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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 %
AF
126
Allworth Financial
California
$1.14M +$45.5K +805 +4%
CL
127
COWA LLC
Oklahoma
$1.11M -$31K -579 -3%
IWC
128
Integrated Wealth Concepts
Massachusetts
$1.05M +$476K +8,878 +83%
BCI
129
Brinker Capital Investments
Pennsylvania
$1.05M +$214 +4 +0%
OPS
130
Orion Portfolio Solutions
Nebraska
$1.05M +$214 +4 +0%
PWA
131
Peterson Wealth Advisors
Utah
$1.01M -$100K -1,871 -9%
APP
132
Avantax Planning Partners
Iowa
$1.01M -$2.46M -45,995 -71%
HAS
133
HBW Advisory Services
California
$1.01M +$94.1K +1,756 +10%
MFT
134
Moisand Fitzgerald Tamayo
Florida
$979K -$836K -15,603 -46%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$975K +$975K +18,197 New
GSIS
136
Global Strategic Investment Solutions
Arizona
$969K – – –
SFP
137
Strategic Financial Planning
Texas
$967K +$13K +242 +1%
ACA
138
Aptus Capital Advisors
Alabama
$957K +$435K +8,117 +83%
FFA
139
Fi3 Financial Advisors
Indiana
$882K -$77.2K -1,441 -8%
IIC
140
Integrated Investment Consultants
Michigan
$882K – – –
MCM
141
MAI Capital Management
Ohio
$872K +$6.27K +117 +0.7%
AWM
142
Apollon Wealth Management
South Carolina
$816K -$37.4K -698 -4%
CA
143
CGN Advisors
Kansas
$816K -$157K -2,931 -16%
WKWM
144
Walter & Keenan Wealth Management
Indiana
$804K -$42.9K -801 -5%
1IA
145
1834 Investment Advisors
Wisconsin
$797K -$104K -1,934 -12%
RFG
146
Range Financial Group
Oregon
$795K +$16.6K +309 +2%
MUAMU
147
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$782K – – –
PCS
148
Private Client Services
Kentucky
$739K +$22.3K +417 +3%
ADL
149
Asset Dedication LLC
California
$735K +$258K +4,808 +54%
Jones Financial Companies
150
Jones Financial Companies
Missouri
$720K +$361K +6,744 +101%
4 5
6
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