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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 %
MWM
26
MBE Wealth Management
Wisconsin
$13M +$265K +4,919 +2%
EIG
27
Ellenbecker Investment Group
Wisconsin
$12.3M -$418K -7,774 -3%
SLI
28
Sumitomo Life Insurance
Japan
$11.9M +$6.7M +127,200 +130%
PFM
29
Phillips Financial Management
Indiana
$11.8M +$194K +3,602 +2%
GT
30
Glenview Trust
Kentucky
$11.4M +$88.1K +1,637 +0.8%
HHGA
31
Halbert Hargrove Global Advisors
California
$11.2M -$1.04M -19,368 -9%
SAG
32
SageView Advisory Group
California
$11.1M +$8.63M +16,413 +351%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$11M -$3.5M -65,000 -24%
RA
34
Rodgers & Associates
Pennsylvania
$10.9M +$596K +11,082 +6%
ACM
35
Agincourt Capital Management
Virginia
$10.8M +$125K +2,325 +1%
LPL Financial
36
LPL Financial
California
$10.7M +$3.56M +66,247 +50%
PFA
37
Pure Financial Advisors
California
$10.5M +$368K +6,845 +4%
TA
38
Tectonic Advisors
Texas
$9.85M +$317K +5,900 +3%
FA
39
Fiducient Advisors
Illinois
$9.59M -$33.8M -627,495 -78%
EFL
40
ERn Financial LLC
Wisconsin
$9.1M +$60.8K +1,131 +0.7%
Cerity Partners
41
Cerity Partners
New York
$9.05M -$8.91M -167,325 -50%
CFS
42
Cannon Financial Strategists
Georgia
$8.97M +$500K +9,294 +6%
PCH
43
PGIM Custom Harvest
New Jersey
$8.91M -$545K -10,137 -6%
CM
44
Cornerstone Management
Georgia
$7.46M +$742K +13,784 +11%
Ameriprise
45
Ameriprise
Minnesota
$7.44M -$30K -556 -0.4%
Bank of America
46
Bank of America
North Carolina
$6.68M -$29.6M -550,783 -82%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$6.51M +$311K +5,774 +5%
Lido Advisors
48
Lido Advisors
California
$6.26M -$91.8K -1,706 -1%
SAS
49
SMI Advisory Services
Indiana
$6.04M +$6.04M +112,457 New
FEG
50
Fund Evaluation Group
Ohio
$5.76M -$3.11M -57,740 -35%
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