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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
Wells Fargo
76
Wells Fargo
California
$4.62M +$105K +1,746 +2%
VWA
77
Visionary Wealth Advisors
Illinois
$4.6M +$122K +2,038 +3%
PP
78
Prosperity Planning
Missouri
$4.57M +$123K +2,044 +3%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$4.43M -$607K -10,107 -12%
EF
80
Envision Financial
Wisconsin
$4.22M +$121K +2,006 +3%
CA
81
CoreCap Advisors
Michigan
$4.2M +$248K +4,120 +6%
RF
82
RetireMitten Financial
Michigan
$3.98M +$4.04M +67,297 New
WCFA
83
Walkner Condon Financial Advisors
Wisconsin
$3.97M +$458K +7,620 +13%
WCM
84
Windsor Capital Management
Arizona
$3.93M +$71.1K +1,183 +2%
AI
85
AXS Investments
New York
$3.93M -$137K -2,278 -3%
MFA
86
Millington Financial Advisors
Illinois
$3.78M +$258K +4,295 +8%
Raymond James Financial
87
Raymond James Financial
Florida
$3.74M +$554K +9,217 +17%
WA
88
Waverly Advisors
Alabama
$3.72M +$44.8K +746 +1%
FEG
89
Fund Evaluation Group
Ohio
$3.67M
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$3.61M +$2.04M +33,896 +125%
CB
91
Commerce Bank
Missouri
$3.57M +$620K +10,315 +21%
SCP
92
Stamos Capital Partners
California
$3.4M +$202K +3,361 +6%
USCWA
93
U.S. Capital Wealth Advisors
Texas
$3.37M +$52.6K +876 +2%
NW
94
Naviter Wealth
Arkansas
$3.35M -$377K -6,277 -10%
MWM
95
Modern Wealth Management
Kansas
$3.29M -$763K -12,694 -19%
FPFC
96
Financial Planning Fort Collins
Colorado
$3.27M +$310K +5,159 +11%
PCS
97
Private Client Services
Kentucky
$3.25M +$43.3K +721 +1%
FMI
98
Financial Management Inc
Arkansas
$3.18M +$110K +1,826 +4%
PRTG
99
Post Resch Tallon Group
New York
$3.13M +$290K +4,824 +10%
RBC
100
Roble Belko & Company
Pennsylvania
$3.08M +$1.13M +18,876 +57%