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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 %
VHAM
351
Van Hulzen Asset Management
California
$2.87K +$2.87K +50 New
Citigroup
352
Citigroup
New York
$2.41K -$82.8K -1,444 -97%
FFA
353
Farther Finance Advisors
California
$2.12K +$2.12K +37 New
GIA
354
GHP Investment Advisors
Colorado
$2.06K +$2.06K +36 New
TAM
355
Tucker Asset Management
Colorado
$1.89K +$1.03K +18 +120%
PA
356
PSI Advisors
Florida
$1.78K – – –
KIM
357
Kestra Investment Management
Texas
$1.69K -$31M -548,837 -100%
KSWA
358
Kathleen S. Wright Associates
Pennsylvania
$1.61K – – –
WT
359
Washington Trust
Rhode Island
$1.38K -$1.2K -21 -47%
SIS
360
Sound Income Strategies
Florida
$1.2K – – –
Russell Investments Group
361
Russell Investments Group
United Kingdom
$1.15K – – –
UCB
362
United Community Bank
South Carolina
$745 +$745 +13 New
MCM
363
MV Capital Management
Maryland
$459 – – –
CIAS
364
Capital Investment Advisory Services
North Carolina
$344 +$344 +6 New
BTI
365
Blue Trust Inc
Georgia
$134 – – –
PAG
366
Paladin Advisory Group
Iowa
$115 – – –
KWM
367
Kiker Wealth Management
Georgia
$115 +$115 +2 New
HNB
368
Huntington National Bank
Ohio
$57 -$62 – –
CAM
369
Creekmur Asset Management
Illinois
$34 – – –
Prudential Financial
370
Prudential Financial
New Jersey
– -$13M -210,511 Closed
MWM
371
Merriman Wealth Management
Washington
– -$6.71M -109,016 Closed
CA
372
Cambridge Associates
Massachusetts
– -$4.93M -80,120 Closed
ACM
373
AlphaStar Capital Management
North Carolina
– -$2.91M -47,225 Closed
FTUS
374
Flow Traders U.S.
New York
– -$2.17M -35,259 Closed
CL
375
COWA LLC
Oklahoma
– -$1.47M -23,951 Closed
13 14
15
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