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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 %
CCM
151
Coldstream Capital Management
Washington
$715K – – –
Pathstone Holdings
152
Pathstone Holdings
New Jersey
$713K +$262K +4,887 +58%
Prudential Financial
153
Prudential Financial
New Jersey
$702K -$181K -3,376 -20%
MFA
154
Millington Financial Advisors
Illinois
$699K -$29.7K -555 -4%
Comerica Bank
155
Comerica Bank
Texas
$692K +$11.5K +214 +2%
Truist Financial
156
Truist Financial
North Carolina
$685K +$29.6K +552 +5%
MML Investors Services
157
MML Investors Services
Massachusetts
$682K -$21K -393 -3%
HSG
158
Helen Stephens Group
Texas
$653K -$270K -5,042 -29%
RSA
159
River Street Advisors
Illinois
$648K +$268K +5,002 +70%
RW
160
RVW Wealth
California
$647K -$441K -8,236 -41%
EIP
161
Ellis Investment Partners
Pennsylvania
$646K +$62.5K +1,166 +11%
IFAM
162
Institutional & Family Asset Management
Colorado
$626K -$1.34K -25 -0.2%
IA
163
Insight Advisors
Pennsylvania
$617K +$19.3K +361 +3%
RA
164
RFG Advisory
Alabama
$616K -$36.1K -674 -6%
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
$614K +$44.4K +829 +8%
BWA
166
Beam Wealth Advisors
Louisiana
$608K -$28.7K -535 -4%
MA
167
Mutual Advisors
Nebraska
$594K -$24.8K -436 -4%
SW
168
Simplicity Wealth
New Jersey
$579K -$1.41M -26,331 -71%
BFA
169
Brown Financial Advisory
Alabama
$576K -$824K -15,389 -59%
AAM
170
Aureus Asset Management
Massachusetts
$575K +$4.5K +84 +0.8%
W
171
WealthCollab
Washington
$571K – – –
DWM
172
Drive Wealth Management
Utah
$553K -$21.5K -402 -4%
CSPIA
173
Cary Street Partners Investment Advisory
Virginia
$537K -$17.2K -321 -3%
HAG
174
HF Advisory Group
Maryland
$521K +$29.4K +548 +6%
Betterment LLC
175
Betterment LLC
New York
$520K +$133K +2,479 +34%
5 6
7
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