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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
KFAS
351
Keating Financial Advisory Services
Kansas
$173K +$176K +1,846 New
QT
352
Quantbot Technologies
New York
$153K +$103K +1,083 +198%
AUB
353
Atlantic Union Bankshares
Virginia
$151K
TWC
354
TD Waterhouse Canada
Ontario, Canada
$148K +$7.72K +81 +5%
SWM
355
Spire Wealth Management
Virginia
$148K +$1.14K +12 +0.8%
PP
356
Pacifica Partners
Canada
$148K
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$147K -$21.5K -226 -13%
IA
358
IFP Advisors
Florida
$144K -$4.48K -47 -3%
GT
359
Glenmede Trust
Pennsylvania
$140K +$142K +1,489 New
HFS
360
Hughes Financial Services
Virginia
$130K
PWA
361
Physician Wealth Advisors
Utah
$117K -$10.3K -108 -8%
WP
362
WealthShield Partners
North Carolina
$110K +$34.3K +360 +44%
W
363
WealthCollab
Washington
$104K
CVM
364
Cheviot Value Management
California
$103K +$95 +1 +0.1%
CTA
365
Colonial Trust Advisors
South Carolina
$102K +$103K +1,083 New
BTI
366
Blue Trust Inc
Georgia
$98.9K -$19.3K -203 -16%
LWM
367
Lodestone Wealth Management
Washington
$95.2K +$96.6K +1,014 New
SGK
368
Steigerwald Gordon & Koch
Virginia
$94.8K
Kayne Anderson Rudnick Investment Management
369
Kayne Anderson Rudnick Investment Management
California
$91.5K
CI
370
CX Institutional
Indiana
$89K +$86.1K +903 +2,150%
BC
371
Barrett & Company
Rhode Island
$86.8K
FDCDDQ
372
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.9K
Russell Investments Group
373
Russell Investments Group
United Kingdom
$77.4K -$4.38K -46 -5%
FUBT
374
First United Bank & Trust
Maryland
$72.7K -$6.96K -73 -9%
MMG
375
Monetary Management Group
Missouri
$70.4K -$47.7K -500 -40%