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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
EF
76
Envision Financial
Wisconsin
$3.95M +$349K +6,025 +10%
AI
77
AXS Investments
New York
$3.91M -$2.25M -38,787 -36%
Jones Financial Companies
78
Jones Financial Companies
Missouri
$3.9M +$500K +8,639 +14%
MWM
79
Modern Wealth Management
Kansas
$3.87M -$152K -2,633 -4%
CA
80
CoreCap Advisors
Michigan
$3.81M -$33.9K -586 -0.9%
WCM
81
Windsor Capital Management
Arizona
$3.72M +$27.6K +477 +0.7%
Goldman Sachs
82
Goldman Sachs
New York
$3.62M +$670K +11,566 +22%
NW
83
Naviter Wealth
Arkansas
$3.58M +$1.3M +22,498 +56%
WA
84
Waverly Advisors
Alabama
$3.54M -$10.8K -187 -0.3%
FEG
85
Fund Evaluation Group
Ohio
$3.53M
WCFA
86
Walkner Condon Financial Advisors
Wisconsin
$3.39M +$797K +13,763 +30%
MFA
87
Millington Financial Advisors
Illinois
$3.34M +$349K +6,033 +12%
MML Investors Services
88
MML Investors Services
Massachusetts
$3.34M +$506K +8,733 +18%
A
89
Alongside
Texas
$3.22M +$3.27M +56,535 New
USCWA
90
U.S. Capital Wealth Advisors
Texas
$3.19M +$206K +3,555 +7%
PCS
91
Private Client Services
Kentucky
$3.09M +$563K +9,727 +22%
SCP
92
Stamos Capital Partners
California
$3.08M +$1.31M +22,709 +72%
Raymond James Financial
93
Raymond James Financial
Florida
$3.07M -$97.1K -1,677 -3%
FMI
94
Financial Management Inc
Arkansas
$2.96M +$3.01M +51,916 New
IWN
95
Independent Wealth Network
Iowa
$2.86M +$132K +2,284 +5%
CB
96
Commerce Bank
Missouri
$2.85M +$243K +4,195 +9%
CFD
97
Creative Financial Designs
Indiana
$2.75M +$77.4K +1,336 +3%
PRTG
98
Post Resch Tallon Group
New York
$2.73M +$677K +11,693 +32%
Pathstone Holdings
99
Pathstone Holdings
New Jersey
$2.69M +$450K +7,779 +20%
FPFC
100
Financial Planning Fort Collins
Colorado
$2.63M +$2.68M +46,196 New