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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 %
MFGP
51
Marshall Financial Group (Pennsylvania)
Pennsylvania
$5.56M +$179K +3,321 +3%
RJA
52
Raymond James & Associates
Florida
$5.51M +$248K +4,602 +5%
CW
53
CIC Wealth
Maryland
$5.46M -$118K -2,189 -2%
MWM
54
Modern Wealth Management
Kansas
$5.41M -$94.5K -1,757 -2%
FDS
55
Freedom Day Solutions
Texas
$5.38M +$238K +4,432 +5%
BWM
56
Biltmore Wealth Management
Arizona
$5.37M – – –
Creative Planning
57
Creative Planning
Kansas
$5.28M -$261K -4,844 -5%
CPCM
58
Cornerstone Partners Capital Management
Virginia
$5.22M – – –
PFM
59
Peak Financial Management
Massachusetts
$4.83M +$231K +4,292 +5%
CWM
60
Congress Wealth Management
Massachusetts
$4.71M -$170K -3,164 -3%
VFPI
61
Vantage Financial Partners (Illinois)
Illinois
$4.57M +$4.57M +84,855 New
TDWM
62
Topel & Distasi Wealth Management
California
$4.53M +$58K +1,078 +1%
PBF
63
Petix & Botte Financial
California
$4.53M +$4.53M +84,249 New
CA
64
Cambridge Associates
Massachusetts
$4.31M – – –
CAM
65
Congress Asset Management
Massachusetts
$4.13M -$158K -2,943 -4%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$4.13M -$5.06M -94,029 -55%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$4.1M +$80K +1,488 +2%
Bank of Nova Scotia
68
Bank of Nova Scotia
Ontario, Canada
$4.06M -$1.43M -26,750 -26%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$4.06M +$21.5K +400 +0.5%
CCMG
70
Clark Capital Management Group
Pennsylvania
$4.01M +$187K +3,480 +5%
Goldman Sachs
71
Goldman Sachs
New York
$3.99M -$3.56M -66,193 -47%
PPW
72
Presilium Private Wealth
Pennsylvania
$3.88M -$157K -2,916 -4%
Mariner
73
Mariner
Kansas
$3.84M +$3.17M +58,897 +470%
VWA
74
Visionary Wealth Advisors
Illinois
$3.75M -$83.7K -1,555 -2%
WA
75
Waverly Advisors
Alabama
$3.67M +$3.67M +68,201 New
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3
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