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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 %
SLI
76
Sumitomo Life Insurance
Japan
$4.28M -$1.79M -31,000 -29%
VWA
77
Visionary Wealth Advisors
Illinois
$4.21M +$65.9K +1,144 +2%
Raymond James Financial
78
Raymond James Financial
Florida
$3.89M -$6.07M -105,383 -61%
PP
79
Prosperity Planning
Missouri
$3.82M -$6.74K -117 -0.2%
WA
80
Waverly Advisors
Alabama
$3.51M -$108K -1,879 -3%
SPWM
81
Spartan Planning & Wealth Management
North Carolina
$3.46M -$394K -6,837 -10%
CPA
82
Capital Performance Advisors
California
$3.41M +$3.41M +59,137 New
WCM
83
Windsor Capital Management
Arizona
$3.36M +$41.2K +716 +1%
CAM
84
Congress Asset Management
Massachusetts
$3.05M -$42.2K -732 -1%
USCWA
85
U.S. Capital Wealth Advisors
Texas
$3M +$147K +2,557 +5%
EF
86
Envision Financial
Wisconsin
$2.84M +$1.41M +24,452 +99%
DWM
87
Dogwood Wealth Management
Kansas
$2.55M -$80.3K -1,394 -3%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$2.53M -$351K -6,100 -12%
IWN
89
Independent Wealth Network
Iowa
$2.5M +$55.8K +969 +2%
Goldman Sachs
90
Goldman Sachs
New York
$2.47M +$5.07K +88 +0.2%
EIG
91
Ellenbecker Investment Group
Wisconsin
$2.42M -$4.45M -77,253 -65%
BMD
92
Better Money Decisions
New Mexico
$2.39M +$2.39M +41,510 New
CFD
93
Creative Financial Designs
Indiana
$2.38M +$103K +1,782 +5%
WCM
94
WealthTrak Capital Management
Virginia
$2.34M +$40K +695 +2%
NW
95
Naviter Wealth
Arkansas
$2.3M +$482K +8,450 +26%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$2.29M +$174K +3,050 +8%
SAM
97
Securian Asset Management
Minnesota
$2.23M – – –
State Street
98
State Street
Massachusetts
$2.17M -$242K -4,200 -10%
MGIA
99
Moneta Group Investment Advisors
Missouri
$2.13M -$74.6K -1,295 -3%
BEC
100
Blue Edge Capital
Virginia
$2.12M -$119K -2,073 -5%
2 3
4
5 6