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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 %
ULWM
251
Upper Left Wealth Management
Florida
$276K – – –
VAF
252
Values Added Financial
District of Columbia
$275K -$55K -955 -17%
GIA
253
Goodwin Investment Advisory
Georgia
$273K -$1.22M -21,202 -82%
IWA
254
IVC Wealth Advisors
Pennsylvania
$269K -$1.79K -31 -0.7%
FF
255
Finley Financial
Nevada
$266K – – –
SBIA
256
Sheaff Brock Investment Advisors
Indiana
$265K -$28.8K -500 -10%
NAS
257
NWF Advisory Services
California
$265K – – –
UAG
258
United Advisor Group
Ohio
$263K +$11.1K +192 +4%
D.E. Shaw & Co
259
D.E. Shaw & Co
New York
$263K +$263K +4,558 New
SWM
260
Seaside Wealth Management
California
$262K +$5.41K +94 +2%
FWM
261
Fonville Wealth Management
Virginia
$255K – – –
AC
262
Allstate Corporation
Illinois
$253K – – –
WSFS
263
Wilmington Savings Fund Society
Delaware
$248K – – –
EWA
264
EP Wealth Advisors
California
$247K -$2.54K -44 -1%
AA
265
Advisory Alpha
Michigan
$244K -$35K -607 -13%
AFG
266
Arkansas Financial Group
Arkansas
$244K +$51.1K +976 +27%
FHA
267
Flagship Harbor Advisors
Massachusetts
$238K -$75.4K -1,309 -24%
RI
268
Ridgewood Investments
New Jersey
$234K +$91K +1,580 +64%
HCP
269
Hexagon Capital Partners
Arkansas
$234K +$5.93K +103 +3%
FWP
270
Forefront Wealth Partners
Texas
$234K +$234K +4,057 New
AWA
271
Aletheian Wealth Advisors
Washington
$233K +$58 +1 +0%
BPA
272
Beacon Pointe Advisors
California
$233K +$233K +4,043 New
EP
273
EPIQ Partners
Minnesota
$230K – – –
JGIA
274
Jackson Grant Investment Advisers
Connecticut
$230K +$173 +3 +0.1%
LCG
275
Lakeshore Capital Group
Illinois
$226K +$173 +3 +0.1%
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