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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 %
PFG
126
Prospect Financial Group
Virginia
$1.33M +$181K +3,145 +16%
SWM
127
SigFig Wealth Management
California
$1.32M -$48.9K -941 -4%
SFG
128
Shum Financial Group
California
$1.27M +$864 +15 +0.1%
MWA
129
MFA Wealth Advisors
Pennsylvania
$1.24M -$8.12K -141 -0.7%
AF
130
Apollon Financial
South Carolina
$1.22M +$1.22M +21,116 New
FIM
131
Freedom Investment Management
Connecticut
$1.21M -$255K -4,431 -17%
CWA
132
Cascade Wealth Advisors
Washington
$1.21M -$1.12M -20,711 -48%
GS
133
GWN Securities
Florida
$1.19M +$1.19M +21,233 New
Neuberger Berman Group
134
Neuberger Berman Group
New York
$1.15M – – –
HHGA
135
Halbert Hargrove Global Advisors
California
$1.14M -$30.6K -531 -3%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$1.13M +$99.5K +1,726 +10%
AF
137
Allworth Financial
California
$1.13M +$443 +8 +0%
HAS
138
HBW Advisory Services
California
$1.1M -$461 -8 -0%
Renaissance Technologies
139
Renaissance Technologies
New York
$1.09M +$92.2K +1,600 +9%
WMWM
140
Wilkins Miller Wealth Management
Alabama
$1.09M +$1.09M +18,964 New
IWC
141
Integrated Wealth Concepts
Massachusetts
$1.08M -$264K -4,584 -20%
PWA
142
Peterson Wealth Advisors
Utah
$1.06M +$292K +5,678 +38%
KCAM
143
Kagan Cocozza Asset Management
New Jersey
$1.06M -$4.72K -82 -0.4%
IJWM
144
Inman Jager Wealth Management
Mississippi
$1.05M +$42.5K +737 +4%
Q1WB
145
Quest 10 Wealth Builders
Virginia
$1.04M -$39.6K -678 -4%
WKWM
146
Walter & Keenan Wealth Management
Indiana
$1.04M +$2.02K +35 +0.2%
SFP
147
Strategic Financial Planning
Texas
$1.02M +$58 +1 +0%
PCS
148
Private Client Services
Kentucky
$998K +$433K +7,509 +77%
VA
149
VestGen Advisors
Illinois
$994K +$994K +17,256 New
PCIA
150
Prime Capital Investment Advisors
Kansas
$983K -$20.7M -359,870 -95%
4 5
6
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