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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 %
SWM
301
Sanctuary Wealth Management
Idaho
$46.3K – – –
LWA
302
Lowe Wealth Advisors
Maryland
$45.7K – – –
CWC
303
Carolinas Wealth Consulting
North Carolina
$45.3K +$172 +3 +0.4%
SIM
304
Synergy Investment Management
Florida
$41.8K +$41.8K +729 New
BCWM
305
Bartlett & Co Wealth Management
Ohio
$40.1K +$1.72K +30 +4%
AIC
306
Archer Investment Corporation
Indiana
$39.7K – – –
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$37K -$5.81K -101 -14%
PTC
308
Private Trust Company
Ohio
$36.9K -$23.2K -405 -39%
AIA
309
Armor Investment Advisors
North Carolina
$35.5K – – –
BCMLT
310
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.5K +$32.5K +567 New
ST
311
Smithfield Trust
Pennsylvania
$30K – – –
IA
312
IFP Advisors
Florida
$29.2K +$29.2K +510 New
FFL
313
Financial Freedom LLC
Ohio
$29.2K +$286 +5 +1%
T
314
Tidemark
California
$28.2K +$28.2K +492 New
GJIA
315
Glass Jacobson Investment Advisors
Maryland
$26.8K +$2.41K +42 +10%
CA
316
Continuum Advisory
Idaho
$25.4K – – –
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$24.5K +$24.5K +428 New
HI
318
Harbour Investments
Wisconsin
$23.4K +$745 +13 +3%
CP
319
Covenant Partners
Tennessee
$22.9K +$4.76K +83 +26%
IF
320
Integrity Financial
Wyoming
$19.9K +$19.9K +347 New
AP
321
Atwood & Palmer
Missouri
$19K -$3.67K -64 -16%
IRC
322
Investors Research Corp
Georgia
$18.9K +$287 +5 +2%
SFC
323
SYM Financial Corp
Indiana
$18.6K +$18.6K +324 New
BCA
324
Bray Capital Advisors
Florida
$17.5K – – –
KHC
325
Koesten Hirschmann & Crabtree
Kansas
$16.6K +$11K +192 +196%
11 12
13
14 15