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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
SFG
151
Shum Financial Group
California
$1.31M -$4.57K -76 -0.3%
SWM
152
SigFig Wealth Management
California
$1.29M -$56.9K -947 -4%
EWA
153
Exencial Wealth Advisors
Oklahoma
$1.29M -$83.4K -1,388 -6%
AF
154
Allworth Financial
California
$1.22M -$67.5K -1,123 -5%
CFA
155
Cahill Financial Advisors
Minnesota
$1.21M +$354K +5,900 +41%
State Street
156
State Street
Massachusetts
$1.2M -$937K -15,600 -43%
Neuberger Berman Group
157
Neuberger Berman Group
New York
$1.19M
HAS
158
HBW Advisory Services
California
$1.17M -$31.5K -525 -3%
EIG
159
Ellenbecker Investment Group
Wisconsin
$1.17M -$64.5K -1,073 -5%
ASBI
160
American State Bank (Iowa)
Iowa
$1.16M -$131K -2,174 -10%
HSG
161
Helen Stephens Group
Texas
$1.16M +$344K +5,734 +41%
NWM
162
Nolet Wealth Management
Texas
$1.13M +$151K +2,512 +15%
PWA
163
Peterson Wealth Advisors
Utah
$1.1M -$77.3K -1,286 -6%
CBA
164
Coastal Bridge Advisors
Connecticut
$1.08M +$113K +1,875 +11%
IPW
165
Intergy Private Wealth
Colorado
$1.06M +$192K +3,195 +22%
WKWM
166
Walter & Keenan Wealth Management
Indiana
$1.05M -$10.2K -169 -0.9%
AAM
167
Aureus Asset Management
Massachusetts
$1.05M +$290K +4,820 +37%
RF
168
RHS Financial
California
$1.05M +$628K +10,447 +143%
WA
169
Wealth Alliance
New York
$1.04M +$682K +11,356 +181%
Q1WB
170
Quest 10 Wealth Builders
Virginia
$1.04M +$19K +316 +2%
KCAM
171
Kagan Cocozza Asset Management
New Jersey
$1.02M -$13K -216 -1%
MAM
172
MMA Asset Management
Pennsylvania
$998K +$253K +4,210 +33%
IJWM
173
Inman Jager Wealth Management
Mississippi
$993K -$28.4K -473 -3%
RSA
174
River Street Advisors
Illinois
$948K +$107K +1,774 +12%
IIC
175
Integrated Investment Consultants
Michigan
$945K