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iShares US Real Estate ETF

457 hedge funds and large institutions have $4.02B invested in iShares US Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 151 increasing their positions, 128 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $745M | Put options by funds: $348M

18% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 128

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 55

4% less funds holding

Funds holding: 474457 (-17)

6.42% less ownership

Funds ownership: 111.15%104.73% (-6.4%)

15% less capital invested

Capital invested by funds: $4.72B → $4.02B (-$702M)

Holders
457
Holders Change
-17
Holders Change %
-3.59%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
50
Increased
151
Reduced
128
Closed
55
Calls
$745M
Puts
$348M
Net Calls
+$397M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
201
TAGStone Capital
North Carolina
$708K -$384K -3,948 -35%
BWG
202
Balanced Wealth Group
Ohio
$687K +$8.45K +87 +1%
SIM
203
SSI Investment Management
California
$666K
Deutsche Bank
204
Deutsche Bank
Germany
$661K
KF
205
Krilogy Financial
Missouri
$659K +$291 +3 +0%
AWA
206
American Wealth Advisors
Georgia
$653K +$97 +1 +0%
EWP
207
Elevation Wealth Partners
California
$642K
GWP
208
Gen-Wealth Partners
Michigan
$639K -$53.9K -555 -8%
PWM
209
Perigon Wealth Management
California
$639K +$107K +1,100 +19%
GAM
210
Gould Asset Management
California
$633K -$11.2K -115 -2%
NL
211
NWAM LLC
Washington
$620K -$34.1K -351 -5%
CAM
212
Covenant Asset Management
New Jersey
$620K
AHC
213
Adell Harriman & Carpenter
Texas
$617K -$106K -1,087 -14%
BCI
214
Brinker Capital Investments
Pennsylvania
$616K +$62K +638 +11%
PFS
215
Prospera Financial Services
Texas
$608K +$21.8K +224 +4%
BLWM
216
Bucket List Wealth Management
Florida
$607K +$6.61K +68 +1%
EWA
217
Exit Wealth Advisors
Georgia
$602K -$87.5K -901 -12%
FA
218
Flagstar Advisors
New York
$595K -$20.6K -212 -3%
PFA
219
Pure Financial Advisors
California
$591K +$3.79K +39 +0.6%
WPW
220
Waldron Private Wealth
Pennsylvania
$591K
MMA
221
Miracle Mile Advisors
California
$591K -$35.7K -368 -6%
GCP
222
GSA Capital Partners
United Kingdom
$589K +$605K +6,227 New
BA
223
Ballew Advisors
Mississippi
$587K -$913K -9,402 -61%
FFA
224
Farther Finance Advisors
California
$587K +$94.8K +976 +19%
DCM
225
Dimension Capital Management
Florida
$587K -$11.9K -123 -2%