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iShares Core US REIT ETF
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Overview Fund Activity

297 hedge funds and large institutions have $1.08B invested in iShares Core US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 103 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
–
Holders Change %
0%
% of All Funds
5.14%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.28%
New
39
Increased
97
Reduced
103
Closed
36
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$112M
2
CST
Charles Schwab Trust
Nevada
$15M
3
PF
Phoenix Financial
Israel
$8.56M
4
SRSA
S.R. Schill & Associates
Washington
$15.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.16M

Top Sellers

1
PA
Parallel Advisors
California
$3.77M
2
HighTower Advisors
HighTower Advisors
Illinois
$1.31M
3
Victory Capital Management
Victory Capital Management
Texas
$0
4
BlackRock
BlackRock
New York
$84.7M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
MUFG Americas
New York
$62K – – –
TIM
227
Tortoise Investment Management
New York
$61K – – –
CAL
228
Capital Advisors Ltd
Ohio
$58K – – –
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$55K – – –
IWP
230
IAG Wealth Partners
Wisconsin
$49K -$25.1K -530 -34%
LWA
231
Lowe Wealth Advisors
Maryland
$47K – – –
FWM
232
Focused Wealth Management
New York
$45K +$144 +3 +0.3%
CFD
233
Creative Financial Designs
Indiana
$43K – – –
OSNBOA
234
Old Second National Bank of Aurora
Illinois
$41K +$424 +9 +1%
TSWM
235
Tyler-Stone Wealth Management
Ohio
$38K – – –
AF
236
Advisornet Financial
Minnesota
$35K – – –
UB
237
UMB Bank
Missouri
$33K – – –
AIA
238
Armor Investment Advisors
North Carolina
$33K – – –
AIC
239
Archer Investment Corporation
Indiana
$32.9K – – –
MCA
240
Maryland Capital Advisors
Maryland
$31K +$26.9K +574 +660%
APA
241
American Portfolios Advisors
New York
$24.7K -$143 -3 -0.6%
Bank Julius Baer & Co
242
Bank Julius Baer & Co
Switzerland
$23K -$388 -8 -2%
HCP
243
Hexagon Capital Partners
Arkansas
$22K +$22K +454 New
MCC
244
Money Concepts Capital
Florida
$19K – – –
ARMC
245
American Research & Management Company
Massachusetts
$19K – – –
BCMLT
246
Beacon Capital Management LLC (Tennessee)
Tennessee
$19K – – –
DI
247
Disciplined Investments
Oklahoma
$18K – – –
ATC
248
Adirondack Trust Company
New York
$17K – – –
ADL
249
Asset Dedication LLC
California
$17K +$17K +361 New
HGERS
250
Householder Group Estate & Retirement Specialist
Arizona
$17K +$17K +366 New
8 9
10
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