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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 %
RWA
376
Redhawk Wealth Advisors
Minnesota
– -$1.15M -18,666 Closed
RAM
377
Resona Asset Management
Japan
– -$832K -13,610 Closed
CSPIA
378
Cary Street Partners Investment Advisory
Virginia
– -$617K -10,023 Closed
RIA
379
Realta Investment Advisors
Delaware
– -$564K -9,322 Closed
EIA
380
Eldridge Investment Advisors
New Hampshire
– -$530K -8,600 Closed
APP
381
Avantax Planning Partners
Iowa
– -$410K -6,652 Closed
MGW
382
MB Generational Wealth
Washington
– -$348K -5,658 Closed
ODIJL
383
One Day In July LLC
Vermont
– -$346K -5,613 Closed
PFG
384
Prosperity Financial Group
California
– -$287K -4,665 Closed
CPWM
385
Cypress Point Wealth Management
Texas
– -$271K -4,397 Closed
BPA
386
Beacon Pointe Advisors
California
– -$249K -4,043 Closed
BWP
387
Balboa Wealth Partners
Arizona
– -$246K -3,990 Closed
ATPW
388
Ashton Thomas Private Wealth
Arizona
– -$224K -3,645 Closed
CAM
389
Cresset Asset Management
Illinois
– -$220K -3,581 Closed
AWG
390
Altus Wealth Group
Colorado
– -$215K -3,487 Closed
BBA
391
Braun-Bostich & Associates
Pennsylvania
– -$211K -3,430 Closed
AQR Capital Management
392
AQR Capital Management
Connecticut
– -$211K -3,419 Closed
VC
393
Veracity Capital
Georgia
– -$206K -3,350 Closed
DADC
394
D.A. Davidson & Co
Montana
– -$204K -3,317 Closed
VF
395
Vawter Financial
Ohio
– -$203K -3,298 Closed
PAG
396
Private Advisor Group
New Jersey
– -$203K -3,298 Closed
LP
397
LGL Partners
Pennsylvania
– -$202K -3,284 Closed
B
398
Bailard
California
– -$201K -3,267 Closed
GM
399
GeoWealth Management
Illinois
– -$157K -2,553 Closed
BWP
400
Baldwin Wealth Partners
Massachusetts
– -$73.3K -1,190 Closed
13 14 15
16
17