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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

35% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 72

40% less capital invested

Capital invested by funds: $6.72B → $4.05B (-$2.66B)

Holders
474
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$541M
Puts
$425M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
201
Clear Creek Financial Management
Washington
$716K
AF
202
Allworth Financial
California
$711K
GFWA
203
Grey Fox Wealth Advisors
Delaware
$685K
BWG
204
Balanced Wealth Group
Ohio
$679K
CAM
205
Covenant Asset Management
New Jersey
$677K
Deutsche Bank
206
Deutsche Bank
Germany
$669K
ALA
207
Atlas Legacy Advisors
California
$669K
SIS
208
Sound Income Strategies
Florida
$669K
EWP
209
Elevation Wealth Partners
California
$653K
DCM
210
Dimension Capital Management
Florida
$632K
KP
211
Keel Point
Alabama
$627K
CMP
212
Courage Miller Partners
Virginia
$622K
MGIA
213
Moneta Group Investment Advisors
Missouri
$615K
AllianceBernstein
214
AllianceBernstein
Tennessee
$611K
OPS
215
Orion Portfolio Solutions
Nebraska
$601K
BCI
216
Brinker Capital Investments
Pennsylvania
$601K
WIM
217
Waycross Investment Management
Washington
$600K
WPW
218
Waldron Private Wealth
Pennsylvania
$598K
CFD
219
Creative Financial Designs
Indiana
$591K
Jones Financial Companies
220
Jones Financial Companies
Missouri
$582K
JWCA
221
J.W. Cole Advisors
Florida
$581K
BA
222
Bristlecone Advisors
Washington
$575K
ASN
223
Advisory Services Network
Georgia
$572K
GAM
224
Gould Asset Management
California
$572K
RIA
225
Regal Investment Advisors
Michigan
$570K