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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
SWP
376
Strategic Wealth Partners
Ohio
$2.79K
AF
377
Advisornet Financial
Minnesota
$2.73K
Russell Investments Group
378
Russell Investments Group
United Kingdom
$2.22K
GWM
379
Geneos Wealth Management
Colorado
$2.11K
UBS AM
380
UBS AM
Illinois
$1.65K +$1.68K +29 New
GWM
381
Greenline Wealth Management
Florida
$1.48K +$1.51K +26 New
SIS
382
Sound Income Strategies
Florida
$1.25K
CCMI
383
Creative Capital Management Investments
California
$911 +$926 +16 New
HPIA
384
Hamilton Point Investment Advisors
North Carolina
$911 +$926 +16 New
MCM
385
MV Capital Management
Maryland
$456
Qube Research & Technologies (QRT)
386
Qube Research & Technologies (QRT)
United Kingdom
$399
BMC
387
Bear Mountain Capital
Washington
$236 -$4.11K -71 -95%
HFS
388
Hughes Financial Services
Virginia
$114
KFI
389
Key Financial Inc
Pennsylvania
$114
PAG
390
Paladin Advisory Group
Iowa
$114
JHU
391
Johns Hopkins University
Maryland
-$51M -868,007 Closed
BEC
392
Blue Edge Capital
Virginia
-$1.91M -32,455 Closed
Zurich Cantonal Bank
393
Zurich Cantonal Bank
Switzerland
-$1.84M -31,785 Closed
Kovitz Investment Group Partners
394
Kovitz Investment Group Partners
Illinois
-$800K -13,621 Closed
EGM
395
Engineers Gate Manager
New York
-$781K -13,297 Closed
BJL
396
Brighton Jones LLC
Washington
-$649K -11,052 Closed
Millennium Management
397
Millennium Management
New York
-$479K -8,150 Closed
TC
398
TownSquare Capital
Utah
-$464K -7,899 Closed
IEFM
399
IQ EQ Fund Management
Ireland
-$340K -5,794 Closed
NL
400
NWAM LLC
Washington
-$297K -5,003 Closed