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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
MFT
176
Moisand Fitzgerald Tamayo
Florida
$855K -$2.08K -36 -0.2%
1IA
177
1834 Investment Advisors
Wisconsin
$847K
EIP
178
Ellis Investment Partners
Pennsylvania
$839K +$10.5K +182 +1%
IPW
179
Intergy Private Wealth
Colorado
$837K -$30.3K -523 -3%
CFA
180
Cahill Financial Advisors
Minnesota
$830K +$843K +14,566 New
RSA
181
River Street Advisors
Illinois
$811K +$24.3K +420 +3%
HSG
182
Helen Stephens Group
Texas
$793K -$19.4K -335 -2%
GSIS
183
Global Strategic Investment Solutions
Arizona
$782K +$1.62K +28 +0.2%
Stifel Financial
184
Stifel Financial
Missouri
$764K +$15.3K +264 +2%
Brown Advisory
185
Brown Advisory
Maryland
$753K +$49.2K +850 +7%
AAM
186
Aureus Asset Management
Massachusetts
$736K -$1.79K -31 -0.2%
MAM
187
MMA Asset Management
Pennsylvania
$720K -$22.4K -387 -3%
Baird Financial Group
188
Baird Financial Group
Wisconsin
$719K +$89.6K +1,548 +14%
MWA
189
MFA Wealth Advisors
Pennsylvania
$708K -$417K -7,204 -37%
IIA
190
IPG Investment Advisors
California
$701K -$21.4K -370 -3%
AWM
191
AE Wealth Management
Kansas
$691K -$138K -2,386 -16%
W
192
WealthCollab
Washington
$691K +$27.1K +468 +4%
HHGA
193
Halbert Hargrove Global Advisors
California
$681K -$127K -2,198 -16%
PWA
194
Principia Wealth Advisory
Texas
$673K +$322K +5,564 +89%
FWP
195
Forefront Wealth Partners
Texas
$672K +$231K +3,987 +51%
AFA
196
Amicus Financial Advisors
Texas
$670K +$681K +11,760 New
1832 Asset Management
197
1832 Asset Management
Ontario, Canada
$670K +$162K +2,794 +31%
JCM
198
J2 Capital Management
Michigan
$660K +$25.5K +440 +4%
KPWS
199
Kestra Private Wealth Services
Texas
$656K +$82.5K +1,424 +14%
DWG
200
Darden Wealth Group
Michigan
$644K +$654K +11,300 New