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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
WCM
101
WealthTrak Capital Management
Virginia
$2.39M
DWM
102
Dogwood Wealth Management
Kansas
$2.38M
OMC
103
Old Mission Capital
Illinois
$2.35M
FFA
104
Fi3 Financial Advisors
Indiana
$2.32M
TRCT
105
Tower Research Capital (TRC)
New York
$2.21M
BCI
106
Brinker Capital Investments
Pennsylvania
$2.19M
AF
107
Apollon Financial
South Carolina
$2.17M
CMMS
108
Comprehensive Money Management Services
Florida
$2.16M
State Street
109
State Street
Massachusetts
$2.04M
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$2M
P
111
&Partners
Tennessee
$1.91M
KAS
112
Kestra Advisory Services
Texas
$1.91M
RBC
113
Roble Belko & Company
Pennsylvania
$1.89M
FPAS
114
Focus Partners Advisor Solutions
Missouri
$1.81M
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$1.81M
SA
116
Sanctuary Advisors
Indiana
$1.8M
IW
117
Integrated Wealthcare
North Carolina
$1.76M
VT
118
Vise Technologies
New York
$1.75M
KBFS
119
Kohmann Bosshard Financial Services
Ohio
$1.72M
JF
120
Jump Financial
Illinois
$1.72M
CWM
121
CarsonAllaria Wealth Management
Illinois
$1.7M
AFP
122
Alpha Financial Partners
Kentucky
$1.67M
TWC
123
TD Waterhouse Canada
Ontario, Canada
$1.64M
PB
124
Prosperity Bancshares
Texas
$1.62M
EWA
125
EP Wealth Advisors
California
$1.61M