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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
BlackRock
1
BlackRock
New York
$266M +$14.6M +252,286 +6%
US Bancorp
2
US Bancorp
Minnesota
$160M -$2.23M -38,478 -1%
Morgan Stanley
3
Morgan Stanley
New York
$123M +$65.8M +1,136,903 +111%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$105M +$5.36M +92,589 +5%
GT
5
Glenmede Trust
Pennsylvania
$99.5M +$101M +1,746,031 New
Bank of America
6
Bank of America
North Carolina
$81.6M +$66.7M +1,151,914 +409%
Corient Private Wealth
7
Corient Private Wealth
Florida
$74.5M +$40.1M +692,619 +119%
TCOT
8
Trust Company of Tennessee
Tennessee
$63.1M +$1.34M +23,120 +2%
Cerity Partners
9
Cerity Partners
New York
$49.7M +$71.8K +1,240 +0.1%
HFS
10
Heritage Financial Services
Massachusetts
$49.4M +$5.17M +89,348 +11%
DCM
11
Disciplina Capital Management
Tennessee
$43.8M +$4.79M +82,788 +12%
RIM
12
Rakuten Investment Management
Japan
$43.2M
LPL Financial
13
LPL Financial
California
$38.9M -$409K -7,064 -1%
Two Sigma Investments
14
Two Sigma Investments
New York
$35.6M +$36.2M +624,700 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$33.6M +$8.56M +147,838 +33%
HighTower Advisors
16
HighTower Advisors
Illinois
$32.1M +$2.38M +41,028 +8%
AWM
17
Apollon Wealth Management
South Carolina
$30.6M +$1.11M +19,119 +4%
MWM
18
Mission Wealth Management
California
$30.1M +$175K +3,030 +0.6%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$28.1M +$1.13M +19,467 +4%
CL
20
Choreo LLC
Illinois
$25.3M -$746K -12,877 -3%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$24M -$2.8M -48,284 -10%
CST
22
Charles Schwab Trust
Nevada
$23.8M -$387K -6,683 -2%
RA
23
Rodgers & Associates
Pennsylvania
$21.4M +$1.29M +22,274 +6%
9FG
24
93 Financial Group
Massachusetts
$20.8M +$21.2M +365,381 New
SI
25
Stephens Inc
Arkansas
$20.5M +$2.05M +35,324 +11%