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iShares Core US REIT ETF
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Overview Fund Activity

368 hedge funds and large institutions have $1.81B invested in iShares Core US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 132 increasing their positions, 109 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+22
Holders Change %
+6.36%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
69
Increased
132
Reduced
109
Closed
42
Calls
$630K
Puts
$11K
Net Calls
+$619K
Net Calls Change
+$552K

Top Buyers

1
BlackRock
BlackRock
New York
+$83M
2
Bank of America
Bank of America
North Carolina
+$44.7M
3
LPL Financial
LPL Financial
California
+$32.2M
4
QC
Quadrature Capital
United Kingdom
+$8.91M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.2M

Top Sellers

1
KIM
Kestra Investment Management
Texas
-$31M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.7M
3
Prudential Financial
Prudential Financial
New Jersey
-$13M
4
MWM
Merriman Wealth Management
Washington
-$6.71M
5
EWM
Executive Wealth Management
Michigan
-$5.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
251
Allstate Corporation
Illinois
$252K – – –
UAG
252
United Advisor Group
Ohio
$250K +$250K +4,366 New
EWA
253
EP Wealth Advisors
California
$248K +$51.8K +903 +26%
WSFS
254
Wilmington Savings Fund Society
Delaware
$247K – – –
FM
255
Foster & Motley
Ohio
$246K -$51.1K -890 -17%
MA
256
MAS Advisors
Florida
$245K -$235K -4,092 -49%
QCM
257
Quantinno Capital Management
New York
$244K +$244K +4,261 New
LWM
258
Laidlaw Wealth Management
New York
$241K – – –
MWC
259
MKD Wealth Coaches
Michigan
$232K +$232K +4,056 New
AWA
260
Aletheian Wealth Advisors
Washington
$232K – – –
EP
261
EPIQ Partners
Minnesota
$229K +$19.5K +341 +9%
JGIA
262
Jackson Grant Investment Advisers
Connecticut
$229K +$401 +7 +0.2%
Millennium Management
263
Millennium Management
New York
$228K +$228K +3,972 New
HCP
264
Hexagon Capital Partners
Arkansas
$227K +$630 +11 +0.3%
LCG
265
Lakeshore Capital Group
Illinois
$225K +$225K +3,920 New
SWM
266
SFG Wealth Management
Maryland
$217K +$217K +3,784 New
FWP
267
Family Wealth Partners
North Carolina
$214K +$214K +3,730 New
RC
268
Roundview Capital
New Jersey
$211K – – –
AFG
269
Arkansas Financial Group
Arkansas
$211K +$8.83K +154 +4%
IF
270
IRON Financial
Illinois
$210K +$1.89K +33 +0.9%
HS
271
Horan Securities
United States
$205K -$16K -280 -7%
EWM
272
Executive Wealth Management
Michigan
$203K -$5.17M -90,217 -96%
MOS
273
MGO One Seven
Ohio
$201K +$3.15K +55 +2%
BWM
274
BankPlus Wealth Management
Mississippi
$200K +$200K +3,491 New
PFBT
275
Parkside Financial Bank & Trust
Missouri
$183K – – –
9 10
11
12 13