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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 %
EH
101
Equitable Holdings
New York
$2.02M -$10.3K -180 -0.5%
SCP
102
Stamos Capital Partners
California
$2.01M +$854K +14,910 +74%
KBFS
103
Kohmann Bosshard Financial Services
Ohio
$1.97M -$92.5K -1,614 -4%
CWM
104
CarsonAllaria Wealth Management
Illinois
$1.89M -$13.5K -236 -0.7%
NW
105
Naviter Wealth
Arkansas
$1.83M +$1.24M +21,559 +209%
AC
106
AWM Capital
Arizona
$1.83M -$36.3K -633 -2%
TKP
107
Tallon Kerry Patrick
$1.78M +$1.78M +31,274 New
PRTG
108
Post Resch Tallon Group
New York
$1.78M +$1.78M +31,274 New
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$1.74M – – –
Truist Financial
110
Truist Financial
North Carolina
$1.74M +$999K +17,429 +136%
KFGG
111
Keystone Financial Group (Georgia)
Georgia
$1.71M +$1.71M +29,836 New
TWC
112
TD Waterhouse Canada
Ontario, Canada
$1.64M +$87.7K +1,531 +6%
Sumitomo Mitsui Trust Group
113
Sumitomo Mitsui Trust Group
Japan
$1.64M +$784K +13,683 +91%
SC
114
Savant Capital
Illinois
$1.62M +$1.62M +28,298 New
RBC
115
Roble Belko & Company
Pennsylvania
$1.62M +$917 +16 +0.1%
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$1.55M +$115K +2,015 +8%
SG
117
Sharper & Granite
California
$1.54M +$188K +3,274 +14%
AWM
118
AE Wealth Management
Kansas
$1.53M +$203K +3,547 +15%
Focus Partners Wealth
119
Focus Partners Wealth
Massachusetts
$1.51M +$541K +9,441 +56%
GIA
120
Goodwin Investment Advisory
Georgia
$1.49M -$39.8K -694 -3%
Jane Street
121
Jane Street
New York
$1.48M -$240K -4,194 -14%
FIM
122
Freedom Investment Management
Connecticut
$1.45M -$61.5K -1,073 -4%
EF
123
Envision Financial
Wisconsin
$1.42M +$1.42M +24,816 New
MFA
124
Millington Financial Advisors
Illinois
$1.41M +$569K +9,860 +68%
Bank of Nova Scotia
125
Bank of Nova Scotia
Ontario, Canada
$1.4M -$2.09M -36,384 -60%
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5
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