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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 %
AQR Capital Management
276
AQR Capital Management
Connecticut
$220K +$220K +3,819 New
RC
277
Roundview Capital
New Jersey
$212K – – –
IF
278
IRON Financial
Illinois
$212K +$922 +16 +0.4%
HS
279
Horan Securities
United States
$207K +$864 +15 +0.4%
RFA
280
RTD Financial Advisors
Pennsylvania
$206K -$412K -7,159 -67%
PAS
281
Park Avenue Securities
New York
$204K -$277K -4,809 -58%
IA
282
IFP Advisors
Florida
$204K +$174K +3,029 +594%
Members Trust
283
Members Trust
Florida
$202K +$202K +3,512 New
PFBT
284
Parkside Financial Bank & Trust
Missouri
$184K – – –
OSNBOA
285
Old Second National Bank of Aurora
Illinois
$176K -$3.46K -60 -2%
CIBC Private Wealth Group
286
CIBC Private Wealth Group
Georgia
$139K +$101 +2 +0.1%
FNWM
287
Financial Network Wealth Management
Utah
$134K +$134K +2,328 New
BFO
288
Biltmore Family Office
North Carolina
$133K – – –
TIM
289
Tortoise Investment Management
New York
$119K – – –
NA
290
NewEdge Advisors
Louisiana
$117K +$3.8K +66 +3%
MCA
291
Maryland Capital Advisors
Maryland
$107K – – –
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$97K +$59.8K +1,034 +161%
T
293
Tidemark
California
$90.3K +$61.9K +1,075 +218%
BSB
294
Bangor Savings Bank
Maine
$85.2K +$85.2K +1,480 New
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$81.1K -$2.02K -35 -2%
TPCW
296
TD Private Client Wealth
New York
$78.7K +$3K +52 +4%
CWM
297
Copia Wealth Management
Oregon
$71.8K – – –
FDCDDQ
298
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.3K +$71.3K +1,238 New
CFFP
299
Center for Financial Planning
Michigan
$69.9K – – –
MAFA
300
MJT & Associates Financial Advisory
Minnesota
$60K +$60K +1,042 New
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12
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