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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 %
CFFP
251
Center for Financial Planning
Michigan
$87.8K -$11.3K -211 -11%
Fidelity Investments
252
Fidelity Investments
Massachusetts
$84.8K -$63.5K -1,185 -43%
PNC Financial Services Group
253
PNC Financial Services Group
Pennsylvania
$80.7K -$39.8K -743 -33%
CP
254
Castleview Partners
Texas
$69.9K -$22.7K -423 -24%
SAM
255
Smartleaf Asset Management
Massachusetts
$66.7K +$24.6K +464 +58%
BWP
256
Baldwin Wealth Partners
Massachusetts
$63.7K
AWM
257
Avior Wealth Management
Nebraska
$53.4K -$40.2K -751 -43%
FC
258
Fairscale Capital
New Hampshire
$51.3K +$51.3K +906 New
CT
259
Colonial Trust
South Carolina
$50.8K -$28.2K -532 -36%
SPIA
260
Steward Partners Investment Advisory
New York
$48.4K -$59.8K -1,117 -55%
LWA
261
Lowe Wealth Advisors
Maryland
$42.7K
AIA
262
Armor Investment Advisors
North Carolina
$37.5K
AIC
263
Archer Investment Corporation
Indiana
$37.1K
UB
264
UMB Bank
Missouri
$37K
Qube Research & Technologies (QRT)
265
Qube Research & Technologies (QRT)
United Kingdom
$33.4K -$4.18K -78 -11%
RI
266
Ridgewood Investments
New Jersey
$32.6K +$32.6K +608 New
CWC
267
Carolinas Wealth Consulting
North Carolina
$31.5K +$54 +1 +0.2%
ST
268
Smithfield Trust
Pennsylvania
$28K
CIA
269
Cape Investment Advisory
Georgia
$27.9K -$20K -373 -42%
AP
270
Atwood & Palmer
Missouri
$27.3K +$27.3K +509 New
FFL
271
Financial Freedom LLC
Ohio
$26.8K +$107 +2 +0.4%
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.8K
OWA
273
Opal Wealth Advisors
New York
$26.2K +$26.2K +490 New
Bank of Montreal
274
Bank of Montreal
Ontario, Canada
$24.7K
CA
275
Continuum Advisory
Idaho
$23.9K