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iShares Core US REIT ETF
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Overview Fund Activity

325 hedge funds and large institutions have $1.24B invested in iShares Core US REIT ETF in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 122 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+28
Holders Change %
+9.43%
% of All Funds
5.24%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
67
Increased
122
Reduced
82
Closed
32
Calls
$6.92M
Puts
$3K
Net Calls
+$6.92M
Net Calls Change
+$6.93M

Top Buyers

1
FA
Fiducient Advisors
Illinois
$34.5M
2
Bank of America
Bank of America
North Carolina
$46.9M
3
US Bancorp
US Bancorp
Minnesota
$51.3M
4
HighTower Advisors
HighTower Advisors
Illinois
$18.7M
5
OH
Oikos Holdings
New York
$17.3M

Top Sellers

1
AC
Allstate Corporation
Illinois
$0
2
PF
Phoenix Financial
Israel
$0
3
CG
Colony Group
Massachusetts
$384K
4
EIG
Ellenbecker Investment Group
Wisconsin
$13.5M
5
CA
CoreCap Advisors
Michigan
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
251
Fidelity Investments
Massachusetts
$67.1K -$305K -6,166 -82%
IHWM
252
Iron Horse Wealth Management
Iowa
$67K +$60.8K +1,235 +972%
CSPAM
253
Cary Street Partners Asset Management
Virginia
$66.8K -$24.5K -496 -27%
TIM
254
Tortoise Investment Management
New York
$63.3K – – –
BWP
255
Baldwin Wealth Partners
Massachusetts
$58.8K +$58.8K +1,190 New
CS
256
Comerica Securities
Michigan
$57.6K +$57.6K +1,164 New
IWP
257
IAG Wealth Partners
Wisconsin
$51.1K – – –
OSNBOA
258
Old Second National Bank of Aurora
Illinois
$49.9K +$6.87K +139 +16%
LWA
259
Lowe Wealth Advisors
Maryland
$49.4K – – –
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$48.9K -$7.91K -160 -14%
FWM
261
Focused Wealth Management
New York
$46.5K +$148 +3 +0.3%
JMF
262
Johnson Midwest Financial
Iowa
$45K – – –
PC
263
Pecaut & Co
Iowa
$44.1K +$44.1K +892 New
TSWM
264
Tyler-Stone Wealth Management
Ohio
$39K – – –
FGAM
265
Financial Gravity Asset Management
Texas
$38.3K +$782 +1 +2%
AF
266
Advisornet Financial
Minnesota
$37.5K +$544 +11 +1%
CAL
267
Capital Advisors Ltd
Ohio
$36K -$23.4K -480 -39%
AIA
268
Armor Investment Advisors
North Carolina
$34.6K – – –
AIC
269
Archer Investment Corporation
Indiana
$34.2K – – –
UB
270
UMB Bank
Missouri
$34K – – –
MCC
271
Money Concepts Capital
Florida
$33.5K +$13.8K +279 +70%
CT
272
Colonial Trust
South Carolina
$33K +$33K +665 New
OCM
273
Osterweis Capital Management
California
$32.2K – – –
NA
274
NewEdge Advisors
Louisiana
$27.6K +$27.6K +820 New
Jones Financial Companies
275
Jones Financial Companies
Missouri
$26.7K +$23.8K +479 +840%
9 10
11
12 13