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iShares Core US REIT ETF
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Overview Fund Activity

297 hedge funds and large institutions have $1.24B invested in iShares Core US REIT ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 93 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
5.02%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.32%
New
41
Increased
93
Reduced
105
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$104M
2
FEG
Fund Evaluation Group
Ohio
$18.8M
3
Bank of America
Bank of America
North Carolina
$18.4M
4
Morgan Stanley
Morgan Stanley
New York
$34M
5
HighTower Advisors
HighTower Advisors
Illinois
$15.1M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$10.2M
2
BlackRock
BlackRock
New York
$105M
3
ACM
Agincourt Capital Management
Virginia
$9.89M
4
BIP
Blueprint Investment Partners
North Carolina
$2.93M
5
FTA
Financial & Tax Architects
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FSWA
226
Financial Synergies Wealth Advisors
Texas
$89.9K +$89.9K +1,683 New
IWP
227
IAG Wealth Partners
Wisconsin
$84K -$1.2M -22,281 -93%
CHC
228
City Holding Co
West Virginia
$77K – – –
AWM
229
Avior Wealth Management
Nebraska
$75K +$847 +16 +1%
MA
230
MUFG Americas
New York
$69K – – –
TIM
231
Tortoise Investment Management
New York
$68K – – –
CAL
232
Capital Advisors Ltd
Ohio
$65K – – –
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$62K – – –
LWA
234
Lowe Wealth Advisors
Maryland
$53K +$20.6K +388 +64%
SWM
235
Spire Wealth Management
Virginia
$50K -$15.6K -290 -24%
FWM
236
Focused Wealth Management
New York
$50K +$53 +1 +0.1%
CFD
237
Creative Financial Designs
Indiana
$48K -$227K -4,283 -83%
OSNBOA
238
Old Second National Bank of Aurora
Illinois
$46K -$3.58K -67 -7%
BMD
239
Better Money Decisions
New Mexico
$45K +$45K +843 New
TSWM
240
Tyler-Stone Wealth Management
Ohio
$43K – – –
HGWM
241
Harvest Group Wealth Management
Massachusetts
$42K – – –
AF
242
Advisornet Financial
Minnesota
$40K -$41.1K -767 -51%
NC
243
NewSquare Capital
Pennsylvania
$39K – – –
UB
244
UMB Bank
Missouri
$37K – – –
AIA
245
Armor Investment Advisors
North Carolina
$37K – – –
AIC
246
Archer Investment Corporation
Indiana
$37K – – –
APA
247
American Portfolios Advisors
New York
$28K +$374 +7 +1%
ETC
248
Exchange Traded Concepts
Oklahoma
$27K +$27K +497 New
SWM
249
SeaCrest Wealth Management
New York
$27K +$27K +500 New
Bank Julius Baer & Co
250
Bank Julius Baer & Co
Switzerland
$26K – – –
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