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iShares US Real Estate ETF

474 hedge funds and large institutions have $4.05B invested in iShares US Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 135 increasing their positions, 168 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
-38
Holders Change %
-7.42%
% of All Funds
6.44%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
47
Increased
135
Reduced
168
Closed
72
Calls
$541M
Puts
$425M
Net Calls
+$116M
Net Calls Change
+$301M
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
401
Asset Dedication LLC
California
$27.7K
MWP
402
MYCIO Wealth Partners
Pennsylvania
$24.7K
FHA
403
First Horizon Advisors
Tennessee
$23.3K -$43.6K -455 -65%
GWS
404
Greykasell Wealth Strategies
California
$23.3K +$23.3K +243 New
VWM
405
Valley Wealth Managers
New Jersey
$23.2K
PA
406
Pineridge Advisors
Missouri
$22.5K -$1.82K -19 -7%
SIM
407
Synergy Investment Management
Florida
$21.7K -$6.12K -64 -22%
GJIA
408
Glass Jacobson Investment Advisors
Maryland
$20.4K
National Bank of Canada
409
National Bank of Canada
Quebec, Canada
$19.7K +$2.68K +28 +16%
BCWM
410
Bartlett & Co Wealth Management
Ohio
$19.2K
PMAM
411
Picton Mahoney Asset Management
Ontario, Canada
$19K -$85.5K -900 -82%
CSC
412
Caldwell Sutter Capital
California
$18.8K
ST
413
Smithfield Trust
Pennsylvania
$18K
SS
414
Sunbelt Securities
Texas
$16.8K
N
415
Natixis
France
$16.3K
FMII
416
Farmers & Merchants Investments Inc
Nebraska
$16.3K
NP
417
NorthRock Partners
Minnesota
$16.2K +$16.2K +169 New
TFGT
418
TS Financial Group (TSFG)
Illinois
$16K
LWA
419
Lowe Wealth Advisors
Maryland
$15.1K
CWC
420
Carolinas Wealth Consulting
North Carolina
$14.7K -$192 -2 -1%
CA
421
Crewe Advisors
Utah
$14.4K
AssetMark Inc
422
AssetMark Inc
California
$13.6K -$1.72K -18 -11%
M
423
MOTCO
Texas
$13.6K
OSAM
424
O'Shaughnessy Asset Management
Connecticut
$13.4K +$4.5K +47 +51%
AW
425
Avion Wealth
Texas
$13K