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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 %
EIG
51
Ellenbecker Investment Group
Wisconsin
$6.83M -$3.43M -59,897 -33%
Legacy Financial Group (Iowa)
52
Legacy Financial Group (Iowa)
Iowa
$6.82M -$192K -3,342 -3%
SERBOO
53
School Employees Retirement Board of Ohio
Ohio
$6.46M – – –
MFGP
54
Marshall Financial Group (Pennsylvania)
Pennsylvania
$6.16M -$253K -4,415 -4%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$6.12M -$355K -6,195 -5%
SLI
56
Sumitomo Life Insurance
Japan
$6.03M +$3.82M +66,600 +172%
CPCM
57
Cornerstone Partners Capital Management
Virginia
$5.56M – – –
Mariner
58
Mariner
Kansas
$5.52M +$18.3K +320 +0.3%
TFA
59
TPG Financial Advisors
Oregon
$5.5M +$169K +2,943 +3%
AAS
60
Avantax Advisory Services
Texas
$5.47M +$5.06M +88,231 +1,236%
PFM
61
Peak Financial Management
Massachusetts
$5.25M +$46.3K +808 +0.9%
Creative Planning
62
Creative Planning
Kansas
$5.19M -$145K -2,523 -3%
FEG
63
Fund Evaluation Group
Ohio
$5.06M – – –
MWM
64
Modern Wealth Management
Kansas
$5.02M -$434K -7,566 -8%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$4.96M +$1.99M +34,761 +67%
TDWM
66
Topel & Distasi Wealth Management
California
$4.66M +$37.3K +651 +0.8%
CWM
67
Congress Wealth Management
Massachusetts
$4.53M +$178K +3,113 +4%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$4.46M +$68.1K +1,188 +2%
VWA
69
Visionary Wealth Advisors
Illinois
$4.12M -$22.4K -391 -0.5%
Wells Fargo
70
Wells Fargo
California
$3.87M +$305K +5,329 +9%
SPWM
71
Spartan Planning & Wealth Management
North Carolina
$3.84M +$3.84M +66,928 New
PP
72
Prosperity Planning
Missouri
$3.81M +$40.5K +707 +1%
SAS
73
SMI Advisory Services
Indiana
$3.69M -$3.7M -66,239 -50%
PPW
74
Presilium Private Wealth
Pennsylvania
$3.64M -$2.92K -51 -0.1%
WA
75
Waverly Advisors
Alabama
$3.6M -$50K -873 -1%
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