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iShares Core US REIT ETF
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Overview Fund Activity

326 hedge funds and large institutions have $1.47B invested in iShares Core US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 120 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-15
Holders Change %
-4.4%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.16%
New
35
Increased
111
Reduced
120
Closed
43
Calls
$172K
Puts
$619K
Net Calls
-$447K
Net Calls Change
+$9K

Top Buyers

1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$13.7M
2
HFS
Heritage Financial Services
Massachusetts
$35.7M
3
GT
Glenmede Trust
Pennsylvania
$15.2M
4
SAG
SageView Advisory Group
California
$11.1M
5
SLI
Sumitomo Life Insurance
Japan
$11.9M

Top Sellers

1
FA
Fiducient Advisors
Illinois
$9.59M
2
Morgan Stanley
Morgan Stanley
New York
$45.4M
3
Bank of America
Bank of America
North Carolina
$6.68M
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
AA
Advisory Alpha
Michigan
$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
326
Huntington National Bank
Ohio
$54 -$47.9K – –
CAM
327
Creekmur Asset Management
Illinois
$31 -$31 -1 -50%
TIM
328
Thompson Investment Management
Wisconsin
$3 -$57 -1 Closed
RWM
329
Ruedi Wealth Management
Illinois
$1 -$54 -1 Closed
HighTower Advisors
330
HighTower Advisors
Illinois
– -$22M -405,213 Closed
NL
331
Navalign LLC
California
– -$729K -13,432 Closed
Nomura Asset Management
332
Nomura Asset Management
Japan
– -$722K -13,290 Closed
Neuberger Berman Group
333
Neuberger Berman Group
New York
– -$600K -11,059 Closed
Susquehanna International Group
334
Susquehanna International Group
Pennsylvania
– -$596K -10,970 Closed
PW
335
Peninsula Wealth
California
– -$394K -7,258 Closed
MAWAG
336
Mid-American Wealth Advisory Group
Missouri
– -$263K -4,850 Closed
Northern Trust
337
Northern Trust
Illinois
– -$251K -4,628 Closed
HS
338
Horan Securities
United States
– -$236K -4,339 Closed
PAG
339
Private Advisor Group
New Jersey
– -$229K -4,223 Closed
BPA
340
Beacon Pointe Advisors
California
– -$219K -4,043 Closed
Financial Engines Advisors
341
Financial Engines Advisors
California
– -$214K -3,933 Closed
IP
342
Ignite Planners
California
– -$212K -3,860 Closed
GKWIM
343
Gerber Kawasaki Wealth & Investment Management
California
– -$205K -3,776 Closed
RC
344
Roundview Capital
New Jersey
– -$201K -3,702 Closed
BRWA
345
B. Riley Wealth Advisors
Florida
– -$201K -3,697 Closed
CFB
346
Cullen/Frost Bankers
Texas
– -$176K -3,242 Closed
FHA
347
First Horizon Advisors
Tennessee
– -$63.8K -1,176 Closed
TPCW
348
TD Private Client Wealth
New York
– -$39.9K -735 Closed
SAG
349
Spotlight Asset Group
Illinois
– -$32.2K -683 Closed
FFO
350
Fortitude Family Office
Arizona
– -$27.5K -506 Closed
11 12 13
14
15