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iShares Core US REIT ETF
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Overview Fund Activity

286 hedge funds and large institutions have $1.79B invested in iShares Core US REIT ETF in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 98 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+52
Holders Change %
+22.22%
% of All Funds
4.42%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
76
Increased
98
Reduced
73
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$16.3M
2
US Bancorp
US Bancorp
Minnesota
+$15.2M
3
Bank of America
Bank of America
North Carolina
+$14.5M
4
CCM
Coldstream Capital Management
Washington
+$12.1M
5
TFA
TPG Financial Advisors
Oregon
+$10.5M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
-$9.1M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$6.8M
3
CSIA
Charles Schwab Investment Advisory
California
-$4.09M
4
GB
Gunma Bank
Japan
-$3.17M
5
DIA
Davidson Investment Advisors
Montana
-$2.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
226
City Holding Co
West Virginia
$88K – – –
TIM
227
Tortoise Investment Management
New York
$87K – – –
CAL
228
Capital Advisors Ltd
Ohio
$82K -$169K -2,514 -67%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$68K – – –
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$65K -$677K -10,000 -91%
FWM
231
Focused Wealth Management
New York
$63K +$203 +3 +0.3%
SWM
232
Spire Wealth Management
Virginia
$59K +$33.8K +500 +134%
TSWM
233
Tyler-Stone Wealth Management
Ohio
$54K +$54K +803 New
JFGIW
234
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$49K – – –
OSNBOA
235
Old Second National Bank of Aurora
Illinois
$49K +$8.3K +170 +20%
AIA
236
Armor Investment Advisors
North Carolina
$47K – – –
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$47K – – –
UB
238
UMB Bank
Missouri
$47K +$47K +691 New
AIC
239
Archer Investment Corporation
Indiana
$46.8K – – –
PC
240
Pecaut & Co
Iowa
$46K +$46K +680 New
LWA
241
Lowe Wealth Advisors
Maryland
$41K – – –
IA
242
IndexIQ Advisors
New York
$37K +$542 +8 +1%
APA
243
American Portfolios Advisors
New York
$36.1K +$31.1K +460 +622%
IA
244
IFP Advisors
Florida
$35K -$752 -11 -2%
BFEC
245
Benjamin F. Edwards & Company
Missouri
$34K – – –
Bank Julius Baer & Co
246
Bank Julius Baer & Co
Switzerland
$33K – – –
SFM
247
Signet Financial Management
New Jersey
$33K +$33K +492 New
BNP Paribas Financial Markets
248
BNP Paribas Financial Markets
France
$28.9K +$28.9K +428 New
ARMC
249
American Research & Management Company
Massachusetts
$27K – – –
DI
250
Disciplined Investments
Oklahoma
$26K – – –
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10
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