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iShares US Real Estate ETF

463 hedge funds and large institutions have $4.32B invested in iShares US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 38 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:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% less capital invested

Capital invested by funds: $4.41B → $4.32B (-$94.4M)

15.56% less ownership

Funds ownership: 117.18%101.62% (-16%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
463
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$785M
Puts
$424M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
151
Atria Investments
North Carolina
$1.14M
MA
152
Mutual Advisors
Nebraska
$1.1M
AC
153
Apella Capital
Connecticut
$1.1M
HWM
154
HB Wealth Management
Georgia
$1.09M
TC
155
TAGStone Capital
North Carolina
$1.07M
LA
156
Lifeworks Advisors
Michigan
$1.07M
FTA
157
Financial & Tax Architects
Missouri
$1.06M
CF
158
Centaurus Financial
California
$1.03M
AF
159
Allworth Financial
California
$1.03M
SC
160
Scotia Capital
Ontario, Canada
$999K
SIAM
161
Sterling Investment Advisors (Missouri)
Missouri
$998K
FF
162
Finley Financial
Nevada
$994K
HNB
163
Huntington National Bank
Ohio
$991K
SWA
164
Stratos Wealth Advisors
Ohio
$984K
Walleye Capital
165
Walleye Capital
New York
$981K
BRWA
166
B. Riley Wealth Advisors
Florida
$954K
GPA
167
Guidance Point Advisors
Massachusetts
$951K
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$949K
DCM
169
Discovery Capital Management
Connecticut
$944K
CA
170
Crossingbridge Advisors
New York
$943K
AA
171
AlphaCentric Advisors
Puerto Rico
$939K
Toronto Dominion Bank
172
Toronto Dominion Bank
Ontario, Canada
$930K
BWA
173
BlueSky Wealth Advisors
North Carolina
$927K
PFPG
174
Pinnacle Financial Partners (Georgia)
Georgia
$920K
FA
175
Faithward Advisors
Pennsylvania
$889K