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iShares Core US REIT ETF
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Overview Fund Activity

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

Top Buyers

1
Charles Schwab
Charles Schwab
California
$137M
2
GT
Glenmede Trust
Pennsylvania
$92M
3
HighTower Advisors
HighTower Advisors
Illinois
$21.5M
4
PCIA
Prime Capital Investment Advisors
Kansas
$20.8M
5
US Bancorp
US Bancorp
Minnesota
$142M

Top Sellers

1
FTA
Financial & Tax Architects
Missouri
$0
2
BIP
Blueprint Investment Partners
North Carolina
$10.1M
3
SAG
SageView Advisory Group
California
$0
4
HHGA
Halbert Hargrove Global Advisors
California
$1.26M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$6.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIA
276
Glass Jacobson Investment Advisors
Maryland
$22.5K +$107 +2 +0.5%
BCWM
277
Bartlett & Co Wealth Management
Ohio
$20.9K – – –
AF
278
Advisornet Financial
Minnesota
$20.2K – – –
HI
279
Harbour Investments
Wisconsin
$18.1K – – –
IRC
280
Investors Research Corp
Georgia
$17.3K +$54 +1 +0.3%
BCA
281
Bray Capital Advisors
Florida
$16.3K – – –
TSWM
282
Tyler-Stone Wealth Management
Ohio
$15.8K – – –
CAL
283
Capital Advisors Ltd
Ohio
$15K – – –
GIA
284
GHP Investment Advisors
Colorado
$13.6K +$13.6K +254 New
CPA
285
Cardiff Park Advisors
California
$13.2K +$2.3K +43 +21%
IHWM
286
Iron Horse Wealth Management
Iowa
$10.1K – – –
PTC
287
Private Trust Company
Ohio
$9.43K +$5.89K +110 +167%
BLC
288
Brown, Lisle/Cummings
Rhode Island
$8.84K – – –
BTI
289
Blue Trust Inc
Georgia
$8.79K – – –
S
290
SignatureFD
Georgia
$8.7K -$179K -3,332 -95%
GWANC
291
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.25K +$8.25K +154 New
CAL
292
Capital Analysts LLC
Pennsylvania
$8K +$2.78K +50 +53%
NSIM
293
North Star Investment Management
Illinois
$7.91K +$53 +1 +0.7%
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +125 New
LB
295
Legacy Bridge
Iowa
$5.62K +$2.68K +50 +91%
AA
296
Ancora Advisors
Ohio
$5.36K – – –
ME
297
McIlrath & Eck
Washington
$4.87K +$54 +1 +1%
GEA
298
Glen Eagle Advisors
New Jersey
$4.61K – – –
TRCT
299
Tower Research Capital (TRC)
New York
$4.18K – – –
PA
300
Pineridge Advisors
Missouri
$4.07K – – –
10 11
12
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