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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
FDS
51
Freedom Day Solutions
Texas
$9.13M +$89.1K +1,538 +1%
CM
52
Cornerstone Management
Georgia
$8.79M +$415K +7,161 +5%
SAM
53
Smartleaf Asset Management
Massachusetts
$8.45M +$8.43M +145,666 +8,981%
AFG
54
Atomi Financial Group
New York
$8.04M -$665K -11,485 -8%
JP Morgan Chase
55
JP Morgan Chase
New York
$7.83M -$3.84M -66,388 -33%
EFL
56
ERn Financial LLC
Wisconsin
$7.34M +$134K +2,320 +2%
MNBTD
57
Moody National Bank Trust Division
Texas
$7.33M -$3.02M -52,084 -29%
Creative Planning
58
Creative Planning
Kansas
$7.18M +$105K +1,806 +1%
Legacy Financial Group (Iowa)
59
Legacy Financial Group (Iowa)
Iowa
$6.6M -$509K -8,793 -7%
TFA
60
TPG Financial Advisors
Oregon
$6.5M +$598K +10,326 +10%
AWM
61
Avior Wealth Management
Nebraska
$6.42M -$1.29M -22,362 -17%
BFA
62
Blueprint Financial Advisors
North Carolina
$6.14M +$1.38M +23,746 +28%
Mariner
63
Mariner
Kansas
$6.1M +$262K +4,532 +4%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$6.08M +$165K +2,853 +3%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$5.84M +$3.15M +54,394 +113%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$5.73M +$5.83M +100,663 New
PFM
67
Peak Financial Management
Massachusetts
$5.63M +$102K +1,753 +2%
RWM
68
Rialto Wealth Management
New York
$5.61M +$557K +9,623 +11%
CPCM
69
Cornerstone Partners Capital Management
Virginia
$5.53M
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$4.93M +$881K +15,216 +21%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$4.84M +$617K +10,655 +14%
TDWM
72
Topel & Distasi Wealth Management
California
$4.53M +$310K +5,345 +7%
Wells Fargo
73
Wells Fargo
California
$4.35M +$465K +8,022 +12%
VWA
74
Visionary Wealth Advisors
Illinois
$4.32M -$156K -2,689 -3%
PP
75
Prosperity Planning
Missouri
$4.28M +$271K +4,684 +7%