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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
$137M
2
GT
Glenmede Trust
Pennsylvania
$92M
3
HighTower Advisors
HighTower Advisors
Illinois
$21.5M
4
PCIA
Prime Capital Investment Advisors
Kansas
$20.8M
5
US Bancorp
US Bancorp
Minnesota
$142M

Top Sellers

1
FTA
Financial & Tax Architects
Missouri
$0
2
BIP
Blueprint Investment Partners
North Carolina
$10.1M
3
SAG
SageView Advisory Group
California
$0
4
HHGA
Halbert Hargrove Global Advisors
California
$1.26M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$6.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$156M +$12.8M +239,161 +9%
US Bancorp
2
US Bancorp
Minnesota
$142M +$16.2M +303,076 +13%
Charles Schwab
3
Charles Schwab
California
$137M +$135M +2,515,901 +6,468%
GT
4
Glenmede Trust
Pennsylvania
$92M +$76.9M +1,435,359 +507%
TCOT
5
Trust Company of Tennessee
Tennessee
$61.1M +$61.1M +1,139,943 New
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$58.6M +$3.12M +58,262 +6%
Morgan Stanley
7
Morgan Stanley
New York
$46M +$866K +16,169 +2%
HFS
8
Heritage Financial Services
Massachusetts
$38.3M +$2.72M +50,814 +8%
Corient Private Wealth
9
Corient Private Wealth
Florida
$35.5M +$395K +7,372 +1%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$34.9M +$8.47M +158,072 +32%
CL
11
Choreo LLC
Illinois
$30.2M +$379K +7,150 +1%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$28.3M +$543K +10,141 +2%
MWM
13
Mission Wealth Management
California
$27M -$959K -17,902 -3%
CST
14
Charles Schwab Trust
Nevada
$25M +$740K +13,825 +3%
RIM
15
Rockbridge Investment Management
New York
$24.1M +$384K +7,163 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$21.5M +$21.5M +401,672 New
RIM
17
Rakuten Investment Management
Japan
$21.5M +$2.94M +55,400 +16%
PCIA
18
Prime Capital Investment Advisors
Kansas
$20.8M +$20.6M +383,808 +8,376%
SRSA
19
S.R. Schill & Associates
Washington
$20.2M +$3.93M +73,395 +24%
PCH
20
PGIM Custom Harvest
New Jersey
$18.9M +$9.98M +186,353 +113%
SI
21
Stephens Inc
Arkansas
$17.2M +$661K +12,339 +4%
UBS Group
22
UBS Group
Switzerland
$15.9M +$808K +15,092 +5%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$15.9M -$547K -10,218 -3%
SLI
24
Sumitomo Life Insurance
Japan
$15.4M +$3.67M +70,200 +31%
Osaic Holdings
25
Osaic Holdings
Arizona
$15.4M -$44K -822 -0.3%
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