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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 %
BCMLT
251
Beacon Capital Management LLC (Tennessee)
Tennessee
$23K – – –
MCC
252
Money Concepts Capital
Florida
$22K -$30.8K -559 -58%
ARMC
253
American Research & Management Company
Massachusetts
$21K – – –
DI
254
Disciplined Investments
Oklahoma
$20K – – –
ATC
255
Adirondack Trust Company
New York
$19K -$14.2K -265 -43%
CWC
256
Carolinas Wealth Consulting
North Carolina
$19K – – –
S
257
SignatureFD
Georgia
$19K +$19K +353 New
AW
258
ACG Wealth
Georgia
$17K +$17K +325 New
BCA
259
Bray Capital Advisors
Florida
$16K – – –
TFA
260
Transamerica Financial Advisors
Florida
$16K +$16K +290 New
IRC
261
Investors Research Corp
Georgia
$15K +$675 +13 +5%
TCOV
262
Trust Company of Vermont
Vermont
$12K +$12K +225 New
PP
263
Pacifica Partners
Canada
$11K – – –
CG
264
Cutler Group
California
$10K +$10K +199 New
JFGIW
265
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K -$31.5K -583 -80%
GWM
266
Geneos Wealth Management
Colorado
$7K -$152K -2,968 -96%
SAM
267
Strategic Asset Management
Minnesota
$7K -$1.24K -24 -15%
CTC
268
Central Trust Company
Missouri
$6K – – –
WT
269
Washington Trust
Rhode Island
$6K – – –
WAM
270
Worth Asset Management
Texas
$6K +$6K +110 New
HWMA
271
Heritage Wealth Management (Arizona)
Arizona
$5.23K – – –
GI
272
Gradient Investments
Minnesota
$5K -$2.11K -43 -30%
MCA
273
Maryland Capital Advisors
Maryland
$5K – – –
AA
274
Ancora Advisors
Ohio
$5K – – –
MHR
275
Matthew Hamilton Rosenberg
$5K – – –
9 10
11
12 13