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iShares US Real Estate ETF

473 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 59 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

51% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 39

7% more capital invested

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

2% more funds holding

Funds holding: 466473 (+7)

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
473
Holders Change
+7
Holders Change %
+1.5%
% of All Funds
5.75%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
59
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
SLC
301
Second Line Capital
Louisiana
$308K +$95.9K +1,006 +44%
WA
302
Wealth Architects
California
$307K
APG
303
Abacus Planning Group
South Carolina
$306K
THL
304
Tillman Hartley LLC
Colorado
$298K -$933K -9,792 -76%
PA
305
Parallel Advisors
California
$294K -$15K -157 -5%
AQR Capital Management
306
AQR Capital Management
Connecticut
$293K +$297K +3,116 New
PMG
307
ProVise Management Group
Florida
$291K
1832 Asset Management
308
1832 Asset Management
Ontario, Canada
$287K -$17.4K -183 -6%
OIA
309
OneDigital Investment Advisors
Kansas
$282K +$2.19K +23 +0.8%
DF
310
Dunhill Financial
United Kingdom
$280K +$21.1K +221 +8%
SCG
311
Sonata Capital Group
Washington
$279K
WDG
312
Wealth Dimensions Group
Ohio
$269K -$5.81K -61 -2%
BMC
313
Bear Mountain Capital
Washington
$267K +$93.7K +983 +56%
SC
314
Sierra Capital
Florida
$266K
RPGK
315
Retirement Planning Group (Kansas)
Kansas
$266K +$5.34K +56 +2%
GPA
316
Garrison Point Advisors
California
$265K -$47.3K -496 -15%
YWM
317
Yukon Wealth Management
Kansas
$264K -$43.9K -461 -14%
AFG
318
Atomi Financial Group
New York
$261K -$112K -1,172 -30%
CL
319
Choreo LLC
Illinois
$261K -$49.1K -515 -16%
CAM
320
Cozad Asset Management
Illinois
$256K
AI
321
Axos Invest
Nevada
$253K -$110K -1,149 -30%
KPWS
322
Kestra Private Wealth Services
Texas
$247K +$8.1K +85 +3%
BHBT
323
Burke & Herbert Bank & Trust
Virginia
$245K -$311K -3,260 -56%
MWAM
324
Manhattan West Asset Management
California
$243K
VCM
325
Viewpoint Capital Management
Washington
$243K -$42.7K -448 -15%