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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 %
RJA
51
Raymond James & Associates
Florida
$6.41M +$924K +17,257 +17%
FDS
52
Freedom Day Solutions
Texas
$6.18M +$822K +15,346 +15%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$6.06M -$421K -7,856 -6%
MWM
54
Merriman Wealth Management
Washington
$6.05M +$6.05M +112,890 New
MFGP
55
Marshall Financial Group (Pennsylvania)
Pennsylvania
$5.94M +$410K +7,657 +7%
Lido Advisors
56
Lido Advisors
California
$5.93M -$307K -5,735 -5%
AFG
57
Atomi Financial Group
New York
$5.87M +$3.53M +65,926 +151%
CW
58
CIC Wealth
Maryland
$5.64M +$210K +3,926 +4%
MWM
59
Modern Wealth Management
Kansas
$5.26M -$120K -2,236 -2%
Creative Planning
60
Creative Planning
Kansas
$5.25M -$1.88K -35 -0%
CPCM
61
Cornerstone Partners Capital Management
Virginia
$5.2M – – –
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$5.19M +$2.23M +41,637 +75%
Mariner
63
Mariner
Kansas
$5.18M +$1.35M +25,192 +35%
PFM
64
Peak Financial Management
Massachusetts
$4.86M +$54.6K +1,020 +1%
FEG
65
Fund Evaluation Group
Ohio
$4.73M -$1M -18,727 -17%
TDWM
66
Topel & Distasi Wealth Management
California
$4.57M +$53.4K +997 +1%
CWM
67
Congress Wealth Management
Massachusetts
$4.42M -$269K -5,016 -6%
Bank of Nova Scotia
68
Bank of Nova Scotia
Ontario, Canada
$4.42M +$338K +6,310 +8%
CA
69
Cambridge Associates
Massachusetts
$4.29M – – –
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$4.06M +$25.4K +474 +0.6%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$4.02M -$7.72K -146 -0.2%
VWA
72
Visionary Wealth Advisors
Illinois
$3.89M +$159K +2,970 +4%
CAM
73
Congress Asset Management
Massachusetts
$3.83M -$280K -5,227 -7%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$3.57M +$3.57M +66,706 New
PPW
75
Presilium Private Wealth
Pennsylvania
$3.46M -$397K -7,403 -10%
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