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iShares Core US REIT ETF

400 hedge funds and large institutions have $2.38B invested in iShares Core US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 185 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 26

70% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 109

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

3% more funds holding

Funds holding: 389400 (+11)

4% more capital invested

Capital invested by funds: $2.28B → $2.38B (+$97.8M)

0.5% less ownership

Funds ownership: 69.2%68.7% (-0.5%)

Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
4.93%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
46
Increased
185
Reduced
109
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSP
226
Cary Street Partners
Virginia
$504K -$3.18K -53 -0.6%
PWP
227
PrairieView Wealth Partners
Illinois
$500K -$4.39K -73 -0.9%
FFP
228
FourThought Financial Partners
Florida
$499K +$30.3K +504 +6%
MA
229
Mutual Advisors
Nebraska
$496K -$25.3K -421 -5%
MW
230
MBL Wealth
North Carolina
$493K
NA
231
NewEdge Advisors
Louisiana
$493K +$231K +3,847 +86%
CCM
232
Coldstream Capital Management
Washington
$491K
LWMNY
233
Landmark Wealth Management (New York)
New York
$487K +$80.2K +1,335 +19%
PWP
234
Parkwoods Wealth Partners
New York
$487K +$46.1K +768 +10%
SFC
235
Summit Financial Consulting
Michigan
$480K +$74.4K +1,238 +18%
MWM
236
MBE Wealth Management
Wisconsin
$478K -$30.5K -507 -6%
IC
237
IEQ Capital
California
$476K
Betterment LLC
238
Betterment LLC
New York
$474K +$54.8K +912 +13%
SA
239
Sanctuary Advisors
Indiana
$469K -$1.43M -23,738 -75%
PA
240
Parallel Advisors
California
$463K +$29.1K +485 +7%
Truist Financial
241
Truist Financial
North Carolina
$458K -$674K -11,221 -59%
QCIG
242
Quad-Cities Investment Group
Iowa
$450K -$2.28K -38 -0.5%
Janney Montgomery Scott
243
Janney Montgomery Scott
Pennsylvania
$447K +$50.9K +847 +13%
CIA
244
Concurrent Investment Advisors
Florida
$444K +$114K +1,900 +34%
MMA
245
Miracle Mile Advisors
California
$437K -$98.6K -1,641 -18%
WCM
246
Wealthcare Capital Management
Virginia
$420K +$163K +2,705 +61%
CA
247
CGN Advisors
Kansas
$418K -$77.5K -1,290 -15%
AFG
248
Arkansas Financial Group
Arkansas
$418K +$9.91K +165 +2%
ULWM
249
Upper Left Wealth Management
Florida
$415K -$1.68K -28 -0.4%
MCM
250
MidAtlantic Capital Management
Virginia
$410K