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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 %
MCM
201
MidAtlantic Capital Management
Virginia
$372K – – –
Janney Montgomery Scott
202
Janney Montgomery Scott
Pennsylvania
$370K +$18.9K +350 +5%
PAS
203
Park Avenue Securities
New York
$367K -$3.02K -56 -0.8%
CB
204
Commerce Bank
Missouri
$365K – – –
Jones Financial Companies
205
Jones Financial Companies
Missouri
$360K +$272K +5,049 +307%
QCIG
206
Quad-Cities Investment Group
Iowa
$359K +$42.9K +798 +14%
SWC
207
Spectrum Wealth Counsel
Indiana
$358K – – –
OBWG
208
Onyx Bridge Wealth Group
New York
$342K -$2.77K -55 -0.8%
FM
209
Foster & Motley
Ohio
$328K +$328K +6,097 New
ODIJL
210
One Day In July LLC
Vermont
$327K -$16.5K -306 -5%
VWA
211
VERITY Wealth Advisors
United States
$323K +$118K +2,199 +58%
KFC
212
Klingenstein Fields & Co
New York
$316K – – –
SF
213
Synovus Financial
Georgia
$310K +$310K +5,759 New
IPW
214
Intergy Private Wealth
Colorado
$308K – – –
DC
215
Destiny Capital
Colorado
$299K +$59.9K +1,114 +25%
VAF
216
Values Added Financial
District of Columbia
$297K -$10.2K -190 -3%
AAS
217
Avantax Advisory Services
Texas
$293K -$1.61M -29,839 -85%
OWA
218
ORBA Wealth Advisors
Illinois
$292K – – –
PFG
219
Prosperity Financial Group
California
$289K +$699 +13 +0.2%
WFP
220
Wrenne Financial Planning
Kentucky
$287K -$422K -7,842 -60%
FCM
221
Family Capital Management
Michigan
$275K -$11.5K -214 -4%
SBIA
222
Sheaff Brock Investment Advisors
Indiana
$274K – – –
Brown Advisory
223
Brown Advisory
Maryland
$269K – – –
BA
224
Bristlecone Advisors
Washington
$269K +$269K +5,000 New
DADC
225
D.A. Davidson & Co
Montana
$269K -$45K -836 -14%
7 8
9
10 11