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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 %
ADL
176
Asset Dedication LLC
California
$707K +$2.02K +35 +0.3%
MML Investors Services
177
MML Investors Services
Massachusetts
$706K -$300K -5,203 -30%
GIA
178
Gladstone Institutional Advisory
Florida
$698K +$147K +2,550 +27%
JCM
179
J2 Capital Management
Michigan
$683K +$683K +11,851 New
HSG
180
Helen Stephens Group
Texas
$655K -$3.51K -61 -0.5%
W
181
WealthCollab
Washington
$645K +$34.5K +599 +6%
IA
182
Insight Advisors
Pennsylvania
$639K -$19.6K -341 -3%
BJL
183
Brighton Jones LLC
Washington
$637K -$26.8K -466 -4%
CB
184
Commerce Bank
Missouri
$630K +$630K +10,929 New
FFA
185
Fi3 Financial Advisors
Indiana
$628K -$251K -4,365 -29%
WANY
186
Wealthspire Advisors (New York)
New York
$609K +$305K +5,290 +100%
IIA
187
IPG Investment Advisors
California
$597K +$50.3K +874 +9%
FMWA
188
Forvis Mazars Wealth Advisors
Missouri
$595K -$499K -8,660 -46%
Comerica Bank
189
Comerica Bank
Texas
$588K -$236K -4,094 -29%
BWA
190
Beam Wealth Advisors
Louisiana
$588K -$42.9K -745 -7%
Stifel Financial
191
Stifel Financial
Missouri
$583K +$58.1K +1,009 +11%
FFA
192
Farther Finance Advisors
California
$581K +$579K +10,056 +27,178%
MGIA
193
Matthew Goff Investment Advisor
Texas
$581K +$581K +10,088 New
Betterment LLC
194
Betterment LLC
New York
$576K +$22.7K +394 +4%
YIA
195
YHB Investment Advisors
Connecticut
$576K +$26.4K +459 +5%
AWS
196
Atria Wealth Solutions
New York
$575K -$23.7K -412 -4%
RFN
197
RDA Financial Network
Iowa
$573K -$36.7K -638 -6%
CSP
198
Cary Street Partners
Virginia
$563K – – –
NWM
199
Napa Wealth Management
California
$563K +$563K +9,767 New
NL
200
NWAM LLC
Washington
$560K -$230K -3,992 -29%
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