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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 %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$13.9M -$1.39M -26,004 -9%
MWM
27
MBE Wealth Management
Wisconsin
$13.9M +$917K +17,114 +7%
FA
28
Fiducient Advisors
Illinois
$12.7M +$3.12M +58,240 +33%
Bank of America
29
Bank of America
North Carolina
$12.6M +$5.97M +111,483 +90%
PFM
30
Phillips Financial Management
Indiana
$12M +$297K +5,538 +3%
RA
31
Rodgers & Associates
Pennsylvania
$11.9M +$1.11M +20,739 +10%
GT
32
Glenview Trust
Kentucky
$11.6M +$291K +5,437 +3%
EIG
33
Ellenbecker Investment Group
Wisconsin
$11.1M -$1.18M -21,987 -10%
PFA
34
Pure Financial Advisors
California
$10.9M +$526K +9,813 +5%
ACM
35
Agincourt Capital Management
Virginia
$10.8M +$61.6K +1,150 +0.6%
Cerity Partners
36
Cerity Partners
New York
$10.6M +$1.52M +28,446 +17%
VFPI
37
Vantage Financial Partners (Illinois)
Illinois
$10.5M +$5.96M +111,233 +131%
LPL Financial
38
LPL Financial
California
$10.4M -$201K -3,750 -2%
BIP
39
Blueprint Investment Partners
North Carolina
$10.1M -$11.9M -222,580 -54%
TA
40
Tectonic Advisors
Texas
$10M +$204K +3,800 +2%
TFA
41
TPG Financial Advisors
Oregon
$9.87M +$9.87M +184,253 New
EFL
42
ERn Financial LLC
Wisconsin
$9.66M +$604K +11,275 +7%
CFS
43
Cannon Financial Strategists
Georgia
$9.42M +$487K +9,097 +5%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$9.37M -$1.61M -30,000 -15%
FMWA
45
Forvis Mazars Wealth Advisors
Missouri
$9.2M -$5.31M -99,136 -37%
BWM
46
Biltmore Wealth Management
Arizona
$8.32M +$3.02M +56,371 +57%
CM
47
Cornerstone Management
Georgia
$8.16M +$731K +13,647 +10%
Ameriprise
48
Ameriprise
Minnesota
$8.11M +$716K +13,374 +10%
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$7.5M +$4.23M +78,964 +129%
Legacy Financial Group (Iowa)
50
Legacy Financial Group (Iowa)
Iowa
$6.62M -$6.97M -130,109 -51%
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