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iShares Core US REIT ETF

399 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, 108 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$10.5M
Creative Planning
52
Creative Planning
Kansas
$10.5M
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$10.2M
SAM
54
Smartleaf Asset Management
Massachusetts
$10M
FDS
55
Freedom Day Solutions
Texas
$9.87M
OSAM
56
O'Shaughnessy Asset Management
Connecticut
$9.82M
JP Morgan Chase
57
JP Morgan Chase
New York
$9.78M
CM
58
Cornerstone Management
Georgia
$9.35M
AFG
59
Atomi Financial Group
New York
$8.39M
EFL
60
ERn Financial LLC
Wisconsin
$7.72M
MNBTD
61
Moody National Bank Trust Division
Texas
$7.69M
BFA
62
Blueprint Financial Advisors
North Carolina
$7.59M
PFM
63
Phillips Financial Management
Indiana
$7.23M
TFA
64
TPG Financial Advisors
Oregon
$7.02M
AWM
65
Avior Wealth Management
Nebraska
$6.96M
FSAG
66
Financial Solutions Advisory Group
Illinois
$6.83M
Mariner
67
Mariner
Kansas
$6.72M
Legacy Financial Group (Iowa)
68
Legacy Financial Group (Iowa)
Iowa
$6.59M
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$6.51M
RWM
70
Rialto Wealth Management
New York
$6.41M
PFM
71
Peak Financial Management
Massachusetts
$6.07M
CPCM
72
Cornerstone Partners Capital Management
Virginia
$5.75M
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$5.31M
Jones Financial Companies
74
Jones Financial Companies
Missouri
$4.95M
TDWM
75
Topel & Distasi Wealth Management
California
$4.79M