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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 %
PP
76
Prosperity Planning
Missouri
$3.46M +$120K +2,248 +4%
WA
77
Waverly Advisors
Alabama
$3.43M -$220K -4,101 -6%
FHB
78
First Hawaiian Bank
Hawaii
$3.29M – – –
WCM
79
Windsor Capital Management
Arizona
$3.17M +$215K +4,005 +7%
BA
80
Bellwether Advisors
Nebraska
$3.06M -$2.73K -51 -0.1%
Wells Fargo
81
Wells Fargo
California
$3.05M +$48.3K +901 +2%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$2.9M -$1.21M -22,631 -30%
DWM
83
Dogwood Wealth Management
Kansas
$2.73M +$50.5K +943 +2%
USCWA
84
U.S. Capital Wealth Advisors
Texas
$2.68M -$612K -11,428 -19%
MNBTD
85
Moody National Bank Trust Division
Texas
$2.64M +$257K +4,803 +11%
MGIA
86
Moneta Group Investment Advisors
Missouri
$2.61M -$191K -3,563 -7%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$2.58M +$1.35M +24,685 +111%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$2.37M -$79.1K -1,477 -3%
NWM
89
Napa Wealth Management
California
$2.36M +$2.36M +44,021 New
NW
90
Naviter Wealth
Arkansas
$2.35M +$1.21M +22,574 +106%
ACM
91
AlphaStar Capital Management
North Carolina
$2.35M +$363K +6,769 +18%
PCM
92
Piedmont Capital Management
Montana
$2.33M – – –
IG
93
ING Group
Netherlands
$2.31M +$2.31M +43,100 New
Goldman Sachs
94
Goldman Sachs
New York
$2.26M -$1.71M -31,941 -43%
SAM
95
Securian Asset Management
Minnesota
$2.19M – – –
BEC
96
Blue Edge Capital
Virginia
$2.18M +$7.07K +132 +0.3%
SAS
97
SMI Advisory Services
Indiana
$2.17M -$3.86M -72,011 -64%
IWN
98
Independent Wealth Network
Iowa
$2.16M -$83.3K -1,556 -4%
CWA
99
Cascade Wealth Advisors
Washington
$2.13M +$325K +5,847 +18%
AA
100
Advisory Alpha
Michigan
$2.05M -$65.3K -1,217 -3%
2 3
4
5 6