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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
Neuberger Berman Group
151
Neuberger Berman Group
New York
$1.15M +$6.08K +105 +0.5%
PWA
152
Peterson Wealth Advisors
Utah
$1.13M -$12.6K -217 -1%
WCP
153
Wealthcare Capital Partners
Pennsylvania
$1.09M +$1.11M +19,092 New
Truist Financial
154
Truist Financial
North Carolina
$1.08M +$341K +5,893 +45%
VA
155
VestGen Advisors
Illinois
$1.08M +$40.5K +700 +4%
MGIA
156
Matthew Goff Investment Advisor
Texas
$1.07M +$165K +2,850 +18%
Jane Street
157
Jane Street
New York
$1.06M -$601K -10,371 -36%
QCM
158
Quantinno Capital Management
New York
$1.04M +$99.3K +1,715 +10%
WKWM
159
Walter & Keenan Wealth Management
Indiana
$1.02M +$4.75K +82 +0.5%
SFP
160
Strategic Financial Planning
Texas
$1.01M +$232 +4 +0%
KCAM
161
Kagan Cocozza Asset Management
New Jersey
$990K -$811 -14 -0.1%
IJWM
162
Inman Jager Wealth Management
Mississippi
$982K -$43.2K -746 -4%
FWM
163
Fonville Wealth Management
Virginia
$981K +$336K +5,800 +51%
Q1WB
164
Quest 10 Wealth Builders
Virginia
$978K -$7.64K -132 -0.8%
Comerica Bank
165
Comerica Bank
Texas
$978K +$327K +5,651 +49%
NWM
166
Nolet Wealth Management
Texas
$941K +$956K +16,515 New
CBA
167
Coastal Bridge Advisors
Connecticut
$932K -$63.5K -1,096 -6%
IIC
168
Integrated Investment Consultants
Michigan
$910K
WMWM
169
Wilkins Miller Wealth Management
Alabama
$899K -$119K -2,053 -12%
AQR Capital Management
170
AQR Capital Management
Connecticut
$898K +$549K +9,481 +151%
AC
171
AWM Capital
Arizona
$898K -$576K -9,942 -39%
FFA
172
Farther Finance Advisors
California
$893K -$16.7K -289 -2%
GWM
173
Gilpin Wealth Management
Colorado
$884K +$898K +15,514 New
D.E. Shaw & Co
174
D.E. Shaw & Co
New York
$883K +$898K +15,505 New
RFG
175
Range Financial Group
Oregon
$870K +$3.3K +57 +0.4%