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iShares US Real Estate ETF

466 hedge funds and large institutions have $4.41B invested in iShares US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 149 increasing their positions, 154 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-8
Holders Change %
-1.69%
% of All Funds
6.25%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
45
Increased
149
Reduced
154
Closed
45
Calls
$690M
Puts
$545M
Net Calls
+$145M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Shares
Change %
SCP
101
Stamos Capital Partners
California
$2.81M +$1.1M +11,567 +64%
SOS
102
Silver Oak Securities
Tennessee
$2.77M +$175K +1,842 +7%
CCA
103
Checchi Capital Advisers
California
$2.76M -$592K -6,247 -18%
SS
104
SBI Securities
Japan
$2.75M -$108K -1,135 -4%
GRP
105
Global Retirement Partners
California
$2.75M +$2.75M +29,010 New
Balyasny Asset Management
106
Balyasny Asset Management
Illinois
$2.62M +$1.16M +12,232 +79%
JWA
107
JFS Wealth Advisors
Pennsylvania
$2.62M -$1.23K -13 -0%
WA
108
Waverly Advisors
Alabama
$2.54M +$1.21M +12,736 +91%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$2.53M -$212K -2,216 -8%
Walleye Capital
110
Walleye Capital
New York
$2.53M +$2.53M +26,698 New
JE
111
JMAC Enterprises
Pennsylvania
$2.47M +$168K +1,769 +7%
RFO
112
RiverGlades Family Offices
Florida
$2.46M +$114K +1,200 +5%
KAS
113
Kestra Advisory Services
Texas
$2.42M +$234K +2,465 +11%
SRC
114
Sage Rhino Capital
California
$2.31M +$40.9K +432 +2%
CIBC World Market
115
CIBC World Market
Ontario, Canada
$2.26M -$2.71M -28,600 -54%
WTB
116
Washington Trust Bank
Washington
$2.23M -$74.1K -782 -3%
AWM
117
Axxcess Wealth Management
California
$2.2M +$284 +3 +0%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$2.19M +$25.5K +269 +1%
SWA
119
SOA Wealth Advisors
New York
$2.17M -$255K -2,695 -11%
AP
120
Americana Partners
Texas
$2.08M +$2.08M +21,896 New
SFC
121
Summit Financial Consulting
Michigan
$2.07M +$2.07M +21,881 New
LA
122
Lifeworks Advisors
Michigan
$2.07M -$1.23M -13,021 -37%
EFG
123
Embree Financial Group
Illinois
$2.04M -$256K -2,706 -11%
NL
124
NEPC LLC
Massachusetts
$2.02M +$1.42K +15 +0.1%
AAS
125
Avantax Advisory Services
Texas
$2.01M -$107K -1,125 -5%