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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
SI
26
Stephens Inc
Arkansas
$21.6M +$299K +4,983 +1%
FTA
27
Financial & Tax Architects
Missouri
$19.3M -$92K -1,532 -0.5%
SRSA
28
S.R. Schill & Associates
Washington
$17.9M -$2.73M -45,471 -13%
FA
29
Fiducient Advisors
Illinois
$17.5M +$2.87M +47,745 +19%
SMM
30
Stadion Money Management
Georgia
$17.4M +$17.7M +294,251 New
RIM
31
Rockbridge Investment Management
New York
$17M +$416K +6,927 +2%
UBS Group
32
UBS Group
Switzerland
$16.7M -$1.14M -19,002 -6%
PFA
33
Pure Financial Advisors
California
$16.5M +$1.97M +32,834 +13%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$16.2M +$1.77M +29,402 +12%
MLFP
35
MPS Loria Financial Planners
Illinois
$15.8M +$1.01M +16,887 +7%
PCH
36
PGIM Custom Harvest
New Jersey
$15.8M -$616K -10,253 -4%
Osaic Holdings
37
Osaic Holdings
Arizona
$15M +$988K +16,453 +7%
SLI
38
Sumitomo Life Insurance
Japan
$14.8M -$2.62M -43,600 -15%
TA
39
Tectonic Advisors
Texas
$14.4M +$861K +14,334 +6%
Lido Advisors
40
Lido Advisors
California
$14.4M -$101K -1,674 -0.7%
PLFA
41
Pacific Life Fund Advisors
California
$13.2M -$4.48M -74,575 -25%
BWM
42
Biltmore Wealth Management
Arizona
$13.2M +$527K +8,779 +4%
Ameriprise
43
Ameriprise
Minnesota
$13.2M +$441K +7,342 +3%
BIP
44
Blueprint Investment Partners
North Carolina
$13M +$2.49M +41,379 +23%
CFS
45
Cannon Financial Strategists
Georgia
$12.4M +$286K +4,759 +2%
Goldman Sachs
46
Goldman Sachs
New York
$11.8M +$8.2M +136,559 +215%
GT
47
Glenview Trust
Kentucky
$11.5M -$55.2K -919 -0.5%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$11.2M -$566K -9,413 -5%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$10.8M +$4.76M +79,265 +77%
CPA
50
Capital Performance Advisors
California
$10.6M +$928K +15,441 +9%