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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
Baird Financial Group
176
Baird Financial Group
Wisconsin
$940K +$196K +3,259 +26%
RFG
177
Range Financial Group
Oregon
$900K -$4.69K -78 -0.5%
EIP
178
Ellis Investment Partners
Pennsylvania
$898K +$27K +450 +3%
IWN
179
Independent Wealth Network
Iowa
$882K -$2.12M -35,248 -70%
1IA
180
1834 Investment Advisors
Wisconsin
$881K
GWM
181
Gilpin Wealth Management
Colorado
$874K -$45.2K -753 -5%
MFT
182
Moisand Fitzgerald Tamayo
Florida
$872K -$16K -267 -2%
AQR Capital Management
183
AQR Capital Management
Connecticut
$860K -$74.7K -1,244 -8%
WMWM
184
Wilkins Miller Wealth Management
Alabama
$836K -$99.3K -1,653 -10%
DC
185
Destiny Capital
Colorado
$818K -$496K -8,259 -37%
GSIS
186
Global Strategic Investment Solutions
Arizona
$813K +$481 +8 +0.1%
Fidelity Investments
187
Fidelity Investments
Massachusetts
$804K +$324K +5,392 +66%
AWM
188
AE Wealth Management
Kansas
$800K +$83K +1,381 +11%
Stifel Financial
189
Stifel Financial
Missouri
$797K +$2.88K +48 +0.4%
KIM
190
Kestra Investment Management
Texas
$784K -$18.3M -305,226 -96%
VFO
191
Virtus Family Office
Texas
$783K +$794K +13,223 New
NRI
192
NFP Retirement Inc
California
$782K +$174K +2,900 +28%
Citadel Advisors
193
Citadel Advisors
Florida
$777K +$289K +4,813 +58%
FWP
194
Forefront Wealth Partners
Texas
$776K +$79.5K +1,324 +11%
FFA
195
Fi3 Financial Advisors
Indiana
$775K -$1.67M -27,721 -68%
Brown Advisory
196
Brown Advisory
Maryland
$771K -$12K -200 -2%
AIS
197
Advocate Investing Services
Maryland
$752K +$763K +12,700 New
TRCT
198
Tower Research Capital (TRC)
New York
$747K -$1.57M -26,107 -67%
NA
199
Nautilus Advisors
California
$742K +$473K +7,867 +169%
JCM
200
J2 Capital Management
Michigan
$733K +$47.8K +795 +7%