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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
RA
76
Rodgers & Associates
Pennsylvania
$3.76M +$34.6K +363 +0.9%
HighTower Advisors
77
HighTower Advisors
Illinois
$3.74M -$562K -5,894 -13%
RPCA
78
Running Point Capital Advisors
California
$3.68M -$1.15M -12,068 -24%
PNAA
79
Pictet North America Advisors
Switzerland
$3.51M
CCA
80
Checchi Capital Advisers
California
$3.47M +$849K +8,906 +32%
SSWM
81
Sheets Smith Wealth Management
North Carolina
$3.38M
WIC
82
Whitegate Investment Counselors
New Hampshire
$3.29M -$17.8K -187 -0.5%
SI
83
Stephens Inc
Arkansas
$3.28M +$191 +2 +0%
AFG
84
Allegheny Financial Group
Pennsylvania
$3.26M -$41.5K -435 -1%
FW
85
Fairway Wealth
Ohio
$3.24M +$3.34K +35 +0.1%
FAM
86
Forte Asset Management
New York
$3.21M +$215K +2,252 +7%
SCP
87
Stamos Capital Partners
California
$3.08M +$1.33M +13,981 +74%
TRCT
88
Tower Research Capital (TRC)
New York
$2.95M +$1.87M +19,614 +167%
OAM
89
Oppenheimer Asset Management
New York
$2.88M +$2.93M +30,696 New
TA
90
TCM Advisors
West Virginia
$2.87M
AWM
91
Axxcess Wealth Management
California
$2.86M +$697K +7,316 +32%
JWA
92
JFS Wealth Advisors
Pennsylvania
$2.74M -$17.3K -181 -0.6%
WA
93
Waverly Advisors
Alabama
$2.72M -$567K -5,952 -17%
JE
94
JMAC Enterprises
Pennsylvania
$2.66M +$111K +1,161 +4%
RIM
95
Rakuten Investment Management
Japan
$2.66M
SS
96
SBI Securities
Japan
$2.63M -$17.6K -185 -0.7%
MWPCG
97
Measured Wealth Private Client Group
New Hampshire
$2.62M -$2.32M -24,355 -47%
SOS
98
Silver Oak Securities
Tennessee
$2.55M -$119K -1,245 -4%
BFG
99
Beto Financial Group
Idaho
$2.54M +$2.54M +26,690 New
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$2.48M -$99.6K -1,045 -4%