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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 %
CIA
301
Cape Investment Advisory
Georgia
$58.5K -$18.5K -321 -24%
FC
302
Fairscale Capital
New Hampshire
$52.2K – – –
SPIA
303
Steward Partners Investment Advisory
New York
$52.1K – – –
UB
304
UMB Bank
Missouri
$51.8K – – –
CT
305
Colonial Trust
South Carolina
$51.7K -$20K -351 -28%
CWC
306
Carolinas Wealth Consulting
North Carolina
$51.1K +$5.47K +95 +12%
LWA
307
Lowe Wealth Advisors
Maryland
$46K – – –
BCWM
308
Bartlett & Co Wealth Management
Ohio
$40.3K – – –
AIC
309
Archer Investment Corporation
Indiana
$39.9K – – –
PTC
310
Private Trust Company
Ohio
$37.1K – – –
AIA
311
Armor Investment Advisors
North Carolina
$35.7K – – –
RIL
312
Rothschild Investment LLC
Illinois
$33.1K +$33.1K +575 New
BCMLT
313
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.8K +$115 +2 +0.4%
ST
314
Smithfield Trust
Pennsylvania
$30K – – –
FFL
315
Financial Freedom LLC
Ohio
$29.5K +$115 +2 +0.4%
CP
316
Covenant Partners
Tennessee
$29.1K +$6.05K +105 +26%
SIM
317
Synergy Investment Management
Florida
$28.4K -$13.6K -236 -32%
OWA
318
Opal Wealth Advisors
New York
$28.2K +$28.2K +490 New
GJIA
319
Glass Jacobson Investment Advisors
Maryland
$26.8K – – –
CI
320
CX Institutional
Indiana
$26K +$26K +451 New
CA
321
Continuum Advisory
Idaho
$23.3K -$2.25K -39 -9%
SFC
322
SYM Financial Corp
Indiana
$21.2K +$2.53K +44 +14%
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$21K -$3.69K -64 -15%
IRC
324
Investors Research Corp
Georgia
$19K – – –
HI
325
Harbour Investments
Wisconsin
$18.8K -$4.67K -81 -20%
11 12
13
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