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iShares US Real Estate ETF

463 hedge funds and large institutions have $4.32B invested in iShares US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% less capital invested

Capital invested by funds: $4.41B → $4.32B (-$94.4M)

15.56% less ownership

Funds ownership: 117.18%101.62% (-16%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
463
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$785M
Puts
$424M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
301
AQR Capital Management
Connecticut
$293K
PMG
302
ProVise Management Group
Florida
$291K
1832 Asset Management
303
1832 Asset Management
Ontario, Canada
$287K
OIA
304
OneDigital Investment Advisors
Kansas
$282K
DF
305
Dunhill Financial
United Kingdom
$280K
SCG
306
Sonata Capital Group
Washington
$279K
WDG
307
Wealth Dimensions Group
Ohio
$269K
BMC
308
Bear Mountain Capital
Washington
$267K
SC
309
Sierra Capital
Florida
$266K
RPGK
310
Retirement Planning Group (Kansas)
Kansas
$266K
GPA
311
Garrison Point Advisors
California
$265K
YWM
312
Yukon Wealth Management
Kansas
$264K
AFG
313
Atomi Financial Group
New York
$261K
CL
314
Choreo LLC
Illinois
$261K
CAM
315
Cozad Asset Management
Illinois
$256K
AI
316
Axos Invest
Nevada
$253K
KPWS
317
Kestra Private Wealth Services
Texas
$247K
BHBT
318
Burke & Herbert Bank & Trust
Virginia
$245K
MWAM
319
Manhattan West Asset Management
California
$243K
VCM
320
Viewpoint Capital Management
Washington
$243K
TMWM
321
Taylor & Morgan Wealth Management
Michigan
$242K
KPWG
322
KFA Private Wealth Group
Virginia
$240K
IWM
323
Integris Wealth Management
California
$238K
PTP
324
Platform Technology Partners
New York
$238K
EWA
325
EP Wealth Advisors
California
$237K