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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
$33.3M
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
$24.8M
2
PCIA
Prime Capital Investment Advisors
Kansas
$983K
3
LPL Financial
LPL Financial
California
$31.4M
4
TCOT
Trust Company of Tennessee
Tennessee
$57.2M
5
MWM
MBE Wealth Management
Wisconsin
$716K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$225M +$4.84M +84,006 +2%
US Bancorp
2
US Bancorp
Minnesota
$168M +$8.1M +140,593 +5%
GT
3
Glenmede Trust
Pennsylvania
$90.6M -$580K -10,076 -0.6%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$88.3M +$12.3M +213,501 +16%
TCOT
5
Trust Company of Tennessee
Tennessee
$57.2M -$9.87M -171,414 -15%
Morgan Stanley
6
Morgan Stanley
New York
$54.9M +$1.9M +33,067 +4%
JHU
7
Johns Hopkins University
Maryland
$50M +$50M +868,007 New
HFS
8
Heritage Financial Services
Massachusetts
$41.9M -$2.1M -36,492 -5%
Corient Private Wealth
9
Corient Private Wealth
Florida
$38.5M +$321K +5,568 +0.8%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$34M -$3.23M -53,418 -9%
AWM
11
Apollon Wealth Management
South Carolina
$33.3M +$26.3M +457,121 +376%
RIM
12
Rakuten Investment Management
Japan
$33M +$33M +578,431 New
CL
13
Choreo LLC
Illinois
$31.8M -$1.3M -22,535 -4%
LPL Financial
14
LPL Financial
California
$31.4M -$13.6M -235,732 -30%
MWM
15
Mission Wealth Management
California
$29.8M +$631K +10,953 +2%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$28.4M -$1.72M -29,817 -6%
Bank of America
17
Bank of America
North Carolina
$24.8M -$32M -554,721 -56%
FA
18
Fiducient Advisors
Illinois
$23.8M +$2.58M +44,857 +12%
HighTower Advisors
19
HighTower Advisors
Illinois
$23.7M +$218K +3,790 +0.9%
CST
20
Charles Schwab Trust
Nevada
$23.1M +$24.3K +422 +0.1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$22.9M -$1.28M -22,295 -5%
UBS Group
22
UBS Group
Switzerland
$21M +$314K +5,456 +2%
Cerity Partners
23
Cerity Partners
New York
$19.2M -$1.05M -18,161 -5%
PLFA
24
Pacific Life Fund Advisors
California
$19M +$19M +329,119 New
RA
25
Rodgers & Associates
Pennsylvania
$18.6M +$1.51M +26,202 +9%
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