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iShares Core US REIT ETF

316 hedge funds and large institutions have $1.67B invested in iShares Core US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 122 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-10
Holders Change %
-3.07%
% of All Funds
4.6%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
28
Increased
122
Reduced
104
Closed
36
Calls
$80K
Puts
Net Calls
+$80K
Net Calls Change
+$527K
Name Holding Trade Value Shares
Change
Shares
Change %
AC
226
Allstate Corporation
Illinois
$235K
BSW
227
Buckingham Strategic Wealth
Missouri
$231K +$750 +14 +0.3%
DADC
228
D.A. Davidson & Co
Montana
$230K -$37.5K -700 -14%
NL
229
Navalign LLC
California
$225K +$225K +4,210 New
PA
230
Parallel Advisors
California
$222K -$20.5K -383 -8%
JGIA
231
Jackson Grant Investment Advisers
Connecticut
$213K +$214 +4 +0.1%
IWA
232
IVC Wealth Advisors
Pennsylvania
$208K +$208K +3,886 New
PO
233
Private Ocean
California
$206K
SS
234
Sunbelt Securities
Texas
$205K
HS
235
Horan Securities
United States
$204K +$204K +3,816 New
RAM
236
Resona Asset Management
Japan
$197K -$18.5K -350 -9%
ATPW
237
Ashton Thomas Private Wealth
Arizona
$196K -$38.2K -713 -16%
BFEC
238
Benjamin F. Edwards & Company
Missouri
$177K -$16.3K -305 -8%
Daiwa Securities Group
239
Daiwa Securities Group
Japan
$157K -$681K -12,706 -81%
CFGS
240
Concourse Financial Group Securities
Alabama
$141K +$41.5K +774 +42%
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$140K +$104K +1,951 +295%
OSNBOA
242
Old Second National Bank of Aurora
Illinois
$138K +$53.1K +992 +62%
BFO
243
Biltmore Family Office
North Carolina
$124K
MCA
244
Maryland Capital Advisors
Maryland
$111K -$2.89K -54 -3%
TIM
245
Tortoise Investment Management
New York
$111K
NA
246
NewEdge Advisors
Louisiana
$104K +$85.7K +1,600 +466%
RFG
247
RFP Financial Group
Georgia
$103K
GRP
248
Global Retirement Partners
California
$100K -$1.34K -25 -1%
VWM
249
Venturi Wealth Management
Texas
$88.4K -$18.1K -337 -17%
EW
250
Element Wealth
Mississippi
$88.3K