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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
IF
301
IRON Financial
Illinois
$224K +$781 +13 +0.3%
HW
302
HORAN Wealth
Ohio
$222K +$234K +3,899 New
WSFS
303
Wilmington Savings Fund Society
Delaware
$219K
SG
304
Sharper & Granite
California
$218K -$295K -4,910 -57%
VAF
305
Values Added Financial
District of Columbia
$217K -$43.4K -723 -16%
RC
306
Roundview Capital
New Jersey
$213K
FNWM
307
Financial Network Wealth Management
Utah
$212K +$661 +11 +0.3%
BBA
308
Braun-Bostich & Associates
Pennsylvania
$211K -$44.7K -744 -17%
WA
309
Westfuller Advisors
New York
$208K +$721 +12 +0.3%
SS
310
Sunbelt Securities
Texas
$205K -$466K -7,749 -69%
LP
311
LGL Partners
Pennsylvania
$203K +$206K +3,428 New
SIA
312
Soltis Investment Advisors
Utah
$201K +$204K +3,391 New
CI
313
CX Institutional
Indiana
$199K +$152K +2,534 +305%
CAL
314
Capital Analysts LLC
Pennsylvania
$182K +$114K +1,905 +164%
ASN
315
Advisory Services Network
Georgia
$171K +$174K +2,893 New
OSNBOA
316
Old Second National Bank of Aurora
Illinois
$165K -$3.06K -51 -2%
AC
317
AlphaCore Capital
California
$161K -$1.74K -29 -1%
BFO
318
Biltmore Family Office
North Carolina
$136K
ACA
319
Aptus Capital Advisors
Alabama
$133K +$10.8K +179 +9%
BSB
320
Bangor Savings Bank
Maine
$131K
Daiwa Securities Group
321
Daiwa Securities Group
Japan
$131K +$49.3K +821 +59%
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$124K +$44.1K +734 +54%
ADL
323
Asset Dedication LLC
California
$118K -$16.6K -277 -12%
SGK
324
Steigerwald Gordon & Koch
Virginia
$91.7K
MUAMU
325
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$83K -$114K -1,900 -58%