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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
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$135K -$13.6K -140 -9%
ATPW
352
Ashton Thomas Private Wealth
Arizona
$132K +$136K +1,400 New
HFS
353
Hughes Financial Services
Virginia
$131K
HI
354
Harbour Investments
Wisconsin
$126K +$61.5K +633 +90%
AIM
355
Acropolis Investment Management
Missouri
$123K +$127K +1,305 New
WP
356
WealthShield Partners
North Carolina
$111K
LWM
357
Lodestone Wealth Management
Washington
$106K +$10K +103 +10%
W
358
WealthCollab
Washington
$105K
CTA
359
Colonial Trust Advisors
South Carolina
$102K
CVM
360
Cheviot Value Management
California
$102K
BTI
361
Blue Trust Inc
Georgia
$99.6K
SGK
362
Steigerwald Gordon & Koch
Virginia
$95.5K
PWA
363
Physician Wealth Advisors
Utah
$93.7K -$24.5K -252 -20%
UBS AM
364
UBS AM
Illinois
$89.5K +$87.5K +901 +2,002%
BC
365
Barrett & Company
Rhode Island
$87.4K
FDCDDQ
366
Federation des caisses Desjardins du Quebec
Quebec, Canada
$78.5K
CCWM
367
Cassaday & Co Wealth Management
Virginia
$77.1K +$79.2K +815 New
Russell Investments Group
368
Russell Investments Group
United Kingdom
$73.6K -$4.47K -46 -6%
MMG
369
Monetary Management Group
Missouri
$70.9K
Kayne Anderson Rudnick Investment Management
370
Kayne Anderson Rudnick Investment Management
California
$70.8K -$22K -226 -23%
CIR
371
Clear Investment Research
Georgia
$67.3K +$69.2K +712 New
RWM
372
Rialto Wealth Management
New York
$63.6K
FUBT
373
First United Bank & Trust
Maryland
$59K -$14.6K -150 -19%
AP
374
Advisortrust Partners
North Carolina
$58.8K +$60.4K +622 New
AIA
375
Armor Investment Advisors
North Carolina
$56.1K