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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 %
Renaissance Technologies
326
Renaissance Technologies
New York
– -$931K -17,300 Closed
Fidelity International
327
Fidelity International
Bermuda
– -$889K -16,526 Closed
KWM
328
Kingsview Wealth Management
Oregon
– -$633K -11,773 Closed
GAA
329
Global Assets Advisory
Florida
– -$222K -11,742 Closed
RVPG
330
Relative Value Partners Group
– -$526K -10,118 Closed
ITB
331
Idaho Trust Bank
Idaho
– -$484K -8,998 Closed
LWMNY
332
Landmark Wealth Management (New York)
New York
– -$377K -7,013 Closed
PAS
333
Park Avenue Securities
New York
– -$367K -6,815 Closed
CB
334
Commerce Bank
Missouri
– -$365K -6,784 Closed
PFG
335
Prosperity Financial Group
California
– -$289K -5,369 Closed
FCM
336
Family Capital Management
Michigan
– -$275K -5,111 Closed
Brown Advisory
337
Brown Advisory
Maryland
– -$269K -5,000 Closed
PWM
338
Perigon Wealth Management
California
– -$265K -4,919 Closed
PIAS
339
PCA Investment Advisory Services
Ohio
– -$262K -4,870 Closed
VC
340
Veracity Capital
Georgia
– -$254K -4,724 Closed
AQR Capital Management
341
AQR Capital Management
Connecticut
– -$244K -4,538 Closed
OFS
342
OneAscent Financial Services
Alabama
– -$221K -4,102 Closed
CAM
343
Cresset Asset Management
Illinois
– -$202K -3,761 Closed
FSWA
344
Financial Synergies Wealth Advisors
Texas
– -$95.4K -1,773 Closed
OCM
345
Orion Capital Management
California
– -$48.4K -900 Closed
GWSG
346
GPS Wealth Strategies Group
Colorado
– -$24.4K -454 Closed
AFG
347
Albion Financial Group
Utah
– -$16.7K -310 Closed
HFS
348
Horizon Financial Services
North Carolina
– -$13.2K -246 Closed
AssetMark Inc
349
AssetMark Inc
California
– -$10.2K -190 Closed
Simplex Trading
350
Simplex Trading
Illinois
– -$7K -146 Closed
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