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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 %
Creative Planning
51
Creative Planning
Kansas
$8.32M +$3.11M +53,974 +60%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$7.78M -$1.93M -33,437 -20%
BFA
53
Blueprint Financial Advisors
North Carolina
$7.21M +$7.21M +125,099 New
CM
54
Cornerstone Management
Georgia
$7.13M -$505K -8,776 -7%
QC
55
Quadrature Capital
United Kingdom
$7.03M -$1.93M -33,475 -22%
AWM
56
Avior Wealth Management
Nebraska
$6.86M +$6.73M +116,783 +5,078%
Legacy Financial Group (Iowa)
57
Legacy Financial Group (Iowa)
Iowa
$6.72M -$140K -2,428 -2%
Citadel Advisors
58
Citadel Advisors
Florida
$6.51M +$2.99M +51,947 +85%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$6.27M +$116K +2,006 +2%
Mariner
60
Mariner
Kansas
$5.84M +$291K +5,048 +5%
DCM
61
Disciplina Capital Management
Tennessee
$5.7M +$5.7M +99,019 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$5.63M +$644K +11,175 +13%
CA
63
CoreCap Advisors
Michigan
$5.62M +$2.94M +51,064 +110%
CPCM
64
Cornerstone Partners Capital Management
Virginia
$5.59M – – –
TFA
65
TPG Financial Advisors
Oregon
$5.48M -$41.7K -724 -0.8%
PFM
66
Peak Financial Management
Massachusetts
$5.37M +$96.3K +1,671 +2%
MWM
67
Modern Wealth Management
Kansas
$4.93M -$121K -2,094 -2%
AA
68
Armis Advisers
Georgia
$4.75M +$4.75M +84,951 New
TDWM
69
Topel & Distasi Wealth Management
California
$4.72M +$32.7K +567 +0.7%
Wells Fargo
70
Wells Fargo
California
$4.7M +$816K +14,158 +21%
FEG
71
Fund Evaluation Group
Ohio
$4.68M -$402K -6,983 -8%
CWM
72
Congress Wealth Management
Massachusetts
$4.55M -$4.78K -83 -0.1%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$4.4M -$81.2K -1,409 -2%
MNBTD
74
Moody National Bank Trust Division
Texas
$4.38M +$1.54M +26,734 +54%
RWM
75
Rialto Wealth Management
New York
$4.35M +$890K +15,459 +26%
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