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iShares Core US REIT ETF
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Overview Fund Activity

368 hedge funds and large institutions have $1.81B invested in iShares Core US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 132 increasing their positions, 109 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+22
Holders Change %
+6.36%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
69
Increased
132
Reduced
109
Closed
42
Calls
$630K
Puts
$11K
Net Calls
+$619K
Net Calls Change
+$552K

Top Buyers

1
BlackRock
BlackRock
New York
+$83M
2
Bank of America
Bank of America
North Carolina
+$44.7M
3
LPL Financial
LPL Financial
California
+$32.2M
4
QC
Quadrature Capital
United Kingdom
+$8.91M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.2M

Top Sellers

1
KIM
Kestra Investment Management
Texas
-$31M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.7M
3
Prudential Financial
Prudential Financial
New Jersey
-$13M
4
MWM
Merriman Wealth Management
Washington
-$6.71M
5
EWM
Executive Wealth Management
Michigan
-$5.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
201
HB Wealth Management
Georgia
$498K -$52.2K -910 -9%
TC
202
TownSquare Capital
Utah
$490K +$2.58K +45 +0.5%
GC
203
Garde Capital
Washington
$486K – – –
PAS
204
Park Avenue Securities
New York
$478K +$478K +8,349 New
MW
205
MBL Wealth
North Carolina
$478K – – –
SAG
206
SageView Advisory Group
California
$454K +$454K +7,917 New
TWP
207
Tyche Wealth Partners
Texas
$451K -$30.7K -535 -6%
FWM
208
Fingerlakes Wealth Management
New York
$438K -$50.5K -881 -10%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$425K -$1.78K -31 -0.4%
QCIG
210
Quad-Cities Investment Group
Iowa
$424K +$48.7K +850 +13%
FFP
211
FourThought Financial Partners
Florida
$419K -$29.9K -522 -7%
PA
212
Parallel Advisors
California
$411K +$186K +3,251 +83%
FPAS
213
Focus Partners Advisor Solutions
Missouri
$399K +$81.3K +1,418 +26%
MCM
214
MidAtlantic Capital Management
Virginia
$397K – – –
OBWG
215
Onyx Bridge Wealth Group
New York
$382K +$2.69K +47 +0.7%
LWMNY
216
Landmark Wealth Management (New York)
New York
$379K +$12.1K +211 +3%
SWC
217
Spectrum Wealth Counsel
Indiana
$378K -$3.73K -65 -1%
Daiwa Securities Group
218
Daiwa Securities Group
Japan
$376K +$114K +1,992 +44%
EGM
219
Engineers Gate Manager
New York
$371K +$371K +6,480 New
ASN
220
Advisory Services Network
Georgia
$370K -$110K -1,927 -23%
IAIM
221
International Assets Investment Management
Florida
$361K +$361K +6,362 New
VWA
222
VERITY Wealth Advisors
United States
$344K – – –
1832 Asset Management
223
1832 Asset Management
Ontario, Canada
$338K +$338K +5,897 New
KFC
224
Klingenstein Fields & Co
New York
$336K – – –
FAM
225
Forte Asset Management
New York
$331K -$16.6K -290 -5%
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