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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
$13.7M
2
HFS
Heritage Financial Services
Massachusetts
$35.7M
3
GT
Glenmede Trust
Pennsylvania
$15.2M
4
SAG
SageView Advisory Group
California
$11.1M
5
SLI
Sumitomo Life Insurance
Japan
$11.9M

Top Sellers

1
FA
Fiducient Advisors
Illinois
$9.59M
2
Morgan Stanley
Morgan Stanley
New York
$45.4M
3
Bank of America
Bank of America
North Carolina
$6.68M
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
AA
Advisory Alpha
Michigan
$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$144M +$5.28M +98,232 +4%
CSIA
2
Charles Schwab Investment Advisory
California
$140M -$4.9M -91,095 -3%
US Bancorp
3
US Bancorp
Minnesota
$126M -$1.23M -22,825 -1%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$55.7M +$6.21M +115,368 +13%
Morgan Stanley
5
Morgan Stanley
New York
$45.4M -$33.5M -621,993 -42%
HFS
6
Heritage Financial Services
Massachusetts
$35.7M +$11.9M +221,676 +50%
Corient Private Wealth
7
Corient Private Wealth
Florida
$35.3M -$4.79M -88,992 -12%
CL
8
Choreo LLC
Illinois
$30.2M -$1.68M -31,216 -5%
MWM
9
Mission Wealth Management
California
$28.1M +$3.34M +62,145 +14%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$27.9M -$9.15M -170,069 -25%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$26.5M -$8.31M -154,522 -24%
CST
12
Charles Schwab Trust
Nevada
$24.3M +$1.96M +36,422 +9%
RIM
13
Rockbridge Investment Management
New York
$23.8M +$1.68M +31,237 +8%
BIP
14
Blueprint Investment Partners
North Carolina
$22.2M +$4.34M +80,707 +24%
RIM
15
Rakuten Investment Management
Japan
$18.9M +$3.21M +59,700 +21%
FTA
16
Financial & Tax Architects
Missouri
$18M +$30.1K +559 +0.2%
SI
17
Stephens Inc
Arkansas
$16.7M +$853K +15,862 +5%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$16.5M +$2.67M +49,673 +19%
SRSA
19
S.R. Schill & Associates
Washington
$16.3M +$109K +2,027 +0.7%
Osaic Holdings
20
Osaic Holdings
Arizona
$15.5M +$6.65M +123,646 +75%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$15.3M -$11.8M -218,605 -43%
GT
22
Glenmede Trust
Pennsylvania
$15.2M +$10.8M +200,516 +243%
UBS Group
23
UBS Group
Switzerland
$15.2M +$63.9K +1,187 +0.4%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$14.6M -$44.6K -829 -0.3%
Legacy Financial Group (Iowa)
25
Legacy Financial Group (Iowa)
Iowa
$13.7M +$13M +241,803 +2,020%
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