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iShares US Real Estate ETF

457 hedge funds and large institutions have $4.02B invested in iShares US Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 151 increasing their positions, 128 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $745M | Put options by funds: $348M

18% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 128

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 55

3% less funds holding

Funds holding: 473457 (-16)

6.42% less ownership

Funds ownership: 111.15%104.73% (-6.4%)

15% less capital invested

Capital invested by funds: $4.72B → $4.02B (-$702M)

Holders
457
Holders Change
-16
Holders Change %
-3.38%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
51
Increased
151
Reduced
128
Closed
55
Calls
$745M
Puts
$348M
Net Calls
+$397M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
Rodgers & Associates
Pennsylvania
$3.89M +$111K +1,139 +3%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$3.87M -$881K -9,064 -18%
Osaic Holdings
78
Osaic Holdings
Arizona
$3.8M -$19.3K -199 -0.5%
SCP
79
Stamos Capital Partners
California
$3.62M +$533K +5,489 +17%
PNAA
80
Pictet North America Advisors
Switzerland
$3.54M
FAM
81
Forte Asset Management
New York
$3.4M +$181K +1,867 +5%
SSWM
82
Sheets Smith Wealth Management
North Carolina
$3.4M
AFG
83
Allegheny Financial Group
Pennsylvania
$3.37M +$93.6K +964 +3%
WIC
84
Whitegate Investment Counselors
New Hampshire
$3.3M -$9.33K -96 -0.3%
CCA
85
Checchi Capital Advisers
California
$3.29M -$203K -2,089 -6%
SI
86
Stephens Inc
Arkansas
$3.27M -$33.1K -341 -1%
FW
87
Fairway Wealth
Ohio
$3.26M +$1.07K +11 +0%
Corient Private Wealth
88
Corient Private Wealth
Florida
$3.23M -$4.04M -41,595 -55%
SRC
89
Sage Rhino Capital
California
$3M +$599K +6,171 +24%
WA
90
Waverly Advisors
Alabama
$2.98M +$246K +2,533 +9%
TA
91
TCM Advisors
West Virginia
$2.96M
BBVA
92
Banco Bilbao Vizcaya Argentaria
Spain
$2.91M +$1.04M +10,670 +53%
AWM
93
Axxcess Wealth Management
California
$2.85M -$40.6K -418 -1%
JWA
94
JFS Wealth Advisors
Pennsylvania
$2.75M -$14.6K -150 -0.5%
JE
95
JMAC Enterprises
Pennsylvania
$2.69M +$11K +113 +0.4%
KAS
96
Kestra Advisory Services
Texas
$2.62M +$260K +2,675 +11%
SS
97
SBI Securities
Japan
$2.6M -$52.7K -542 -2%
William Blair & Company
98
William Blair & Company
Illinois
$2.58M +$664K +6,839 +33%
MWPCG
99
Measured Wealth Private Client Group
New Hampshire
$2.57M -$70.9K -730 -3%
SOS
100
Silver Oak Securities
Tennessee
$2.53M -$13.1K -135 -0.5%