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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
PP
351
Pacifica Partners
Canada
$148K
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$147K
IA
353
IFP Advisors
Florida
$144K
GT
354
Glenmede Trust
Pennsylvania
$140K
HFS
355
Hughes Financial Services
Virginia
$130K
PWA
356
Physician Wealth Advisors
Utah
$117K
WP
357
WealthShield Partners
North Carolina
$110K
W
358
WealthCollab
Washington
$104K
CVM
359
Cheviot Value Management
California
$103K
CTA
360
Colonial Trust Advisors
South Carolina
$102K
BTI
361
Blue Trust Inc
Georgia
$98.9K
LWM
362
Lodestone Wealth Management
Washington
$95.2K
SGK
363
Steigerwald Gordon & Koch
Virginia
$94.8K
Kayne Anderson Rudnick Investment Management
364
Kayne Anderson Rudnick Investment Management
California
$91.5K
CI
365
CX Institutional
Indiana
$89K
BC
366
Barrett & Company
Rhode Island
$86.8K
FDCDDQ
367
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.9K
Russell Investments Group
368
Russell Investments Group
United Kingdom
$77.4K
FUBT
369
First United Bank & Trust
Maryland
$72.7K
MMG
370
Monetary Management Group
Missouri
$70.4K
HI
371
Harbour Investments
Wisconsin
$65.7K
HWA
372
Heritage Wealth Advisors
Virginia
$65.7K
RWM
373
Rialto Wealth Management
New York
$63.2K
AIA
374
Armor Investment Advisors
North Carolina
$55.7K
MCA
375
Maryland Capital Advisors
Maryland
$54.5K