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iShares Core US REIT ETF
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Overview Fund Activity

326 hedge funds and large institutions have $1.47B invested in iShares Core US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 120 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-15
Holders Change %
-4.4%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.16%
New
35
Increased
111
Reduced
120
Closed
43
Calls
$172K
Puts
$619K
Net Calls
-$447K
Net Calls Change
+$9K

Top Buyers

1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$13M
2
HFS
Heritage Financial Services
Massachusetts
+$11.9M
3
GT
Glenmede Trust
Pennsylvania
+$10.8M
4
SAG
SageView Advisory Group
California
+$8.63M
5
SLI
Sumitomo Life Insurance
Japan
+$6.7M

Top Sellers

1
FA
Fiducient Advisors
Illinois
-$33.8M
2
Morgan Stanley
Morgan Stanley
New York
-$33.5M
3
Bank of America
Bank of America
North Carolina
-$29.6M
4
HighTower Advisors
HighTower Advisors
Illinois
-$22M
5
AA
Advisory Alpha
Michigan
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
226
Laidlaw Wealth Management
New York
$267K -$99.2K -1,843 -27%
PWM
227
Perigon Wealth Management
California
$265K -$4.73K -88 -2%
PIAS
228
PCA Investment Advisory Services
Ohio
$262K +$1.94K +36 +0.7%
ULWM
229
Upper Left Wealth Management
Florida
$262K -$33.7K -626 -11%
FPAS
230
Focus Partners Advisor Solutions
Missouri
$256K +$256K +4,751 New
VC
231
Veracity Capital
Georgia
$254K -$36.4K -676 -13%
FWM
232
Fonville Wealth Management
Virginia
$253K +$15.4K +287 +6%
CPWM
233
Cypress Point Wealth Management
Texas
$249K -$111K -2,068 -31%
PCIA
234
Prime Capital Investment Advisors
Kansas
$247K -$8.29K -154 -3%
AQR Capital Management
235
AQR Capital Management
Connecticut
$244K +$244K +4,538 New
PA
236
Parallel Advisors
California
$243K -$4.09K -76 -2%
SFA
237
Sequoia Financial Advisors
Ohio
$241K -$626K -11,633 -72%
SWM
238
Seaside Wealth Management
California
$241K -$108 -2 -0%
AC
239
Allstate Corporation
Illinois
$236K +$236K +4,392 New
ATPW
240
Ashton Thomas Private Wealth
Arizona
$236K +$236K +4,381 New
BSW
241
Buckingham Strategic Wealth
Missouri
$232K +$1.08K +20 +0.5%
GAA
242
Global Assets Advisory
Florida
$222K +$222K +11,742 New
OFS
243
OneAscent Financial Services
Alabama
$221K +$221K +4,102 New
RAM
244
Resona Asset Management
Japan
$218K +$218K +4,060 New
JGIA
245
Jackson Grant Investment Advisers
Connecticut
$214K +$215 +4 +0.1%
PO
246
Private Ocean
California
$206K -$7.53K -140 -4%
SS
247
Sunbelt Securities
Texas
$206K – – –
CAM
248
Cresset Asset Management
Illinois
$202K +$202K +3,761 New
HCP
249
Hexagon Capital Partners
Arkansas
$198K +$85K +1,580 +76%
BFEC
250
Benjamin F. Edwards & Company
Missouri
$194K -$42.7K -795 -18%
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