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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
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$10.5M +$4.59M +76,437 +76%
Creative Planning
52
Creative Planning
Kansas
$10.5M +$3.05M +50,817 +40%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$10.2M -$25M -416,509 -71%
SAM
54
Smartleaf Asset Management
Massachusetts
$10M +$1.47M +24,413 +17%
FDS
55
Freedom Day Solutions
Texas
$9.87M +$383K +6,376 +4%
OSAM
56
O'Shaughnessy Asset Management
Connecticut
$9.82M -$72.1K -1,200 -0.7%
JP Morgan Chase
57
JP Morgan Chase
New York
$9.78M +$1.81M +30,170 +22%
CM
58
Cornerstone Management
Georgia
$9.35M +$228K +3,787 +2%
AFG
59
Atomi Financial Group
New York
$8.39M +$36.2K +602 +0.4%
EFL
60
ERn Financial LLC
Wisconsin
$7.72M +$96.1K +1,599 +1%
MNBTD
61
Moody National Bank Trust Division
Texas
$7.69M +$65.4K +1,089 +0.8%
BFA
62
Blueprint Financial Advisors
North Carolina
$7.59M +$1.22M +20,310 +19%
PFM
63
Phillips Financial Management
Indiana
$7.23M -$2.54M -42,340 -26%
TFA
64
TPG Financial Advisors
Oregon
$7.02M +$273K +4,547 +4%
AWM
65
Avior Wealth Management
Nebraska
$6.96M +$290K +4,825 +4%
FSAG
66
Financial Solutions Advisory Group
Illinois
$6.83M +$6.94M +115,442 New
Mariner
67
Mariner
Kansas
$6.72M +$381K +6,337 +6%
Legacy Financial Group (Iowa)
68
Legacy Financial Group (Iowa)
Iowa
$6.59M -$1.74K -29 -0%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$6.51M +$188K +3,137 +3%
RWM
70
Rialto Wealth Management
New York
$6.41M +$586K +9,753 +10%
PFM
71
Peak Financial Management
Massachusetts
$6.07M +$227K +3,778 +4%
CPCM
72
Cornerstone Partners Capital Management
Virginia
$5.75M
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$5.31M +$86K +1,431 +2%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$4.95M +$1.01M +16,734 +24%
TDWM
75
Topel & Distasi Wealth Management
California
$4.79M +$82.4K +1,371 +2%