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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 %
SI
26
Stephens Inc
Arkansas
$18.3M -$295K -5,130 -2%
BIP
27
Blueprint Investment Partners
North Carolina
$18.2M +$946K +16,415 +5%
FTA
28
Financial & Tax Architects
Missouri
$17.8M +$232K +4,026 +1%
PCH
29
PGIM Custom Harvest
New Jersey
$17.8M -$677K -11,757 -4%
RIM
30
Rockbridge Investment Management
New York
$16M +$151K +2,623 +1%
SRSA
31
S.R. Schill & Associates
Washington
$15.9M -$2.1M -36,380 -12%
Osaic Holdings
32
Osaic Holdings
Arizona
$15.1M -$6.79M -117,871 -31%
MLFP
33
MPS Loria Financial Planners
Illinois
$14.3M +$14.3M +247,795 New
KIM
34
Kestra Investment Management
Texas
$13M +$13M +226,006 +753,353%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$12.8M -$5.24M -90,993 -29%
GT
36
Glenview Trust
Kentucky
$12.5M +$190K +3,292 +2%
Lido Advisors
37
Lido Advisors
California
$12M +$3.93M +68,250 +49%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$11.9M +$2.22M +38,591 +23%
PFA
39
Pure Financial Advisors
California
$11.9M -$602K -10,457 -5%
BWM
40
Biltmore Wealth Management
Arizona
$11.3M +$12.3K +214 +0.1%
TA
41
Tectonic Advisors
Texas
$11.2M – – –
CFS
42
Cannon Financial Strategists
Georgia
$10.5M +$124K +2,156 +1%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$10.4M +$561K +9,734 +6%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$10.1M +$2.31M +40,073 +30%
Ameriprise
45
Ameriprise
Minnesota
$10.1M +$1.28M +22,204 +15%
PFM
46
Phillips Financial Management
Indiana
$9.95M -$532K -9,232 -5%
EFL
47
ERn Financial LLC
Wisconsin
$9.84M -$879K -15,268 -8%
AI
48
AXS Investments
New York
$9.12M +$9.12M +158,291 New
FDS
49
Freedom Day Solutions
Texas
$8.87M +$405K +7,033 +5%
AFG
50
Atomi Financial Group
New York
$8.36M +$647K +11,231 +8%
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