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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 %
AWS
151
Atria Wealth Solutions
New York
$775K +$128K +2,385 +20%
MFA
152
Millington Financial Advisors
Illinois
$732K -$24.9K -462 -3%
PCS
153
Private Client Services
Kentucky
$720K +$31.5K +585 +5%
CCM
154
Coldstream Capital Management
Washington
$719K – – –
MML Investors Services
155
MML Investors Services
Massachusetts
$706K -$122K -2,273 -15%
PS
156
Principal Securities
Iowa
$696K +$24.6K +457 +4%
Comerica Bank
157
Comerica Bank
Texas
$683K -$110K -2,042 -14%
D.E. Shaw & Co
158
D.E. Shaw & Co
New York
$669K +$669K +12,443 New
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$668K -$146K -2,719 -18%
Truist Financial
160
Truist Financial
North Carolina
$658K -$832K -15,467 -56%
RA
161
RFG Advisory
Alabama
$655K -$830K -15,428 -56%
BWA
162
Beam Wealth Advisors
Louisiana
$640K +$54.1K +1,005 +9%
GC
163
Garde Capital
Washington
$639K – – –
KWM
164
Kingsview Wealth Management
Oregon
$633K -$34.2K -636 -5%
IFAM
165
Institutional & Family Asset Management
Colorado
$630K -$39K -724 -6%
IIA
166
IPG Investment Advisors
California
$606K +$89.3K +1,660 +17%
IA
167
Insight Advisors
Pennsylvania
$600K -$2.96K -55 -0.5%
EIP
168
Ellis Investment Partners
Pennsylvania
$586K +$18.8K +349 +3%
MA
169
Mutual Advisors
Nebraska
$585K -$254K -4,723 -30%
IWC
170
Integrated Wealth Concepts
Massachusetts
$578K +$18.5K +344 +3%
DWM
171
Drive Wealth Management
Utah
$577K -$167K -3,101 -22%
TWP
172
Tyche Wealth Partners
Texas
$576K -$65.4K -1,216 -10%
W
173
WealthCollab
Washington
$573K +$2.74K +51 +0.5%
AAM
174
Aureus Asset Management
Massachusetts
$573K +$573K +10,647 New
Cambridge Investment Research Advisors
175
Cambridge Investment Research Advisors
Iowa
$572K +$27.8K +517 +5%
5 6
7
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