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iShares US Real Estate ETF

467 hedge funds and large institutions have $4.41B invested in iShares US Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $777M | Put options by funds: $443M

2% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 46

0% less capital invested

Capital invested by funds: $4.41B → $4.41B (-$925K)

10% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 153

2% less funds holding

Funds holding: 476467 (-9)

4.84% less ownership

Funds ownership: 122.04%117.19% (-4.8%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
467
Holders Change
-9
Holders Change %
-1.89%
% of All Funds
6.13%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
47
Increased
138
Reduced
153
Closed
46
Calls
$777M
Puts
$443M
Net Calls
+$334M
Net Calls Change
+$188M
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
401
Caldwell Sutter Capital
California
$19K
NSIM
402
North Star Investment Management
Illinois
$18.6K
HWA
403
Heartwood Wealth Advisors
Virginia
$18.4K +$18.3K +190 New
ST
404
Smithfield Trust
Pennsylvania
$18K
CYG
405
Clean Yield Group
Vermont
$17K +$16.8K +175 New
PFBT
406
Parkside Financial Bank & Trust
Missouri
$16.7K
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$16.5K
TFGT
408
TS Financial Group (TSFG)
Illinois
$16K
LWA
409
Lowe Wealth Advisors
Maryland
$15.3K
CA
410
Crewe Advisors
Utah
$14.6K
CWM
411
Cranbrook Wealth Management
Michigan
$14.4K -$113K -1,175 -89%
M
412
MOTCO
Texas
$13.8K
AW
413
Avion Wealth
Texas
$13K
EB
414
Eastern Bank
Massachusetts
$12.8K
HWM
415
Horizons Wealth Management
North Carolina
$12.5K
CFD
416
Creative Financial Designs
Indiana
$11.9K -$585K -6,076 -98%
FRA
417
Front Row Advisors
California
$11.7K
EWM
418
EPG Wealth Management
Georgia
$10.8K
AssetMark Inc
419
AssetMark Inc
California
$10.6K +$289 +3 +3%
AA
420
Ancora Advisors
Ohio
$10.3K +$96 +1 +1%
SWP
421
Strategic Wealth Partners
Ohio
$10.1K
CWM
422
Consultiva Wealth Management
Puerto Rico
$9.8K
MG
423
Mather Group
Illinois
$9.51K +$9.43K +98 New
RF
424
Robinswood Financial
Washington
$9.11K
FHC
425
First Horizon Corporation
Tennessee
$9.03K +$8.95K +93 New