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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 %
EW
251
Evoke Wealth
California
$15K +$15K +323 New
TFA
252
Transamerica Financial Advisors
Florida
$14K -$97 -2 -0.7%
BCA
253
Bray Capital Advisors
Florida
$14K – – –
IRC
254
Investors Research Corp
Georgia
$14K +$144 +3 +1%
NC
255
NewSquare Capital
Pennsylvania
$12K -$23.1K -479 -66%
TCOV
256
Trust Company of Vermont
Vermont
$11K – – –
PP
257
Pacifica Partners
Canada
$10K – – –
CWC
258
Carolinas Wealth Consulting
North Carolina
$8K -$8K -175 -50%
PMFA
259
Plante Moran Financial Advisors
Michigan
$8K +$8K +174 New
JFGIW
260
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K – – –
IHWM
261
Iron Horse Wealth Management
Iowa
$6K -$86.1K -1,823 -93%
CTC
262
Central Trust Company
Missouri
$6K – – –
WT
263
Washington Trust
Rhode Island
$6K – – –
SAM
264
Strategic Asset Management
Minnesota
$6K +$44 +1 +0.7%
GI
265
Gradient Investments
Minnesota
$5K -$204 -4 -4%
HWMA
266
Heritage Wealth Management (Arizona)
Arizona
$5K – – –
AA
267
Ancora Advisors
Ohio
$5K – – –
TFS
268
TrustCore Financial Services
Tennessee
$5K +$5K +99 New
GEA
269
Glen Eagle Advisors
New Jersey
$4.04K – – –
MHR
270
Matthew Hamilton Rosenberg
$4K – – –
CAL
271
Capital Analysts LLC
Pennsylvania
$4K +$4K +89 New
ME
272
McIlrath & Eck
Washington
$4K +$4K +90 New
Jones Financial Companies
273
Jones Financial Companies
Missouri
$3K – – –
PA
274
PSI Advisors
Florida
$3K – – –
Citigroup
275
Citigroup
New York
$3K +$900 +21 +43%
9 10
11
12 13