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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
RW
251
RVW Wealth
California
$326K
RFN
252
RDA Financial Network
Iowa
$325K -$56.7K -980 -15%
FWM
253
Fingerlakes Wealth Management
New York
$325K -$43.1K -745 -12%
FAM
254
Forte Asset Management
New York
$324K -$5.04K -87 -2%
T
255
Tidemark
California
$322K +$38.9K +672 +14%
CIA
256
Concurrent Investment Advisors
Florida
$319K +$325K +5,609 New
VC
257
Veracity Capital
Georgia
$318K +$26.7K +461 +9%
RW
258
REDW Wealth
New Mexico
$314K +$232 +4 +0.1%
PAG
259
Private Advisor Group
New Jersey
$310K +$18.3K +316 +6%
WI
260
Westbourne Investments
Virginia
$304K +$309K +5,338 New
GKWIM
261
Gerber Kawasaki Wealth & Investment Management
California
$304K +$52.8K +911 +21%
DWM
262
Diversify Wealth Management
Utah
$302K +$72.9K +1,259 +32%
WANY
263
Wealthspire Advisors (New York)
New York
$300K -$305K -5,269 -50%
BC
264
BDFS Capital
Delaware
$289K +$293K +5,066 New
RWM
265
Ritholtz Wealth Management
New York
$285K
OFS
266
OneAscent Financial Services
Alabama
$279K +$8.11K +140 +3%
KHC
267
Koesten Hirschmann & Crabtree
Kansas
$276K
FF
268
Finley Financial
Nevada
$272K
UAG
269
United Advisor Group
Ohio
$266K +$7.41K +128 +3%
NA
270
Nautilus Advisors
California
$266K +$270K +4,665 New
NAS
271
NWF Advisory Services
California
$262K
HWA
272
HCR Wealth Advisors
California
$258K +$263K +4,537 New
NA
273
NewEdge Advisors
Louisiana
$255K +$141K +2,437 +119%
WCM
274
Wealthcare Capital Management
Virginia
$251K +$255K +4,399 New
VAF
275
Values Added Financial
District of Columbia
$250K -$22.5K -388 -8%