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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
EH
101
Equitable Holdings
New York
$2.5M +$220K +3,793 +9%
KFGG
102
Keystone Financial Group (Georgia)
Georgia
$2.41M +$208K +3,589 +9%
WCM
103
WealthTrak Capital Management
Virginia
$2.39M +$64.4K +1,113 +3%
DWM
104
Dogwood Wealth Management
Kansas
$2.38M -$62.8K -1,085 -3%
OMC
105
Old Mission Capital
Illinois
$2.35M +$2.39M +41,256 New
FFA
106
Fi3 Financial Advisors
Indiana
$2.32M +$2.06M +35,539 +673%
TRCT
107
Tower Research Capital (TRC)
New York
$2.21M +$1.37M +23,722 +158%
BCI
108
Brinker Capital Investments
Pennsylvania
$2.19M +$138K +2,381 +7%
AF
109
Apollon Financial
South Carolina
$2.17M +$364K +6,279 +20%
CMMS
110
Comprehensive Money Management Services
Florida
$2.16M +$463 +8 +0%
State Street
111
State Street
Massachusetts
$2.04M -$57.9K -1,000 -3%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$2M +$1.54M +26,549 +311%
P
113
&Partners
Tennessee
$1.91M +$1.02M +17,672 +111%
KAS
114
Kestra Advisory Services
Texas
$1.91M +$293K +5,062 +18%
RBC
115
Roble Belko & Company
Pennsylvania
$1.89M +$695 +12 +0%
FPAS
116
Focus Partners Advisor Solutions
Missouri
$1.81M -$1.55M -26,828 -46%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$1.81M +$58.6K +1,012 +3%
SA
118
Sanctuary Advisors
Indiana
$1.8M -$22.3K -385 -1%
IW
119
Integrated Wealthcare
North Carolina
$1.76M +$1.79M +30,837 New
VT
120
Vise Technologies
New York
$1.75M +$429K +7,400 +32%
KBFS
121
Kohmann Bosshard Financial Services
Ohio
$1.72M
JF
122
Jump Financial
Illinois
$1.72M +$1.75M +30,146 New
CWM
123
CarsonAllaria Wealth Management
Illinois
$1.7M +$21.8K +377 +1%
AFP
124
Alpha Financial Partners
Kentucky
$1.67M +$1.19M +20,467 +231%
TWC
125
TD Waterhouse Canada
Ontario, Canada
$1.64M