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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 %
UB
251
UMB Bank
Missouri
$45K – – –
AIA
252
Armor Investment Advisors
North Carolina
$45K – – –
AIC
253
Archer Investment Corporation
Indiana
$44.6K – – –
ATC
254
Adirondack Trust Company
New York
$40K +$40K +620 New
LWA
255
Lowe Wealth Advisors
Maryland
$39K – – –
BFEC
256
Benjamin F. Edwards & Company
Missouri
$35K +$2.33K +36 +7%
APA
257
American Portfolios Advisors
New York
$33.4K -$1.1K -17 -3%
Bank Julius Baer & Co
258
Bank Julius Baer & Co
Switzerland
$31K – – –
ARMC
259
American Research & Management Company
Massachusetts
$26K – – –
DI
260
Disciplined Investments
Oklahoma
$25K – – –
CWC
261
Carolinas Wealth Consulting
North Carolina
$23K – – –
BCMLT
262
Beacon Capital Management LLC (Tennessee)
Tennessee
$23K +$23K +357 New
BCA
263
Bray Capital Advisors
Florida
$20K – – –
IRC
264
Investors Research Corp
Georgia
$18K +$1.24K +19 +7%
Rockefeller Capital Management
265
Rockefeller Capital Management
New York
$18K +$7.25K +122 +67%
PP
266
Pacifica Partners
Canada
$12K – – –
SAM
267
Strategic Asset Management
Minnesota
$10K +$1.57K +25 +19%
GI
268
Gradient Investments
Minnesota
$9K – – –
WT
269
Washington Trust
Rhode Island
$8K – – –
SIC
270
SJS Investment Consulting
Ohio
$8K – – –
CTC
271
Central Trust Company
Missouri
$7K +$7K +116 New
MCA
272
Maryland Capital Advisors
Maryland
$6K -$69 -1 -1%
MHR
273
Matthew Hamilton Rosenberg
$6K – – –
HWMA
274
Heritage Wealth Management (Arizona)
Arizona
$6K +$6K +98 New
AA
275
Ancora Advisors
Ohio
$6K +$6K +100 New
9 10
11
12 13