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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
$219M
2
Bank of America
Bank of America
North Carolina
$56.4M
3
LPL Financial
LPL Financial
California
$44.8M
4
QC
Quadrature Capital
United Kingdom
$8.91M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$75.6M

Top Sellers

1
KIM
Kestra Investment Management
Texas
$1.69K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24.1M
3
Prudential Financial
Prudential Financial
New Jersey
$0
4
MWM
Merriman Wealth Management
Washington
$0
5
EWM
Executive Wealth Management
Michigan
$203K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$219M +$83M +1,449,016 +61%
US Bancorp
2
US Bancorp
Minnesota
$159M +$5.02M +87,662 +3%
GT
3
Glenmede Trust
Pennsylvania
$90.8M -$827K -14,431 -0.9%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$75.6M +$6.2M +108,213 +9%
TCOT
5
Trust Company of Tennessee
Tennessee
$66.7M +$1.3M +22,723 +2%
Bank of America
6
Bank of America
North Carolina
$56.4M +$44.7M +780,348 +382%
Morgan Stanley
7
Morgan Stanley
New York
$52.7M +$1.63M +28,364 +3%
LPL Financial
8
LPL Financial
California
$44.8M +$32.2M +562,265 +257%
HFS
9
Heritage Financial Services
Massachusetts
$43.8M +$1.74M +30,408 +4%
Corient Private Wealth
10
Corient Private Wealth
Florida
$38M -$285K -4,977 -0.7%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$37M -$8.71K -145 -0%
CL
12
Choreo LLC
Illinois
$33M +$524K +9,145 +2%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$30M +$611K +10,654 +2%
MWM
14
Mission Wealth Management
California
$29M +$205K +3,580 +0.7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$24.1M -$20.7M -362,037 -46%
HighTower Advisors
16
HighTower Advisors
Illinois
$23.3M -$149K -2,598 -0.6%
CST
17
Charles Schwab Trust
Nevada
$23M +$578K +10,092 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$21.8M +$1.28M +22,289 +6%
PCIA
19
Prime Capital Investment Advisors
Kansas
$21.6M -$281K -4,895 -1%
FA
20
Fiducient Advisors
Illinois
$21.1M +$5.49M +95,863 +35%
UBS Group
21
UBS Group
Switzerland
$20.6M +$4.02M +70,146 +24%
Cerity Partners
22
Cerity Partners
New York
$20.1M +$5.46M +95,304 +37%
SI
23
Stephens Inc
Arkansas
$18.5M +$698K +12,176 +4%
PCH
24
PGIM Custom Harvest
New Jersey
$18.3M -$946K -16,500 -5%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$17.9M +$744K +12,982 +4%
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