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iShares Core US REIT ETF
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Overview Fund Activity

316 hedge funds and large institutions have $1.67B invested in iShares Core US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 122 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-10
Holders Change %
-3.07%
% of All Funds
4.6%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
28
Increased
122
Reduced
104
Closed
36
Calls
$80K
Puts
–
Net Calls
+$80K
Net Calls Change
+$527K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$135M
2
GT
Glenmede Trust
Pennsylvania
+$76.9M
3
HighTower Advisors
HighTower Advisors
Illinois
+$21.5M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$20.6M
5
US Bancorp
US Bancorp
Minnesota
+$16.2M

Top Sellers

1
FTA
Financial & Tax Architects
Missouri
-$18M
2
BIP
Blueprint Investment Partners
North Carolina
-$11.9M
3
SAG
SageView Advisory Group
California
-$11.1M
4
HHGA
Halbert Hargrove Global Advisors
California
-$9.91M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$6.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWC
201
Spectrum Wealth Counsel
Indiana
$357K – – –
Envestnet Portfolio Solutions
202
Envestnet Portfolio Solutions
Illinois
$350K -$315K -5,887 -47%
VAF
203
Values Added Financial
District of Columbia
$339K +$43K +803 +15%
FAM
204
Forte Asset Management
New York
$325K -$49.5K -925 -13%
VWA
205
VERITY Wealth Advisors
United States
$321K – – –
KFC
206
Klingenstein Fields & Co
New York
$314K – – –
FM
207
Foster & Motley
Ohio
$308K -$18.6K -347 -6%
MGW
208
MB Generational Wealth
Washington
$306K +$306K +5,706 New
ODIJL
209
One Day In July LLC
Vermont
$301K -$24.7K -462 -8%
WFP
210
Wrenne Financial Planning
Kentucky
$289K +$3.48K +65 +1%
SF
211
Synovus Financial
Georgia
$288K -$20K -373 -6%
RWM
212
Ritholtz Wealth Management
New York
$287K -$153K -2,856 -35%
OWA
213
ORBA Wealth Advisors
Illinois
$281K -$9.59K -179 -3%
SBIA
214
Sheaff Brock Investment Advisors
Indiana
$273K – – –
BA
215
Bristlecone Advisors
Washington
$268K – – –
LWM
216
Laidlaw Wealth Management
New York
$265K -$1.13K -21 -0.4%
HCP
217
Hexagon Capital Partners
Arkansas
$262K +$65.1K +1,216 +33%
ULWM
218
Upper Left Wealth Management
Florida
$261K -$321 -6 -0.1%
FWM
219
Fonville Wealth Management
Virginia
$257K +$5.09K +95 +2%
PAM
220
PVG Asset Management
Colorado
$257K +$257K +4,792 New
FPAS
221
Focus Partners Advisor Solutions
Missouri
$254K -$750 -14 -0.3%
CPWM
222
Cypress Point Wealth Management
Texas
$248K – – –
EWA
223
EP Wealth Advisors
California
$242K -$181K -3,382 -43%
SWM
224
Seaside Wealth Management
California
$240K – – –
SFA
225
Sequoia Financial Advisors
Ohio
$239K -$429 -8 -0.2%
7 8
9
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