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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
+$13M
2
HFS
Heritage Financial Services
Massachusetts
+$11.9M
3
GT
Glenmede Trust
Pennsylvania
+$10.8M
4
SAG
SageView Advisory Group
California
+$8.63M
5
SLI
Sumitomo Life Insurance
Japan
+$6.7M

Top Sellers

1
FA
Fiducient Advisors
Illinois
-$33.8M
2
Morgan Stanley
Morgan Stanley
New York
-$33.5M
3
Bank of America
Bank of America
North Carolina
-$29.6M
4
HighTower Advisors
HighTower Advisors
Illinois
-$22M
5
AA
Advisory Alpha
Michigan
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
176
TownSquare Capital
Utah
$562K +$109K +2,024 +24%
CSPIA
177
Cary Street Partners Investment Advisory
Virginia
$557K -$29.4K -546 -5%
RVPG
178
Relative Value Partners Group
$526K – – –
ACA
179
Aptus Capital Advisors
Alabama
$524K +$524K +9,743 New
N
180
Natixis
France
$513K +$29.8K +554 +6%
HAG
181
HF Advisory Group
Maryland
$493K +$25.1K +466 +5%
FWM
182
Fingerlakes Wealth Management
New York
$484K -$29.8K -553 -6%
ITB
183
Idaho Trust Bank
Idaho
$484K +$484K +8,998 New
ADL
184
Asset Dedication LLC
California
$478K +$12.1K +225 +3%
Pathstone Holdings
185
Pathstone Holdings
New Jersey
$453K -$48K -892 -10%
MA
186
MAS Advisors
Florida
$450K – – –
MW
187
MBL Wealth
North Carolina
$448K – – –
RWM
188
Ritholtz Wealth Management
New York
$442K -$144K -2,673 -25%
Stifel Financial
189
Stifel Financial
Missouri
$431K -$37.4K -695 -8%
EWA
190
EP Wealth Advisors
California
$426K -$488K -9,077 -53%
FFP
191
FourThought Financial Partners
Florida
$419K -$14.5K -269 -3%
ASN
192
Advisory Services Network
Georgia
$405K -$1.08M -20,067 -73%
IAIM
193
International Assets Investment Management
Florida
$392K -$24.6K -466 -6%
Betterment LLC
194
Betterment LLC
New York
$389K -$7.32K -136 -2%
RSA
195
River Street Advisors
Illinois
$382K +$27.1K +503 +8%
RW
196
REDW Wealth
New Mexico
$378K -$118K -2,199 -24%
LWMNY
197
Landmark Wealth Management (New York)
New York
$377K +$18.8K +350 +5%
FAM
198
Forte Asset Management
New York
$376K – – –
YIA
199
YHB Investment Advisors
Connecticut
$375K +$159K +2,948 +73%
AWA
200
Aletheian Wealth Advisors
Washington
$375K -$54 -1 -0%
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