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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
W
201
WealthCollab
Washington
$718K
BCV
202
Banque Cantonale Vaudoise
Switzerland
$718K +$729K +12,126 New
HHGA
203
Halbert Hargrove Global Advisors
California
$705K -$2.22K -37 -0.3%
EWA
204
EP Wealth Advisors
California
$685K -$1.01M -16,739 -59%
AFA
205
Amicus Financial Advisors
Texas
$683K -$13.6K -227 -2%
AC
206
AWM Capital
Arizona
$676K -$261K -4,347 -28%
IIA
207
IPG Investment Advisors
California
$672K -$57.2K -952 -8%
DWG
208
Darden Wealth Group
Michigan
$669K
PFBT
209
Parkside Financial Bank & Trust
Missouri
$657K +$901 +15 +0.1%
PS
210
Principal Securities
Iowa
$657K +$25.6K +426 +4%
PPW
211
Presilium Private Wealth
Pennsylvania
$656K +$16.6K +276 +3%
IA
212
Insight Advisors
Pennsylvania
$654K +$11.1K +184 +2%
NL
213
Navalign LLC
California
$631K +$496K +8,248 +342%
BWA
214
Beam Wealth Advisors
Louisiana
$616K +$9.61K +160 +2%
1832 Asset Management
215
1832 Asset Management
Ontario, Canada
$611K -$86.6K -1,442 -12%
WFP
216
Wrenne Financial Planning
Kentucky
$610K +$7.69K +128 +1%
RI
217
Ridgewood Investments
New Jersey
$586K +$595K +9,900 New
HWM
218
HB Wealth Management
Georgia
$581K -$8.77K -146 -1%
WI
219
Westbourne Investments
Virginia
$572K +$260K +4,324 +81%
HCA
220
Heck Capital Advisors
Wisconsin
$568K +$1.38K +23 +0.2%
GC
221
Garde Capital
Washington
$568K
DWM
222
Diversify Wealth Management
Utah
$560K +$217K +3,605 +69%
WANY
223
Wealthspire Advisors (New York)
New York
$560K +$252K +4,193 +80%
PAS
224
Park Avenue Securities
New York
$547K -$64.6K -1,076 -10%
HAG
225
HF Advisory Group
Maryland
$520K -$50.5K -840 -9%