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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
SWM
251
Seaside Wealth Management
California
$399K
KPWS
252
Kestra Private Wealth Services
Texas
$399K -$287K -4,772 -41%
SCM
253
SummitPoint Capital Management
Colorado
$394K +$416K +6,922 New
HCP
254
Hexagon Capital Partners
Arkansas
$379K +$385K +6,410 New
JIC
255
Johnson Investment Counsel
Ohio
$369K +$374K +6,233 New
T
256
Tidemark
California
$364K +$30.2K +502 +9%
KWA
257
Kingswood Wealth Advisors
California
$362K +$367K +6,113 New
KFS
258
Krane Financial Solutions
California
$356K +$361K +6,006 New
VWA
259
VERITY Wealth Advisors
United States
$355K
FMWA
260
Forvis Mazars Wealth Advisors
Missouri
$352K -$39.1K -651 -10%
OFS
261
OneAscent Financial Services
Alabama
$350K +$60.6K +1,008 +21%
YIA
262
YHB Investment Advisors
Connecticut
$348K -$199K -3,315 -36%
KFC
263
Klingenstein Fields & Co
New York
$347K
VC
264
Veracity Capital
Georgia
$346K +$15.9K +265 +5%
RFN
265
RDA Financial Network
Iowa
$345K +$7.63K +127 +2%
RW
266
RVW Wealth
California
$338K
FAM
267
Forte Asset Management
New York
$337K
FWM
268
Fingerlakes Wealth Management
New York
$328K -$9.91K -165 -3%
NL
269
NWAM LLC
Washington
$328K +$333K +5,538 New
RW
270
REDW Wealth
New Mexico
$327K +$60 +1 +0%
IWC
271
Integrated Wealth Concepts
Massachusetts
$307K +$55.2K +918 +21%
BC
272
BDFS Capital
Delaware
$303K +$3.67K +61 +1%
GKWIM
273
Gerber Kawasaki Wealth & Investment Management
California
$301K -$21.3K -354 -7%
RWM
274
Ritholtz Wealth Management
New York
$296K -$841 -14 -0.3%
AC
275
Allstate Corporation
Illinois
$293K +$297K +4,942 New