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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
NL
201
NWAM LLC
Washington
$672K +$385 +4 +0.1%
MWM
202
Modera Wealth Management
New Jersey
$669K -$5.58K -58 -0.8%
AWA
203
American Wealth Advisors
Georgia
$665K +$659K +6,852 New
EWP
204
Elevation Wealth Partners
California
$662K
CAM
205
Covenant Asset Management
New Jersey
$646K -$20.2K -210 -3%
DCM
206
Dimension Capital Management
Florida
$641K
BCI
207
Brinker Capital Investments
Pennsylvania
$639K +$24.6K +256 +4%
PFA
208
Pure Financial Advisors
California
$637K
PFS
209
Prospera Financial Services
Texas
$635K -$23.1K -240 -4%
GWP
210
Gen-Wealth Partners
Michigan
$632K +$626K +6,510 New
BAM
211
BLKBRD Asset Management
Connecticut
$621K +$616K +6,399 New
KF
212
Krilogy Financial
Missouri
$615K +$624K +6,485 New
EWA
213
Encompass Wealth Advisors
Oregon
$607K +$58.1K +604 +11%
WPW
214
Waldron Private Wealth
Pennsylvania
$606K
IWC
215
Integrated Wealth Concepts
Massachusetts
$594K +$44.2K +459 +8%
CFP
216
Cypress Financial Planning
New Jersey
$590K
Marshall Wace
217
Marshall Wace
United Kingdom
$582K -$4.02M -41,765 -87%
CCFM
218
Clear Creek Financial Management
Washington
$581K -$3.2M -33,289 -85%
FA
219
Flagstar Advisors
New York
$575K +$30.6K +318 +6%
TWP
220
TFO Wealth Partners
Ohio
$574K +$96 +1 +0%
BHBT
221
Burke & Herbert Bank & Trust
Virginia
$569K
GAM
222
Gould Asset Management
California
$555K -$5.77K -60 -1%
RIA
223
Regal Investment Advisors
Michigan
$547K -$14.7K -153 -3%
ASN
224
Advisory Services Network
Georgia
$545K +$80.8K +840 +18%
Mirae Asset Global Investments
225
Mirae Asset Global Investments
South Korea
$541K