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iShares Core US REIT ETF
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Overview Fund Activity

326 hedge funds and large institutions have $1.47B invested in iShares Core US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 120 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-15
Holders Change %
-4.4%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.16%
New
35
Increased
111
Reduced
120
Closed
43
Calls
$172K
Puts
$619K
Net Calls
-$447K
Net Calls Change
+$9K

Top Buyers

1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$13.7M
2
HFS
Heritage Financial Services
Massachusetts
$35.7M
3
GT
Glenmede Trust
Pennsylvania
$15.2M
4
SAG
SageView Advisory Group
California
$11.1M
5
SLI
Sumitomo Life Insurance
Japan
$11.9M

Top Sellers

1
FA
Fiducient Advisors
Illinois
$9.59M
2
Morgan Stanley
Morgan Stanley
New York
$45.4M
3
Bank of America
Bank of America
North Carolina
$6.68M
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
AA
Advisory Alpha
Michigan
$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
101
Simplicity Wealth
New Jersey
$2M +$2M +37,143 New
ACM
102
AlphaStar Capital Management
North Carolina
$1.99M +$1.99M +37,019 New
CWM
103
CarsonAllaria Wealth Management
Illinois
$1.9M -$45.2K -841 -2%
GB
104
Gunma Bank
Japan
$1.88M – – –
MFT
105
Moisand Fitzgerald Tamayo
Florida
$1.82M -$1.01M -18,813 -36%
CAN
106
Cetera Advisor Networks
California
$1.73M +$964K +17,922 +126%
EH
107
Equitable Holdings
New York
$1.72M +$245K +4,559 +17%
EWA
108
Exencial Wealth Advisors
Oklahoma
$1.68M -$42.4K -788 -2%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$1.67M – – –
CWA
110
Cascade Wealth Advisors
Washington
$1.66M +$1.66M +32,364 New
SWM
111
SigFig Wealth Management
California
$1.63M -$138K -2,707 -8%
RBC
112
Roble Belko & Company
Pennsylvania
$1.51M -$17K -316 -1%
FIM
113
Freedom Investment Management
Connecticut
$1.49M -$112K -2,077 -7%
GIA
114
Goodwin Investment Advisory
Georgia
$1.46M +$124K +2,309 +9%
TWC
115
TD Waterhouse Canada
Ontario, Canada
$1.42M – – –
RFA
116
RTD Financial Advisors
Pennsylvania
$1.41M – – –
BFA
117
Brown Financial Advisory
Alabama
$1.41M -$12.1K -224 -0.8%
AC
118
AWM Capital
Arizona
$1.39M +$915 +17 +0.1%
SFA
119
Source Financial Advisors
New York
$1.36M +$180K +3,338 +15%
SCP
120
Stamos Capital Partners
California
$1.25M -$179K -3,320 -12%
Focus Partners Wealth
121
Focus Partners Wealth
Massachusetts
$1.2M +$482K +8,968 +67%
MWA
122
MFA Wealth Advisors
Pennsylvania
$1.18M +$7.37K +137 +0.6%
AWM
123
AE Wealth Management
Kansas
$1.17M -$820K -15,248 -41%
NW
124
Naviter Wealth
Arkansas
$1.15M -$7.11M -132,123 -86%
SG
125
Sharper & Granite
California
$1.15M -$58.1K -1,113 -5%
3 4
5
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