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iShares US Real Estate ETF

454 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 46 funds opening new positions, 134 increasing their positions, 149 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

4.91% less ownership

Funds ownership: 121.94%117.03% (-4.9%)

10% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 149

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
454
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$777M
Puts
$443M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFO
101
RiverGlades Family Offices
Florida
$2.54M
KCM
102
KM Capital Management
Texas
$2.43M
SRC
103
Sage Rhino Capital
California
$2.41M
KAS
104
Kestra Advisory Services
Texas
$2.4M
AWM
105
Axxcess Wealth Management
California
$2.25M
Baird Financial Group
106
Baird Financial Group
Wisconsin
$2.21M
MGP
107
M&G plc
United Kingdom
$2.16M
Fidelity Investments
108
Fidelity Investments
Massachusetts
$2.16M
NL
109
NEPC LLC
Massachusetts
$2.09M
SWA
110
SOA Wealth Advisors
New York
$2.08M
WSFS
111
Wilmington Savings Fund Society
Delaware
$1.98M
DWM
112
Dogwood Wealth Management
Kansas
$1.98M
William Blair & Company
113
William Blair & Company
Illinois
$1.97M
FCFC
114
First Citizens Financial Corp
Iowa
$1.96M
GRP
115
Global Retirement Partners
California
$1.95M
CI
116
Cordant Inc
Oregon
$1.94M
Comerica Bank
117
Comerica Bank
Texas
$1.88M
CH
118
Canton Hathaway
Rhode Island
$1.88M
Northern Trust
119
Northern Trust
Illinois
$1.84M
SCP
120
Stamos Capital Partners
California
$1.83M
BFM
121
Broadview Financial Management
Wisconsin
$1.82M
LPT
122
Legacy Private Trust
Wisconsin
$1.82M
SFS
123
Sowell Financial Services
Arkansas
$1.79M
EFG
124
Embree Financial Group
Illinois
$1.79M
EAM
125
Evanson Asset Management
California
$1.79M