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iShares US Real Estate ETF

474 hedge funds and large institutions have $4.05B invested in iShares US Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 135 increasing their positions, 168 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
-38
Holders Change %
-7.42%
% of All Funds
6.44%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
47
Increased
135
Reduced
168
Closed
72
Calls
$541M
Puts
$425M
Net Calls
+$116M
Net Calls Change
+$301M
Name Holding Trade Value Shares
Change
Shares
Change %
CCFM
201
Clear Creek Financial Management
Washington
$716K -$14.2M -148,088 -95%
AF
202
Allworth Financial
California
$711K -$264K -2,860 -27%
GFWA
203
Grey Fox Wealth Advisors
Delaware
$685K +$76.5K +799 +13%
BWG
204
Balanced Wealth Group
Ohio
$679K +$2.59K +27 +0.4%
CAM
205
Covenant Asset Management
New Jersey
$677K -$11K -115 -2%
Deutsche Bank
206
Deutsche Bank
Germany
$669K
ALA
207
Atlas Legacy Advisors
California
$669K -$109K -1,153 -14%
SIS
208
Sound Income Strategies
Florida
$669K +$14K +146 +2%
EWP
209
Elevation Wealth Partners
California
$653K
DCM
210
Dimension Capital Management
Florida
$632K -$3.26K -34 -0.5%
KP
211
Keel Point
Alabama
$627K +$4.12K +43 +0.7%
CMP
212
Courage Miller Partners
Virginia
$622K +$8.23K +86 +1%
MGIA
213
Moneta Group Investment Advisors
Missouri
$615K +$17.3K +181 +3%
AllianceBernstein
214
AllianceBernstein
Tennessee
$611K +$110K +1,149 +22%
BCI
215
Brinker Capital Investments
Pennsylvania
$601K +$165K +1,726 +38%
OPS
216
Orion Portfolio Solutions
Nebraska
$601K +$165K +1,726 +38%
WIM
217
Waycross Investment Management
Washington
$600K +$70.9K +740 +13%
WPW
218
Waldron Private Wealth
Pennsylvania
$598K
CFD
219
Creative Financial Designs
Indiana
$591K +$169K +1,767 +40%
Jones Financial Companies
220
Jones Financial Companies
Missouri
$582K +$382K +4,036 +191%
JWCA
221
J.W. Cole Advisors
Florida
$581K +$308K +3,215 +113%
BA
222
Bristlecone Advisors
Washington
$575K -$44.5K -465 -7%
ASN
223
Advisory Services Network
Georgia
$572K -$5.75K -60 -1%
GAM
224
Gould Asset Management
California
$572K
RIA
225
Regal Investment Advisors
Michigan
$570K -$5.36K -56 -0.9%