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iShares Core US REIT ETF

389 hedge funds and large institutions have $2.28B invested in iShares Core US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 173 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 23

77% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 98

10% more capital invested

Capital invested by funds: $2.07B → $2.28B (+$213M)

8% more funds holding

Funds holding: 359389 (+30)

3.97% more ownership

Funds ownership: 65.23%69.2% (+4%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.82M

Holders
389
Holders Change
+30
Holders Change %
+8.36%
% of All Funds
4.73%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.15%
New
59
Increased
173
Reduced
98
Closed
23
Calls
Puts
$1.82M
Net Calls
-$1.82M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
226
Citadel Advisors
Florida
$474K +$482K +8,318 New
CCM
227
Coldstream Capital Management
Washington
$473K
Fidelity Investments
228
Fidelity Investments
Massachusetts
$467K +$46.7K +806 +11%
IC
229
IEQ Capital
California
$458K -$5.91K -102 -1%
FFP
230
FourThought Financial Partners
Florida
$452K +$44.5K +769 +11%
QCIG
231
Quad-Cities Investment Group
Iowa
$435K +$8.97K +155 +2%
PWP
232
Parkwoods Wealth Partners
New York
$424K +$210K +3,623 +95%
PA
233
Parallel Advisors
California
$418K +$174 +3 +0%
RF
234
RHS Financial
California
$415K +$422K +7,286 New
Betterment LLC
235
Betterment LLC
New York
$404K -$65.9K -1,138 -14%
ULWM
236
Upper Left Wealth Management
Florida
$401K +$131K +2,266 +47%
MCM
237
MidAtlantic Capital Management
Virginia
$395K
LWMNY
238
Landmark Wealth Management (New York)
New York
$393K -$7.18K -124 -2%
SFC
239
Summit Financial Consulting
Michigan
$391K +$51.7K +892 +15%
SWM
240
Seaside Wealth Management
California
$384K
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
$382K -$3.3K -57 -0.8%
AFG
242
Arkansas Financial Group
Arkansas
$379K -$12.8K -221 -3%
FMWA
243
Forvis Mazars Wealth Advisors
Missouri
$376K -$11.5K -199 -3%
WA
244
Wealth Alliance
New York
$356K +$362K +6,258 New
SCA
245
Snowden Capital Advisors
New York
$355K +$361K +6,239 New
PCIA
246
Prime Capital Investment Advisors
Kansas
$346K -$6.95K -120 -2%
RCAG
247
Rehmann Capital Advisory Group
Michigan
$346K +$351K +6,070 New
VWA
248
VERITY Wealth Advisors
United States
$342K
Northern Trust
249
Northern Trust
Illinois
$341K +$347K +5,984 New
KFC
250
Klingenstein Fields & Co
New York
$334K