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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
CAL
326
Capital Analysts LLC
Pennsylvania
$66K +$52.3K +904 +348%
PWPS
327
Pinnacle Wealth Planning Services
Ohio
$58.3K +$59.3K +1,024 New
MAFA
328
MJT & Associates Financial Advisory
Minnesota
$53.5K -$5.91K -102 -10%
FC
329
Fairscale Capital
New Hampshire
$51.6K
UB
330
UMB Bank
Missouri
$51.3K
CI
331
CX Institutional
Indiana
$47K +$12.9K +223 +37%
SWM
332
SHP Wealth Management
Massachusetts
$46.4K +$47.2K +815 New
CIA
333
Cape Investment Advisory
Georgia
$41.4K +$42K +726 New
HNB
334
Huntington National Bank
Ohio
$40.7K
BBHC
335
Brown Brothers Harriman & Co
New York
$40.4K +$41.1K +709 New
AIC
336
Archer Investment Corporation
Indiana
$39.4K
GCM
337
Gunpowder Capital Management
Maryland
$37.7K +$38.3K +661 New
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$37K +$3.65K +63 +11%
S
339
SignatureFD
Georgia
$36.5K +$21.9K +378 +144%
Bank of Montreal
340
Bank of Montreal
Ontario, Canada
$34.2K
PTC
341
Private Trust Company
Ohio
$33.8K
CP
342
Covenant Partners
Tennessee
$33.7K +$1.91K +33 +6%
RFP
343
Root Financial Partners
California
$31.2K +$3.3K +57 +12%
ST
344
Smithfield Trust
Pennsylvania
$30K
FFL
345
Financial Freedom LLC
Ohio
$29.9K +$347 +6 +1%
WP
346
WealthShield Partners
North Carolina
$28.8K +$29.3K +506 New
RF
347
Robinswood Financial
Washington
$28.8K
HI
348
Harbour Investments
Wisconsin
$24.3K -$22.8K -394 -48%
SPIA
349
Steward Partners Investment Advisory
New York
$23K
EP
350
Essential Partners
California
$20.9K -$8.92K -154 -30%