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iShares Core US REIT ETF

320 hedge funds and large institutions have $1.2B invested in iShares Core US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-5
Holders Change %
-1.54%
% of All Funds
5.12%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
34
Increased
115
Reduced
105
Closed
29
Calls
$632K
Puts
$2.37M
Net Calls
-$1.74M
Net Calls Change
-$8.66M
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$63.7K +$13.9K +275 +28%
Fidelity Investments
252
Fidelity Investments
Massachusetts
$61.6K -$6.8K -135 -10%
BWP
253
Baldwin Wealth Partners
Massachusetts
$60K
Jones Financial Companies
254
Jones Financial Companies
Missouri
$58.8K +$31.8K +630 +118%
OSNBOA
255
Old Second National Bank of Aurora
Illinois
$53.9K +$3.02K +60 +6%
LWA
256
Lowe Wealth Advisors
Maryland
$50.3K
FWM
257
Focused Wealth Management
New York
$47.5K +$101 +2 +0.2%
TIM
258
Thompson Investment Management
Wisconsin
$46.1K +$46.1K +915 New
JMF
259
Johnson Midwest Financial
Iowa
$46K
AF
260
Advisornet Financial
Minnesota
$38.3K +$101 +2 +0.3%
AIA
261
Armor Investment Advisors
North Carolina
$35.3K
CIA
262
Cape Investment Advisory
Georgia
$35K +$35K +695 New
CT
263
Colonial Trust
South Carolina
$34.9K +$2.12K +43 +6%
AIC
264
Archer Investment Corporation
Indiana
$34.9K
UB
265
UMB Bank
Missouri
$34.8K
Bank of Montreal
266
Bank of Montreal
Ontario, Canada
$30.9K -$313K -6,208 -91%
CAL
267
Capital Advisors Ltd
Ohio
$28K -$8.97K -179 -24%
Bank Julius Baer & Co
268
Bank Julius Baer & Co
Switzerland
$24K
VF
269
VitalStone Financial
Texas
$20K
DI
270
Disciplined Investments
Oklahoma
$19.2K
ATC
271
Adirondack Trust Company
New York
$17.9K
CWC
272
Carolinas Wealth Consulting
North Carolina
$15.4K +$101 +2 +0.7%
BCA
273
Bray Capital Advisors
Florida
$15.4K
IRC
274
Investors Research Corp
Georgia
$14.7K
EW
275
Element Wealth
Mississippi
$14.7K +$14.7K +292 New