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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 %
MA
201
Mutual Advisors
Nebraska
$556K -$8.14K -147 -1%
N
202
Natixis
France
$545K +$57 +1 +0%
CA
203
CGN Advisors
Kansas
$538K -$55.6K -966 -9%
HWM
204
HB Wealth Management
Georgia
$526K +$26K +451 +5%
PA
205
Parallel Advisors
California
$515K +$102K +1,763 +25%
PS
206
Principal Securities
Iowa
$515K – – –
HAG
207
HF Advisory Group
Maryland
$511K -$16.8K -291 -3%
TC
208
TownSquare Capital
Utah
$510K +$17.7K +307 +4%
GC
209
Garde Capital
Washington
$488K – – –
TWP
210
Tyche Wealth Partners
Texas
$485K +$31.2K +541 +7%
FWP
211
Family Wealth Partners
North Carolina
$481K +$266K +4,619 +124%
MW
212
MBL Wealth
North Carolina
$480K – – –
BDWCC
213
B&D White Capital Company
Texas
$479K -$681K -11,826 -59%
SWM
214
SFG Wealth Management
Maryland
$454K +$236K +4,106 +109%
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$446K +$18.8K +326 +4%
BFA
216
Brown Financial Advisory
Alabama
$445K -$65.4K -1,136 -13%
Fidelity Investments
217
Fidelity Investments
Massachusetts
$443K +$173K +3,001 +64%
Envestnet Portfolio Solutions
218
Envestnet Portfolio Solutions
Illinois
$442K -$149K -2,588 -25%
FWM
219
Fingerlakes Wealth Management
New York
$435K -$5.42K -94 -1%
QCIG
220
Quad-Cities Investment Group
Iowa
$432K +$5.41K +94 +1%
RF
221
RHS Financial
California
$430K +$430K +7,469 New
OMC
222
Old Mission Capital
Illinois
$428K +$428K +7,424 New
QCM
223
Quantinno Capital Management
New York
$426K +$180K +3,127 +73%
FFP
224
FourThought Financial Partners
Florida
$423K +$2.25K +39 +0.5%
MCM
225
MidAtlantic Capital Management
Virginia
$399K – – –
7 8
9
10 11