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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
$235M
2
US Bancorp
US Bancorp
Minnesota
$37.8M
3
Bank of America
Bank of America
North Carolina
$25.6M
4
CCM
Coldstream Capital Management
Washington
$12.1M
5
TFA
TPG Financial Advisors
Oregon
$10.5M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
$0
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
3
CSIA
Charles Schwab Investment Advisory
California
$104M
4
GB
Gunma Bank
Japan
$0
5
DIA
Davidson Investment Advisors
Montana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
251
Carolinas Wealth Consulting
North Carolina
$24K – – –
MCC
252
Money Concepts Capital
Florida
$22K +$22K +330 New
BCA
253
Bray Capital Advisors
Florida
$21K – – –
HGWM
254
Harvest Group Wealth Management
Massachusetts
$19K +$19K +279 New
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$19K +$19K +283 New
IRC
256
Investors Research Corp
Georgia
$17K +$860 +13 +5%
TCOV
257
Trust Company of Vermont
Vermont
$15K +$15K +225 New
PP
258
Pacifica Partners
Canada
$13K – – –
Rockefeller Capital Management
259
Rockefeller Capital Management
New York
$12K +$464 +7 +4%
BI
260
Blooom Inc
Kansas
$11K +$11K +10,536 New
GI
261
Gradient Investments
Minnesota
$10K – – –
SAM
262
Strategic Asset Management
Minnesota
$9K +$134 +2 +2%
SIC
263
SJS Investment Consulting
Ohio
$9K +$9K +130 New
WT
264
Washington Trust
Rhode Island
$8K – – –
JWBC
265
John W. Brooker & Co
California
$7K – – –
EVM
266
Eaton Vance Management
Massachusetts
$7K – – –
MHR
267
Matthew Hamilton Rosenberg
$6K – – –
GWM
268
Geneos Wealth Management
Colorado
$6K – – –
MCA
269
Maryland Capital Advisors
Maryland
$6K +$6K +88 New
SBL
270
Sargent Bickham Lagudis
Colorado
$5K – – –
Citigroup
271
Citigroup
New York
$4K +$889 +14 +29%
RPCONE
272
Retirement Planning Company of New England
Rhode Island
$4K +$4K +60 New
LWANC
273
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
WFA
274
WestHill Financial Advisors
California
$3K – – –
IF
275
Integrity Financial
Wyoming
$3K +$3K +40 New
9 10
11
12 13