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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 %
Renaissance Technologies
151
Renaissance Technologies
New York
$997K +$997K +17,400 New
RA
152
RFG Advisory
Alabama
$988K +$198K +3,456 +25%
IIC
153
Integrated Investment Consultants
Michigan
$915K – – –
MFT
154
Moisand Fitzgerald Tamayo
Florida
$897K -$119K -2,084 -12%
MCM
155
MAI Capital Management
Ohio
$892K +$3.67K +64 +0.4%
SWP
156
Stratos Wealth Partners
Ohio
$879K +$13.6K +237 +2%
FFA
157
Fi3 Financial Advisors
Indiana
$875K +$2.52K +44 +0.3%
PWA
158
Peterson Wealth Advisors
Utah
$856K -$173K -3,010 -17%
1IA
159
1834 Investment Advisors
Wisconsin
$853K – – –
RFG
160
Range Financial Group
Oregon
$853K +$853K +14,877 New
MUAMU
161
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$837K -$68.8K -1,200 -8%
Comerica Bank
162
Comerica Bank
Texas
$819K +$212K +3,706 +35%
Kovitz Investment Group Partners
163
Kovitz Investment Group Partners
Illinois
$793K -$86.1K -1,502 -10%
RSA
164
River Street Advisors
Illinois
$792K +$29.3K +511 +4%
NL
165
NWAM LLC
Washington
$786K -$108K -1,880 -12%
GSIS
166
Global Strategic Investment Solutions
Arizona
$785K -$252K -4,393 -24%
SS
167
Sunbelt Securities
Texas
$783K +$340 +6 +0%
MMA
168
Miracle Mile Advisors
California
$775K -$776K -13,536 -50%
EIP
169
Ellis Investment Partners
Pennsylvania
$713K -$23.2K -404 -3%
Brown Advisory
170
Brown Advisory
Maryland
$709K – – –
CCM
171
Coldstream Capital Management
Washington
$706K – – –
ADL
172
Asset Dedication LLC
California
$702K -$62.5K -1,090 -8%
HF
173
HRT Financial
New York
$675K +$675K +11,788 New
IPW
174
Intergy Private Wealth
Colorado
$673K +$74.9K +1,307 +13%
BJL
175
Brighton Jones LLC
Washington
$660K +$660K +11,518 New
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7
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