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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
SWP
426
Strategic Wealth Partners
Ohio
$9.77K
CWM
427
Consultiva Wealth Management
Puerto Rico
$9.48K
AAG
428
Armstrong Advisory Group
Massachusetts
$9.39K +$4.76K +50 +100%
BFPW
429
BOK Financial Private Wealth
Colorado
$9.3K -$112K -1,178 -92%
IBOK
430
Independence Bank of Kentucky
Kentucky
$8.45K
MTIC
431
Missouri Trust & Investment Company
Missouri
$8.45K
MFT
432
Moisand Fitzgerald Tamayo
Florida
$7.98K
UCB
433
United Community Bank
South Carolina
$7.89K +$8.01K +84 New
CIBC Private Wealth Group
434
CIBC Private Wealth Group
Georgia
$7.83K
OFG
435
Oxford Financial Group
Indiana
$7.42K
SAM
436
Smartleaf Asset Management
Massachusetts
$7.36K
CCM
437
Chilton Capital Management
Texas
$7.04K -$101K -1,064 -93%
FMB
438
Field & Main Bank
Kentucky
$7.04K
AW
439
Avion Wealth
Texas
$7K -$6.39K -67 -47%
CAL
440
Capital Analysts LLC
Pennsylvania
$7K
GJIA
441
Glass Jacobson Investment Advisors
Maryland
$6.95K
NRC
442
New Republic Capital
North Carolina
$6.57K -$4.77M -50,053 -100%
CSB
443
City State Bank
Iowa
$5.63K
GCM
444
Gunpowder Capital Management
Maryland
$5.63K +$5.72K +60 New
AF
445
Alerus Financial
North Dakota
$5.35K
OCM
446
Orion Capital Management
California
$4.85K +$95 +1 +2%
IRC
447
Investors Research Corp
Georgia
$4.51K
UBS AM
448
UBS AM
Illinois
$4.22K +$4.29K +45 New
IWM
449
IMG Wealth Management
Florida
$4.12K +$95 +1 +2%
FHC
450
First Horizon Corporation
Tennessee
$3.85K -$4.96K -52 -56%