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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
$219M
2
Bank of America
Bank of America
North Carolina
$56.4M
3
LPL Financial
LPL Financial
California
$44.8M
4
QC
Quadrature Capital
United Kingdom
$8.91M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$75.6M

Top Sellers

1
KIM
Kestra Investment Management
Texas
$1.69K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24.1M
3
Prudential Financial
Prudential Financial
New Jersey
$0
4
MWM
Merriman Wealth Management
Washington
$0
5
EWM
Executive Wealth Management
Michigan
$203K
Name Holding Trade Value Shares
Change 		Shares
Change %
SRSA
26
S.R. Schill & Associates
Washington
$17.9M -$1.96M -34,224 -10%
FTA
27
Financial & Tax Architects
Missouri
$17.5M +$736K +12,837 +4%
BIP
28
Blueprint Investment Partners
North Carolina
$17.2M -$4.6M -80,322 -21%
RA
29
Rodgers & Associates
Pennsylvania
$17M +$3.35M +58,534 +25%
RIM
30
Rockbridge Investment Management
New York
$15.8M -$2.1M -36,726 -12%
PFA
31
Pure Financial Advisors
California
$12.4M +$857K +14,961 +7%
GT
32
Glenview Trust
Kentucky
$12.3M -$136K -2,377 -1%
TA
33
Tectonic Advisors
Texas
$11.2M +$34.3K +599 +0.3%
BWM
34
Biltmore Wealth Management
Arizona
$11.2M +$89.3K +1,558 +0.8%
EFL
35
ERn Financial LLC
Wisconsin
$10.7M +$256K +4,464 +2%
PFM
36
Phillips Financial Management
Indiana
$10.4M -$2.07M -36,105 -17%
CFS
37
Cannon Financial Strategists
Georgia
$10.3M +$119K +2,073 +1%
Raymond James Financial
38
Raymond James Financial
Florida
$9.91M +$9.91M +172,918 New
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$9.8M +$374K +6,525 +4%
MWM
40
MBE Wealth Management
Wisconsin
$9.79M -$5.08M -88,590 -34%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$9.66M +$1.51M +26,362 +19%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$9.62M +$2.6M +45,305 +37%
QC
43
Quadrature Capital
United Kingdom
$8.91M +$8.91M +155,568 New
Ameriprise
44
Ameriprise
Minnesota
$8.75M +$516K +9,010 +6%
FDS
45
Freedom Day Solutions
Texas
$8.42M +$1.31M +22,942 +19%
Lido Advisors
46
Lido Advisors
California
$8.04M +$1.46M +25,537 +22%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$7.76M +$2.1M +36,581 +37%
AFG
48
Atomi Financial Group
New York
$7.67M +$50.1K +874 +0.7%
CM
49
Cornerstone Management
Georgia
$7.6M -$278K -4,850 -4%
AWM
50
Apollon Wealth Management
South Carolina
$6.96M +$6.1M +106,398 +708%
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