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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 %
ACA
151
Aptus Capital Advisors
Alabama
$933K -$271K -4,706 -23%
IIC
152
Integrated Investment Consultants
Michigan
$920K – – –
SWP
153
Stratos Wealth Partners
Ohio
$898K +$14.4K +250 +2%
MFT
154
Moisand Fitzgerald Tamayo
Florida
$881K -$20.5K -356 -2%
RFG
155
Range Financial Group
Oregon
$863K +$6.22K +108 +0.7%
1IA
156
1834 Investment Advisors
Wisconsin
$857K – – –
Sumitomo Mitsui Trust Group
157
Sumitomo Mitsui Trust Group
Japan
$843K -$806K -14,001 -49%
FPAS
158
Focus Partners Advisor Solutions
Missouri
$843K +$442K +7,680 +110%
MMA
159
Miracle Mile Advisors
California
$835K +$55.6K +965 +7%
MCM
160
MAI Capital Management
Ohio
$819K -$77.1K -1,339 -9%
RSA
161
River Street Advisors
Illinois
$800K +$3.92K +68 +0.5%
Truist Financial
162
Truist Financial
North Carolina
$799K -$946K -16,427 -54%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$791K +$791K +13,738 New
SS
164
Sunbelt Securities
Texas
$790K -$6.05K -105 -0.8%
GSIS
165
Global Strategic Investment Solutions
Arizona
$789K – – –
IPW
166
Intergy Private Wealth
Colorado
$773K +$97.4K +1,691 +14%
AAS
167
Avantax Advisory Services
Texas
$765K -$4.73M -82,087 -86%
DC
168
Destiny Capital
Colorado
$752K +$102K +1,772 +16%
AAM
169
Aureus Asset Management
Massachusetts
$752K +$144K +2,497 +24%
Kovitz Investment Group Partners
170
Kovitz Investment Group Partners
Illinois
$751K -$45.7K -793 -6%
TFM
171
Trademark Financial Management
Minnesota
$745K +$99.3K +1,724 +15%
EIP
172
Ellis Investment Partners
Pennsylvania
$730K +$13.2K +229 +2%
MWM
173
MBE Wealth Management
Wisconsin
$716K -$9.12M -158,322 -93%
Brown Advisory
174
Brown Advisory
Maryland
$712K – – –
CCM
175
Coldstream Capital Management
Washington
$710K – – –
5 6
7
8 9