advisors
Georgia
$292K +$300K +3,093 New
TFA
304
Tobias Financial Advisors
Florida
$289K +$296K +3,051 New
CL
305
Choreo LLC
Illinois
$282K +$22.4K +231 +8%
SCG
306
Sonata Capital Group
Washington
$281K
JIC
307
Johnson Investment Counsel
Ohio
$277K +$285K +2,933 New
WDG
308
Wealth Dimensions Group
Ohio
$274K +$2.91K +30 +1%
QCM
309
Quantinno Capital Management
New York
$273K +$281K +2,890 New
RPGK
310
Retirement Planning Group (Kansas)
Kansas
$272K +$4.47K +46 +2%
SC
311
Sierra Capital
Florida
$268K
GPA
312
Garrison Point Advisors
California
$267K +$486 +5 +0.2%
AFG
313
Atomi Financial Group
New York
$263K
SO
314
Sierra Ocean
California
$262K +$32.5K +335 +14%
XT
315
XTX Topco
Cayman Islands
$262K +$269K +2,772 New
YWM
316
Yukon Wealth Management
Kansas
$259K
CAM
317
Cozad Asset Management
Illinois
$258K
MAM
318
Milestone Asset Management
Pennsylvania
$256K +$263K +2,708 New
BMC
319
Bear Mountain Capital
Washington
$256K -$26.3K -271 -10%
FPAS
320
Focus Partners Advisor Solutions
Missouri
$247K +$254K +2,612 New
BHBT
321
Burke & Herbert Bank & Trust
Virginia
$246K
MWAM
322
Manhattan West Asset Management
California
$245K
VCM
323
Viewpoint Capital Management
Washington
$244K
TMWM
324
Taylor & Morgan Wealth Management
Michigan
$244K +$777 +8 +0.3%
KPWS
325
Kestra Private Wealth Services
Texas
$243K -$5.63K -58 -2%