We are live on ! Find out more
IYR icon

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
IBOK
426
Independence Bank of Kentucky
Kentucky
$8.74K
MTIC
427
Missouri Trust & Investment Company
Missouri
$8.74K
AWM
428
Abound Wealth Management
Tennessee
$8.48K +$8.37K +87 New
MFT
429
Moisand Fitzgerald Tamayo
Florida
$8.25K
CPA
430
Cardiff Park Advisors
California
$8.25K
CIBC Private Wealth Group
431
CIBC Private Wealth Group
Georgia
$8.03K +$96 +1 +1%
BWL
432
Bogart Wealth LLC
Virginia
$7.81K
OFG
433
Oxford Financial Group
Indiana
$7.67K
SAM
434
Smartleaf Asset Management
Massachusetts
$7.5K
FMB
435
Field & Main Bank
Kentucky
$7.28K
GJIA
436
Glass Jacobson Investment Advisors
Maryland
$7.18K
CAL
437
Capital Analysts LLC
Pennsylvania
$7K
CSB
438
City State Bank
Iowa
$5.83K
AF
439
Alerus Financial
North Dakota
$5.53K -$4.91K -51 -47%
OCM
440
Orion Capital Management
California
$4.97K
AAG
441
Armstrong Advisory Group
Massachusetts
$4.85K -$674 -7 -12%
IRC
442
Investors Research Corp
Georgia
$4.66K +$96 +1 +2%
IWM
443
IMG Wealth Management
Florida
$4.22K
CI
444
CX Institutional
Indiana
$4K -$17.3K -180 -81%
CPG
445
Cornerstone Planning Group
New Jersey
$3.89K
GEA
446
Glen Eagle Advisors
New Jersey
$3.88K
SWP
447
SIMA Wealth Partners
Virginia
$3.79K +$3.75K +39 New
MWM
448
Mascoma Wealth Management
New Hampshire
$3.4K -$3.37K -35 -50%
FDCP
449
Foster Dykema Cabot & Partners
Massachusetts
$3.3K
KFI
450
Key Financial Inc
Pennsylvania
$3.11K