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iShares US Real Estate ETF

467 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 47 funds opening new positions, 138 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $777M | Put options by funds: $443M

2% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 46

0% less capital invested

Capital invested by funds: $4.41B → $4.41B (-$925K)

10% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 153

2% less funds holding

Funds holding: 476467 (-9)

4.84% less ownership

Funds ownership: 122.04%117.19% (-4.8%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
467
Holders Change
-9
Holders Change %
-1.89%
% of All Funds
6.13%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
47
Increased
138
Reduced
153
Closed
46
Calls
$777M
Puts
$443M
Net Calls
+$334M
Net Calls Change
+$188M
Name Holding Trade Value Shares
Change
Change in
Stake
RFO
101
RiverGlades Family Offices
Florida
$2.54M +$18.8K +195 +0.8%
KCM
102
KM Capital Management
Texas
$2.43M -$531K -5,515 -18%
SRC
103
Sage Rhino Capital
California
$2.41M +$45.3K +471 +2%
KAS
104
Kestra Advisory Services
Texas
$2.4M -$84.2K -875 -3%
AWM
105
Axxcess Wealth Management
California
$2.25M
Baird Financial Group
106
Baird Financial Group
Wisconsin
$2.21M +$637K +6,620 +41%
MGP
107
M&G plc
United Kingdom
$2.16M +$2.52M +26,200 New
Fidelity Investments
108
Fidelity Investments
Massachusetts
$2.16M -$79.8K -829 -4%
NL
109
NEPC LLC
Massachusetts
$2.09M +$25.2K +262 +1%
SWA
110
SOA Wealth Advisors
New York
$2.08M -$144K -1,500 -7%
WSFS
111
Wilmington Savings Fund Society
Delaware
$1.98M -$37.5K -390 -2%
DWM
112
Dogwood Wealth Management
Kansas
$1.98M +$185K +1,920 +10%
William Blair & Company
113
William Blair & Company
Illinois
$1.97M +$23.4K +243 +1%
FCFC
114
First Citizens Financial Corp
Iowa
$1.96M -$49.7K -516 -2%
GRP
115
Global Retirement Partners
California
$1.95M -$861K -8,948 -31%
CI
116
Cordant Inc
Oregon
$1.94M -$36.9K -383 -2%
Comerica Bank
117
Comerica Bank
Texas
$1.88M +$962 +10 +0.1%
CH
118
Canton Hathaway
Rhode Island
$1.88M +$101K +1,050 +6%
Northern Trust
119
Northern Trust
Illinois
$1.84M -$87.6K -910 -5%
SCP
120
Stamos Capital Partners
California
$1.83M -$1.04M -10,773 -36%
BFM
121
Broadview Financial Management
Wisconsin
$1.82M +$15.8K +164 +0.9%
LPT
122
Legacy Private Trust
Wisconsin
$1.82M -$65.9K -685 -4%
SFS
123
Sowell Financial Services
Arkansas
$1.79M -$14.2K -148 -0.8%
EFG
124
Embree Financial Group
Illinois
$1.79M -$299K -3,109 -14%
EAM
125
Evanson Asset Management
California
$1.79M +$4.52K +47 +0.3%