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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
AC
301
Apella Capital
Connecticut
$290K +$2.31K +24 +0.8%
OIA
302
OneDigital Investment Advisors
Kansas
$290K +$1.44K +15 +0.5%
SCG
303
Sonata Capital Group
Washington
$289K
RT
304
Rockland Trust
Massachusetts
$288K +$286K +2,968 New
WDG
305
Wealth Dimensions Group
Ohio
$285K +$96 +1 +0%
SWP
306
Stratos Wealth Partners
Ohio
$284K +$282K +2,926 New
SC
307
Sierra Capital
Florida
$275K
CSP
308
Cary Street Partners
Virginia
$273K
SSW
309
Smith Shellnut Wilson
Mississippi
$273K -$14.7K -153 -5%
AWA
310
Arkadios Wealth Advisors
Georgia
$273K +$10.6K +110 +4%
Franklin Resources
311
Franklin Resources
California
$272K +$48.7K +506 +22%
MAM
312
Milestone Asset Management
Pennsylvania
$271K +$268K +2,789 New
RPGK
313
Retirement Planning Group (Kansas)
Kansas
$269K +$289 +3 +0.1%
AP
314
Aspect Partners
Virginia
$269K -$82.2K -854 -24%
DF
315
Dunhill Financial
United Kingdom
$268K +$137K +1,425 +107%
CAM
316
Cozad Asset Management
Illinois
$265K
AWM
317
AE Wealth Management
Kansas
$259K -$3.09M -32,107 -92%
AFG
318
ABLE Financial Group
Arizona
$255K
MWAM
319
Manhattan West Asset Management
California
$252K -$2.5K -26 -1%
KPWG
320
KFA Private Wealth Group
Virginia
$248K -$4.71K -49 -2%
TMWM
321
Taylor & Morgan Wealth Management
Michigan
$248K +$1.54K +16 +0.6%
KPWS
322
Kestra Private Wealth Services
Texas
$247K +$1.35K +14 +0.6%
IWM
323
Integris Wealth Management
California
$246K
PTP
324
Platform Technology Partners
New York
$246K
CA
325
Crossingbridge Advisors
New York
$243K -$1.68M -17,500 -88%