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iShares Core US REIT ETF

377 hedge funds and large institutions have $2.23B invested in iShares Core US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 172 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.64% more ownership

Funds ownership: 65.15%67.79% (+2.6%)

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
377
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.82M
Net Calls
Net Calls Change

Top Buyers

1 +$66.7M
2 +$65.8M
3 +$36.2M
4
BlackRock
BlackRock
New York
+$14.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.56M

Top Sellers

1 -$51M
2 -$8.72M
3 -$7.79M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.84M
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
FDS
51
Freedom Day Solutions
Texas
$9.13M
CM
52
Cornerstone Management
Georgia
$8.79M
SAM
53
Smartleaf Asset Management
Massachusetts
$8.45M
AFG
54
Atomi Financial Group
New York
$8.04M
JP Morgan Chase
55
JP Morgan Chase
New York
$7.83M
EFL
56
ERn Financial LLC
Wisconsin
$7.34M
MNBTD
57
Moody National Bank Trust Division
Texas
$7.33M
Creative Planning
58
Creative Planning
Kansas
$7.18M
Legacy Financial Group (Iowa)
59
Legacy Financial Group (Iowa)
Iowa
$6.6M
TFA
60
TPG Financial Advisors
Oregon
$6.5M
AWM
61
Avior Wealth Management
Nebraska
$6.42M
BFA
62
Blueprint Financial Advisors
North Carolina
$6.14M
Mariner
63
Mariner
Kansas
$6.1M
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$6.08M
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$5.84M
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$5.73M
PFM
67
Peak Financial Management
Massachusetts
$5.63M
RWM
68
Rialto Wealth Management
New York
$5.61M
CPCM
69
Cornerstone Partners Capital Management
Virginia
$5.53M
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$4.93M
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$4.84M
TDWM
72
Topel & Distasi Wealth Management
California
$4.53M
Wells Fargo
73
Wells Fargo
California
$4.35M
VWA
74
Visionary Wealth Advisors
Illinois
$4.32M
PP
75
Prosperity Planning
Missouri
$4.28M