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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 %
SL
351
Salomon & Ludwin
Virginia
$3.34K – – –
AFG
352
Albion Financial Group
Utah
$3.24K -$1.09M -18,812 -100%
BA
353
Bellwether Advisors
Nebraska
$3.11K – – –
AssetMark Inc
354
AssetMark Inc
California
$2.65K -$5.88K -102 -69%
AC
355
AlphaCore Capital
California
$2.3K +$2.3K +40 New
SFG
356
Stonebridge Financial Group
Pennsylvania
$1.44K +$1.44K +25 New
WT
357
Washington Trust
Rhode Island
$1.38K – – –
SIS
358
Sound Income Strategies
Florida
$1.21K – – –
Russell Investments Group
359
Russell Investments Group
United Kingdom
$1.15K – – –
MCM
360
MV Capital Management
Maryland
$461 – – –
BF
361
BOK Financial
Oklahoma
$461 +$461 +8 New
FW
362
Fairway Wealth
Ohio
$346 +$346 +6 New
HFS
363
Hughes Financial Services
Virginia
$288 +$288 +5 New
CIAS
364
Capital Investment Advisory Services
North Carolina
$230 -$115 -2 -33%
BTI
365
Blue Trust Inc
Georgia
$134 – – –
KWM
366
Kiker Wealth Management
Georgia
$115 – – –
PAG
367
Paladin Advisory Group
Iowa
$115 – – –
KFI
368
Key Financial Inc
Pennsylvania
$115 +$115 +2 New
HNB
369
Huntington National Bank
Ohio
$58 -$57 – –
KGP
370
Keystone Global Partners
Colorado
$58 +$58 +1 New
CAM
371
Creekmur Asset Management
Illinois
$34 – – –
SERBOO
372
School Employees Retirement Board of Ohio
Ohio
– -$6.46M -112,787 Closed
SAS
373
SMI Advisory Services
Indiana
– -$3.69M -66,025 Closed
FHB
374
First Hawaiian Bank
Hawaii
– -$3.52M -61,417 Closed
Capstone Investment Advisors
375
Capstone Investment Advisors
New York
– -$3.12M -54,374 Closed
13 14
15
16 17