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iShares Core US REIT ETF
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Overview Fund Activity

292 hedge funds and large institutions have $1.66B invested in iShares Core US REIT ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+6
Holders Change %
+2.1%
% of All Funds
4.62%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
42
Increased
99
Reduced
107
Closed
33
Calls
–
Puts
$226K
Net Calls
-$226K
Net Calls Change
-$226K

Top Buyers

1
FEG
Fund Evaluation Group
Ohio
+$135M
2
AC
Allstate Corporation
Illinois
+$16.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$6.89M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$5.46M
5
CA
Cambridge Associates
Massachusetts
+$5.18M

Top Sellers

1
BlackRock
BlackRock
New York
-$84.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$56.5M
3
FA
Fiducient Advisors
Illinois
-$47.7M
4
Victory Capital Management
Victory Capital Management
Texas
-$24.7M
5
Bank of America
Bank of America
North Carolina
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
226
Tower Research Capital (TRC)
New York
$133K -$871K -13,445 -87%
IHWM
227
Iron Horse Wealth Management
Iowa
$128K -$1.23K -19 -1%
TWC
228
TD Waterhouse Canada
Ontario, Canada
$128K – – –
OCM
229
Orion Capital Management
California
$124K +$2.85K +44 +2%
CFFP
230
Center for Financial Planning
Michigan
$120K – – –
ADL
231
Asset Dedication LLC
California
$102K +$102K +1,573 New
AF
232
Advisornet Financial
Minnesota
$98K -$12K -185 -11%
CHC
233
City Holding Co
West Virginia
$94K – – –
AWM
234
Avior Wealth Management
Nebraska
$90K -$707 -11 -0.8%
MA
235
MUFG Americas
New York
$84K -$45.2K -700 -35%
TIM
236
Tortoise Investment Management
New York
$83K – – –
NWM
237
Nauset Wealth Management
Connecticut
$82K +$82K +1,264 New
CAL
238
Capital Advisors Ltd
Ohio
$79K – – –
SWM
239
Spire Wealth Management
Virginia
$79K +$22.5K +347 +40%
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$74K +$9.15K +142 +14%
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$73K +$10K +153 +16%
MCC
242
Money Concepts Capital
Florida
$62K +$40.6K +628 +190%
OSNBOA
243
Old Second National Bank of Aurora
Illinois
$60K -$4.91K -76 -8%
FWM
244
Focused Wealth Management
New York
$60K +$64 +1 +0.1%
TSWM
245
Tyler-Stone Wealth Management
Ohio
$52K -$391 -6 -0.7%
HA
246
Herold Advisors
New York
$50.8K +$50.8K +785 New
AssetMark Inc
247
AssetMark Inc
California
$50K +$48.6K +754 +3,427%
JFGIW
248
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47K – – –
NC
249
NewSquare Capital
Pennsylvania
$47K +$47K +728 New
HGWM
250
Harvest Group Wealth Management
Massachusetts
$46K +$28.1K +437 +157%
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