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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
TMWM
326
Taylor & Morgan Wealth Management
Michigan
$242K +$2.19K +23 +0.9%
KPWG
327
KFA Private Wealth Group
Virginia
$240K +$191 +2 +0.1%
IWM
328
Integris Wealth Management
California
$238K
PTP
329
Platform Technology Partners
New York
$238K
EWA
330
EP Wealth Advisors
California
$237K +$240K +2,522 New
AFS
331
Aft Forsyth & Sober
Florida
$230K
SO
332
Sierra Ocean
California
$229K +$232K +2,438 New
SA
333
Sanctuary Advisors
Indiana
$228K -$2.86K -30 -1%
Nomura Asset Management
334
Nomura Asset Management
Japan
$225K
JSW
335
Journey Strategic Wealth
New Jersey
$225K
EIA
336
Eldridge Investment Advisors
New Hampshire
$221K +$95 +1 +0%
PFC
337
Phocas Financial Corp
California
$221K
CSP
338
Cary Street Partners
Virginia
$217K -$47.7K -500 -18%
CCFCSB
339
Cape Cod Five Cents Savings Bank
Massachusetts
$215K
CFFP
340
Center for Financial Planning
Michigan
$215K
CA
341
Clearstead Advisors
Ohio
$213K -$7.82K -82 -3%
GI
342
GAMCO Investors
Connecticut
$212K -$95 -1 -0%
Neuberger Berman Group
343
Neuberger Berman Group
New York
$211K +$95 +1 +0%
UAS
344
United Asset Strategies
New York
$211K -$223K -2,345 -51%
GW
345
Graetz Wealth
Michigan
$211K +$214K +2,246 New
SW
346
SlateStone Wealth
Florida
$210K +$213K +2,240 New
CPIG
347
Chicago Partners Investment Group
Illinois
$206K +$286 +3 +0.1%
RFN
348
RDA Financial Network
Iowa
$201K +$6.39K +67 +3%
KBFS
349
Kohmann Bosshard Financial Services
Ohio
$183K +$186K +1,952 New
AP
350
Aspect Partners
Virginia
$180K -$81.4K -854 -31%