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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
Corient Private Wealth
51
Corient Private Wealth
Florida
$7.18M +$4.26M +44,699 +142%
PCH
52
PGIM Custom Harvest
New Jersey
$6.68M -$34.8M -364,784 -84%
MGIA
53
Matthew Goff Investment Advisor
Texas
$6.47M -$35.5K -373 -0.5%
OFG
54
Omega Financial Group
California
$6.2M +$5.8M +60,807 +1,155%
Renaissance Technologies
55
Renaissance Technologies
New York
$5.99M -$610K -6,400 -9%
SCM
56
SCS Capital Management
Massachusetts
$5.94M -$6.67K -70 -0.1%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$5.62M +$5.7M +59,816 New
CC
58
Courier Capital
New York
$5.42M +$155K +1,631 +3%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$5.4M +$108K +1,132 +2%
WTB
60
Washington Trust Bank
Washington
$5.14M +$3.64M +38,196 +231%
Millennium Management
61
Millennium Management
New York
$5.13M -$335K -3,515 -6%
MWM
62
Mission Wealth Management
California
$5.13M -$555K -5,822 -10%
AFG
63
Arkansas Financial Group
Arkansas
$5.03M -$2.96K -31 -0.1%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$5M -$798K -8,368 -14%
CWM
65
CarsonAllaria Wealth Management
Illinois
$4.98M +$327K +3,426 +7%
CCM
66
Consolidated Capital Management
California
$4.86M +$4.94M +51,797 New
AFO
67
Allie Family Office
Florida
$4.74M +$12.5K +131 +0.3%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$4.7M -$542K -5,682 -10%
Cerity Partners
69
Cerity Partners
New York
$4.63M -$3.34K -35 -0.1%
Truist Financial
70
Truist Financial
North Carolina
$4.62M -$21.6K -227 -0.5%
JGC
71
J. Goldman & Co
New York
$4.35M -$17.3M -181,449 -80%
R
72
Rebalance
California
$4.27M -$173K -1,815 -4%
MWM
73
Modern Wealth Management
Kansas
$3.88M +$111K +1,164 +3%
JF
74
Jump Financial
Illinois
$3.85M -$512K -5,367 -12%
Osaic Holdings
75
Osaic Holdings
Arizona
$3.79M -$1.4M -14,669 -27%