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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
+$83M
2
Bank of America
Bank of America
North Carolina
+$44.7M
3
LPL Financial
LPL Financial
California
+$32.2M
4
QC
Quadrature Capital
United Kingdom
+$8.91M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.2M

Top Sellers

1
KIM
Kestra Investment Management
Texas
-$31M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.7M
3
Prudential Financial
Prudential Financial
New Jersey
-$13M
4
MWM
Merriman Wealth Management
Washington
-$6.71M
5
EWM
Executive Wealth Management
Michigan
-$5.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
76
First Hawaiian Bank
Hawaii
$3.52M – – –
Citadel Advisors
77
Citadel Advisors
Florida
$3.5M +$3.29M +57,398 +1,570%
RWM
78
Rialto Wealth Management
New York
$3.44M +$3.44M +60,049 New
WCM
79
Windsor Capital Management
Arizona
$3.31M -$47.5K -828 -1%
Capstone Investment Advisors
80
Capstone Investment Advisors
New York
$3.12M +$3.12M +54,374 New
CAM
81
Congress Asset Management
Massachusetts
$3.07M -$619K -10,797 -17%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$2.87M -$1.02M -17,715 -26%
USCWA
83
U.S. Capital Wealth Advisors
Texas
$2.84M +$92.7K +1,617 +3%
MNBTD
84
Moody National Bank Trust Division
Texas
$2.82M +$26.4K +460 +0.9%
CA
85
CoreCap Advisors
Michigan
$2.66M -$570K -9,946 -18%
DWM
86
Dogwood Wealth Management
Kansas
$2.62M -$40.2K -701 -2%
CWA
87
Cascade Wealth Advisors
Washington
$2.46M +$246K +4,295 +11%
Goldman Sachs
88
Goldman Sachs
New York
$2.45M -$389K -6,786 -14%
IWN
89
Independent Wealth Network
Iowa
$2.43M +$40.4K +705 +2%
State Street
90
State Street
Massachusetts
$2.4M – – –
WCM
91
WealthTrak Capital Management
Virginia
$2.29M +$2.29M +39,911 New
CFD
92
Creative Financial Designs
Indiana
$2.26M +$2.26M +39,492 New
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$2.24M +$1.55M +27,026 +224%
BEC
94
Blue Edge Capital
Virginia
$2.23M -$75.9K -1,325 -3%
SAM
95
Securian Asset Management
Minnesota
$2.22M -$103K -1,800 -4%
SA
96
Sanctuary Advisors
Indiana
$2.2M +$142K +2,442 +7%
MGIA
97
Moneta Group Investment Advisors
Missouri
$2.19M -$218K -3,811 -9%
Jones Financial Companies
98
Jones Financial Companies
Missouri
$2.12M +$846K +14,760 +66%
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$2.07M +$2.07M +36,067 New
CMMS
100
Comprehensive Money Management Services
Florida
$2.04M +$2.04M +35,577 New
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4
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