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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
PB
126
Prosperity Bancshares
Texas
$1.62M +$1.65M +28,484 New
EWA
127
EP Wealth Advisors
California
$1.61M +$1.64M +28,309 New
RA
128
RFG Advisory
Alabama
$1.57M +$288K +4,977 +22%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$1.54M +$780K +13,469 +99%
SPWM
130
Spartan Planning & Wealth Management
North Carolina
$1.52M +$128K +2,207 +9%
PFG
131
Prospect Financial Group
Virginia
$1.52M +$85.2K +1,472 +6%
SC
132
Savant Capital
Illinois
$1.51M -$90.7K -1,566 -6%
FWP
133
Family Wealth Partners
North Carolina
$1.47M +$39.9K +689 +3%
MGIA
134
Moneta Group Investment Advisors
Missouri
$1.46M +$5.91K +102 +0.4%
HCM
135
Hollencrest Capital Management
California
$1.42M +$200K +3,455 +16%
TAM
136
Tocqueville Asset Management
New York
$1.41M +$1.44M +24,822 New
NPT
137
National Philanthropic Trust
Pennsylvania
$1.35M +$200K +3,455 +17%
GIA
138
Gladstone Institutional Advisory
Florida
$1.33M +$124K +2,147 +10%
EWA
139
Exencial Wealth Advisors
Oklahoma
$1.32M
CWA
140
Cascade Wealth Advisors
Washington
$1.32M +$272K +4,690 +26%
SWM
141
SigFig Wealth Management
California
$1.3M -$49.6K -857 -4%
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$1.3M
TWP
143
Tyche Wealth Partners
Texas
$1.28M +$84.1K +1,453 +7%
SAM
144
Securian Asset Management
Minnesota
$1.27M +$168K +2,900 +15%
SFG
145
Shum Financial Group
California
$1.27M -$3.82K -66 -0.3%
DC
146
Destiny Capital
Colorado
$1.26M +$123K +2,131 +11%
ASBI
147
American State Bank (Iowa)
Iowa
$1.24M -$44.8K -773 -3%
AF
148
Allworth Financial
California
$1.23M +$40.9K +707 +3%
EIG
149
Ellenbecker Investment Group
Wisconsin
$1.18M -$219K -3,780 -15%
HAS
150
HBW Advisory Services
California
$1.16M +$24.8K +428 +2%