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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
SRSA
26
S.R. Schill & Associates
Washington
$19.8M -$136K -2,357 -0.7%
FTA
27
Financial & Tax Architects
Missouri
$18.7M -$1.11M -19,180 -6%
KIM
28
Kestra Investment Management
Texas
$18.1M +$1.86M +32,168 +11%
UBS Group
29
UBS Group
Switzerland
$17.1M -$7.79M -134,497 -31%
PLFA
30
Pacific Life Fund Advisors
California
$17M -$1.35M -23,356 -7%
SLI
31
Sumitomo Life Insurance
Japan
$16.7M +$637K +11,000 +4%
RIM
32
Rockbridge Investment Management
New York
$15.9M +$377K +6,506 +2%
PCH
33
PGIM Custom Harvest
New Jersey
$15.8M -$861K -14,868 -5%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$14.4M +$3.28M +56,700 +29%
Lido Advisors
35
Lido Advisors
California
$14.3M -$146K -2,519 -1%
MLFP
36
MPS Loria Financial Planners
Illinois
$14.3M +$228K +3,938 +2%
FA
37
Fiducient Advisors
Illinois
$14.1M -$8.72M -150,630 -38%
PFA
38
Pure Financial Advisors
California
$14M +$545K +9,417 +4%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$13.9M +$1.06M +18,323 +8%
Osaic Holdings
40
Osaic Holdings
Arizona
$13.5M -$3.46M -59,823 -20%
TA
41
Tectonic Advisors
Texas
$13.1M +$1.99M +34,300 +18%
Ameriprise
42
Ameriprise
Minnesota
$12.3M +$378K +6,533 +3%
BWM
43
Biltmore Wealth Management
Arizona
$12.2M +$300K +5,187 +2%
CFS
44
Cannon Financial Strategists
Georgia
$11.6M +$626K +10,815 +6%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$11.3M +$2.2M +38,016 +24%
GT
46
Glenview Trust
Kentucky
$11.1M -$262K -4,518 -2%
BIP
47
Blueprint Investment Partners
North Carolina
$10.1M +$1.72M +29,704 +20%
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$9.52M -$212K -3,668 -2%
PFM
49
Phillips Financial Management
Indiana
$9.37M -$48.5K -837 -0.5%
CPA
50
Capital Performance Advisors
California
$9.33M +$4.73M +81,633 +99%