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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
FP
326
Financial Perspectives
Minnesota
$78.1K +$240 +4 +0.3%
CWM
327
Copia Wealth Management
Oregon
$73.8K
TPCW
328
TD Private Client Wealth
New York
$73.5K -$13.8K -230 -16%
FDCDDQ
329
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.3K
HI
330
Harbour Investments
Wisconsin
$69.6K +$45.1K +750 +176%
FHC
331
First Horizon Corporation
Tennessee
$65K +$66K +1,098 New
TF
332
Tompkins Financial
New York
$63K +$64K +1,065 New
SAP
333
Strategic Advisory Partners
North Carolina
$58.4K +$59.3K +987 New
FC
334
Fairscale Capital
New Hampshire
$53.6K
MG
335
Mather Group
Illinois
$53.5K +$54.4K +905 New
UB
336
UMB Bank
Missouri
$53.3K
PF
337
PlanVest Financial
Maryland
$50.8K +$51.5K +858 New
SWM
338
SHP Wealth Management
Massachusetts
$48.4K +$180 +3 +0.4%
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$48.2K +$9.61K +160 +24%
SIM
340
Synergy Investment Management
Florida
$47.8K +$48.5K +808 New
BBHC
341
Brown Brothers Harriman & Co
New York
$42K
TCM
342
TD Capital Management
Tennessee
$41.2K +$41.8K +696 New
AIC
343
Archer Investment Corporation
Indiana
$41K
GCM
344
Gunpowder Capital Management
Maryland
$39.1K
S
345
SignatureFD
Georgia
$38K +$60 +1 +0.2%
Bank of Montreal
346
Bank of Montreal
Ontario, Canada
$37.8K +$2.34K +39 +7%
UBS AM
347
UBS AM
Illinois
$36.1K +$34.9K +581 +2,003%
PTC
348
Private Trust Company
Ohio
$35.1K
RFP
349
Root Financial Partners
California
$32.4K
SPIA
350
Steward Partners Investment Advisory
New York
$31.6K +$7.81K +130 +32%