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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
EF
76
Envision Financial
Wisconsin
$3.95M
AI
77
AXS Investments
New York
$3.91M
Jones Financial Companies
78
Jones Financial Companies
Missouri
$3.9M
MWM
79
Modern Wealth Management
Kansas
$3.87M
CA
80
CoreCap Advisors
Michigan
$3.81M
WCM
81
Windsor Capital Management
Arizona
$3.72M
Goldman Sachs
82
Goldman Sachs
New York
$3.62M
NW
83
Naviter Wealth
Arkansas
$3.58M
WA
84
Waverly Advisors
Alabama
$3.54M
FEG
85
Fund Evaluation Group
Ohio
$3.53M
WCFA
86
Walkner Condon Financial Advisors
Wisconsin
$3.39M
MFA
87
Millington Financial Advisors
Illinois
$3.34M
MML Investors Services
88
MML Investors Services
Massachusetts
$3.34M
USCWA
89
U.S. Capital Wealth Advisors
Texas
$3.19M
PCS
90
Private Client Services
Kentucky
$3.09M
SCP
91
Stamos Capital Partners
California
$3.08M
Raymond James Financial
92
Raymond James Financial
Florida
$3.07M
IWN
93
Independent Wealth Network
Iowa
$2.86M
CB
94
Commerce Bank
Missouri
$2.85M
CFD
95
Creative Financial Designs
Indiana
$2.75M
PRTG
96
Post Resch Tallon Group
New York
$2.73M
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$2.69M
FPFC
98
Financial Planning Fort Collins
Colorado
$2.63M
EH
99
Equitable Holdings
New York
$2.5M
KFGG
100
Keystone Financial Group (Georgia)
Georgia
$2.41M