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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
SWM
276
Silverlake Wealth Management
Vermont
$247K -$37.9K -654 -13%
BBA
277
Braun-Bostich & Associates
Pennsylvania
$245K +$8.28K +143 +3%
IWC
278
Integrated Wealth Concepts
Massachusetts
$243K +$174 +3 +0.1%
CFA
279
Capstone Financial Advisors
Illinois
$234K +$3.94K +68 +2%
PP
280
PDS Planning
Ohio
$231K +$235K +4,061 New
SFA
281
Sequoia Financial Advisors
Ohio
$231K -$637 -11 -0.3%
OBWG
282
Onyx Bridge Wealth Group
New York
$230K -$1.27K -22 -0.5%
IWA
283
IVC Wealth Advisors
Pennsylvania
$229K +$28K +484 +14%
JGIA
284
Jackson Grant Investment Advisers
Connecticut
$229K +$521 +9 +0.2%
EP
285
EPIQ Partners
Minnesota
$228K
BFA
286
Brown Financial Advisory
Alabama
$228K -$15.5K -267 -6%
IAIM
287
International Assets Investment Management
Florida
$227K +$3.36K +58 +1%
CPA
288
Cardiff Park Advisors
California
$226K +$218K +3,759 +1,843%
GIA
289
Goodwin Investment Advisory
Georgia
$223K -$46.5K -803 -17%
NW
290
NewEdge Wealth
Pennsylvania
$223K
SWP
291
Stratos Wealth Partners
Ohio
$221K +$8.74K +151 +4%
GS
292
GWN Securities
Florida
$218K +$17K +294 +8%
DT
293
DV Trading
Illinois
$217K +$221K +3,808 New
IF
294
IRON Financial
Illinois
$215K +$2.49K +43 +1%
WSFS
295
Wilmington Savings Fund Society
Delaware
$211K
AFA
296
Aznar Financial Advisors
New Jersey
$205K +$208K +3,599 New
RC
297
Roundview Capital
New Jersey
$205K
FNWM
298
Financial Network Wealth Management
Utah
$204K +$208K +3,585 New
MFG
299
Merit Financial Group
Georgia
$204K -$69.3K -1,197 -25%
AA
300
Advisory Alpha
Michigan
$203K -$26.2K -452 -11%