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iShares Core US REIT ETF
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Overview Fund Activity

370 hedge funds and large institutions have $1.9B invested in iShares Core US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 123 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+2
Holders Change %
+0.54%
% of All Funds
5.03%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.2%
New
49
Increased
130
Reduced
123
Closed
38
Calls
$6K
Puts
$6K
Net Calls
–
Net Calls Change
-$619K

Top Buyers

1
JHU
Johns Hopkins University
Maryland
+$50M
2
AWM
Apollon Wealth Management
South Carolina
+$26.3M
3
PLFA
Pacific Life Fund Advisors
California
+$19M
4
MLFP
MPS Loria Financial Planners
Illinois
+$14.3M
5
KIM
Kestra Investment Management
Texas
+$13M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$32M
2
PCIA
Prime Capital Investment Advisors
Kansas
-$20.7M
3
LPL Financial
LPL Financial
California
-$13.6M
4
TCOT
Trust Company of Tennessee
Tennessee
-$9.87M
5
MWM
MBE Wealth Management
Wisconsin
-$9.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMNY
226
Landmark Wealth Management (New York)
New York
$393K +$11.8K +205 +3%
RA
227
RFG Advisory
Alabama
$387K -$606K -10,527 -61%
SWC
228
Spectrum Wealth Counsel
Indiana
$380K – – –
OBWG
229
Onyx Bridge Wealth Group
New York
$357K -$26.8K -466 -7%
1832 Asset Management
230
1832 Asset Management
Ontario, Canada
$356K +$16.1K +279 +5%
KAS
231
Kestra Advisory Services
Texas
$348K +$348K +6,049 New
VWA
232
VERITY Wealth Advisors
United States
$345K – – –
KFC
233
Klingenstein Fields & Co
New York
$338K – – –
FAM
234
Forte Asset Management
New York
$333K – – –
RW
235
RVW Wealth
California
$329K – – –
MUAMU
236
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$328K -$512K -8,900 -61%
SAG
237
SageView Advisory Group
California
$323K -$133K -2,313 -29%
EGM
238
Engineers Gate Manager
New York
$321K -$52K -902 -14%
RWM
239
Ritholtz Wealth Management
New York
$309K +$1.09K +19 +0.4%
MFGP
240
Marshall Financial Group (Pennsylvania)
Pennsylvania
$306K -$5.88M -102,119 -95%
IAIM
241
International Assets Investment Management
Florida
$304K -$62.4K -1,084 -17%
ASN
242
Advisory Services Network
Georgia
$291K -$81.3K -1,412 -22%
BA
243
Bristlecone Advisors
Washington
$288K – – –
RW
244
REDW Wealth
New Mexico
$287K -$7.03K -122 -2%
OFS
245
OneAscent Financial Services
Alabama
$286K – – –
WFP
246
Wrenne Financial Planning
Kentucky
$285K +$21.9K +381 +8%
Daiwa Securities Group
247
Daiwa Securities Group
Japan
$282K -$95.7K -1,663 -25%
SFC
248
Summit Financial Consulting
Michigan
$280K +$280K +4,863 New
SFA
249
Sequoia Financial Advisors
Ohio
$279K -$2.3K -40 -0.8%
OWA
250
ORBA Wealth Advisors
Illinois
$278K – – –
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