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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
FFL
351
Financial Freedom LLC
Ohio
$31.2K +$120 +2 +0.4%
ST
352
Smithfield Trust
Pennsylvania
$31K
OWA
353
Opal Wealth Advisors
New York
$29K +$29.4K +490 New
RF
354
Robinswood Financial
Washington
$28.4K -$1.5K -25 -5%
EWA
355
EverSource Wealth Advisors
Alabama
$21K +$3K +50 +16%
TC
356
Truvestments Capital
Florida
$20.9K +$21.2K +353 New
MCP
357
Miller Capital Partners
Michigan
$20.7K
HHCP
358
Hilton Head Capital Partners
South Carolina
$20.6K +$60 +1 +0.3%
GWM
359
Geneos Wealth Management
Colorado
$19.9K +$18K +300 +811%
IRC
360
Investors Research Corp
Georgia
$19.6K
EP
361
Essential Partners
California
$18.6K -$3.12K -52 -14%
DF
362
Dunhill Financial
United Kingdom
$18.6K
HDIM
363
Hanson & Doremus Investment Management
Vermont
$18K +$18K +300 New
LB
364
Legacy Bridge
Iowa
$17.2K +$4.39K +73 +33%
WETS
365
Wealth Enhancement Trust Services
South Dakota
$16.9K +$1.5K +25 +10%
AssetMark Inc
366
AssetMark Inc
California
$16.6K -$601 -10 -3%
LFG
367
Larson Financial Group
Missouri
$15.3K -$120 -2 -0.8%
AAP
368
Arax Advisory Partners
Colorado
$15.2K +$15.4K +257 New
SIS
369
Sound Income Strategies
Florida
$14.9K +$13.8K +230 +1,095%
CT
370
Colonial Trust
South Carolina
$14K +$180 +3 +1%
HFS
371
Hantz Financial Services
Michigan
$14K
NSIM
372
North Star Investment Management
Illinois
$12.8K +$60 +1 +0.5%
VNT
373
Vanguard National Trust
Pennsylvania
$12.4K +$12.6K +209 New
BLC
374
Brown, Lisle/Cummings
Rhode Island
$9.77K
CIAS
375
Capital Investment Advisory Services
North Carolina
$9.35K -$8.05K -134 -46%