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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
KBFS
126
Kohmann Bosshard Financial Services
Ohio
$1.77M -$25.6K -426 -1%
SPWM
127
Spartan Planning & Wealth Management
North Carolina
$1.75M +$175K +2,914 +11%
VT
128
Vise Technologies
New York
$1.75M
WCP
129
Wealthcare Capital Partners
Pennsylvania
$1.74M +$622K +10,347 +54%
TWC
130
TD Waterhouse Canada
Ontario, Canada
$1.73M +$11.1K +185 +0.6%
FAM
131
Frontier Asset Management
Wyoming
$1.65M +$1.68M +27,933 New
TWM
132
TriaGen Wealth Management
California
$1.65M +$1.67M +27,879 New
FFA
133
Farther Finance Advisors
California
$1.63M +$707K +11,775 +75%
FWM
134
Fonville Wealth Management
Virginia
$1.61M +$597K +9,937 +58%
PFG
135
Prospect Financial Group
Virginia
$1.58M +$6.07K +101 +0.4%
AWA
136
Arkadios Wealth Advisors
Georgia
$1.58M +$1.6M +26,683 New
TFM
137
Trademark Financial Management
Minnesota
$1.58M +$1.6M +26,656 New
CWA
138
Cascade Wealth Advisors
Washington
$1.56M +$59.3K +987 +4%
GIA
139
Gladstone Institutional Advisory
Florida
$1.49M +$108K +1,791 +8%
MGIA
140
Moneta Group Investment Advisors
Missouri
$1.48M -$39.4K -655 -3%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$1.47M -$416K -6,917 -22%
MGIA
142
Matthew Goff Investment Advisor
Texas
$1.46M +$350K +5,820 +31%
TWP
143
Tyche Wealth Partners
Texas
$1.43M +$104K +1,726 +8%
IA
144
IFP Advisors
Florida
$1.41M +$1.34M +22,319 +1,566%
BCI
145
Brinker Capital Investments
Pennsylvania
$1.4M -$887K -14,762 -38%
HCM
146
Hollencrest Capital Management
California
$1.37M -$113K -1,886 -8%
NPT
147
National Philanthropic Trust
Pennsylvania
$1.37M -$35.3K -588 -2%
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$1.35M
SAM
149
Securian Asset Management
Minnesota
$1.32M
QCM
150
Quantinno Capital Management
New York
$1.32M +$238K +3,958 +22%