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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 %
OPS
126
Orion Portfolio Solutions
Nebraska
$1.38M +$263K +4,586 +23%
BCI
127
Brinker Capital Investments
Pennsylvania
$1.38M +$263K +4,586 +23%
SWM
128
SigFig Wealth Management
California
$1.37M -$185K -3,536 -12%
IWC
129
Integrated Wealth Concepts
Massachusetts
$1.34M +$185K +3,221 +16%
EWA
130
Exencial Wealth Advisors
Oklahoma
$1.34M -$25.5K -445 -2%
SFG
131
Shum Financial Group
California
$1.26M -$11.7K -204 -0.9%
VT
132
Vise Technologies
New York
$1.24M +$65.3K +1,139 +6%
MWA
133
MFA Wealth Advisors
Pennsylvania
$1.24M -$26.9K -470 -2%
ACA
134
Aptus Capital Advisors
Alabama
$1.2M +$160K +2,794 +15%
AF
135
Allworth Financial
California
$1.17M -$33.4K -582 -3%
HHGA
136
Halbert Hargrove Global Advisors
California
$1.16M -$181K -3,151 -13%
BDWCC
137
B&D White Capital Company
Texas
$1.15M -$139K -2,427 -11%
PFG
138
Prospect Financial Group
Virginia
$1.15M +$1.15M +20,004 New
Neuberger Berman Group
139
Neuberger Berman Group
New York
$1.15M +$1.15M +20,000 New
SW
140
Simplicity Wealth
New Jersey
$1.11M +$5.96K +104 +0.5%
HAS
141
HBW Advisory Services
California
$1.09M +$26.2K +457 +2%
FMWA
142
Forvis Mazars Wealth Advisors
Missouri
$1.09M -$1.34M -23,350 -55%
AFG
143
Albion Financial Group
Utah
$1.08M +$1.07M +18,701 +11,198%
Q1WB
144
Quest 10 Wealth Builders
Virginia
$1.06M +$1.06M +18,555 New
KCAM
145
Kagan Cocozza Asset Management
New Jersey
$1.06M +$1.06M +18,409 New
WKWM
146
Walter & Keenan Wealth Management
Indiana
$1.03M +$74.7K +1,303 +8%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$1.03M +$83.7K +1,460 +9%
SFP
148
Strategic Financial Planning
Texas
$1.02M -$2.29K -40 -0.2%
IJWM
149
Inman Jager Wealth Management
Mississippi
$1.01M +$1.01M +17,555 New
MML Investors Services
150
MML Investors Services
Massachusetts
$1M +$374K +6,519 +60%
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6
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