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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
SIAM
176
Sterling Investment Advisors (Missouri)
Missouri
$902K -$72.3K -751 -7%
EFG
177
Ethos Financial Group
Pennsylvania
$891K
KCAM
178
Kagan Cocozza Asset Management
New Jersey
$886K -$25.2K -262 -3%
WANY
179
Wealthspire Advisors (New York)
New York
$860K -$126K -1,312 -13%
FA
180
Faithward Advisors
Pennsylvania
$858K +$28.1K +292 +3%
AHC
181
Adell Harriman & Carpenter
Texas
$838K -$24.1K -250 -3%
Bank of New York Mellon
182
Bank of New York Mellon
New York
$832K +$28.8K +299 +4%
GI
183
GLOBALT Investments
Georgia
$829K -$45.5K -473 -5%
CFB
184
Cullen/Frost Bankers
Texas
$816K +$20.7K +215 +3%
MC
185
Moors & Cabot
Massachusetts
$815K +$10.4K +108 +1%
CP
186
Creekside Partners
California
$793K +$1.93K +20 +0.2%
MGIA
187
Moneta Group Investment Advisors
Missouri
$790K +$125K +1,301 +19%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$780K -$11.2K -116 -1%
WP
189
Westmount Partners
California
$758K -$15.9K -165 -2%
M&T Bank
190
M&T Bank
New York
$748K
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
$745K -$16.6K -173 -2%
ALA
192
Atlas Legacy Advisors
California
$740K -$9.04K -94 -1%
Jones Financial Companies
193
Jones Financial Companies
Missouri
$737K +$59.5K +618 +9%
KP
194
Keel Point
Alabama
$735K -$16.1K -167 -2%
CMP
195
Courage Miller Partners
Virginia
$696K +$28.6K +297 +4%
DS
196
DRW Securities
Illinois
$688K
SIM
197
SSI Investment Management
California
$684K
BWG
198
Balanced Wealth Group
Ohio
$680K
Deutsche Bank
199
Deutsche Bank
Germany
$678K
JWCA
200
J.W. Cole Advisors
Florida
$672K +$62.3K +647 +10%