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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 %
SBL
276
Sargent Bickham Lagudis
Colorado
$5K – – –
Jones Financial Companies
277
Jones Financial Companies
Missouri
$4K +$4K +58 New
OLVIG
278
Oliver Lagore Vanvalin Investment Group
Michigan
$4K +$4K +63 New
IF
279
Integrity Financial
Wyoming
$3K – – –
LWANC
280
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
WFA
281
WestHill Financial Advisors
California
$3K – – –
CA
282
Clearstead Advisors
Ohio
$3K +$3K +49 New
PC
283
Pecaut & Co
Iowa
$2K -$54.7K -656 -96%
Citigroup
284
Citigroup
New York
$2K -$1.6K -28 -44%
RG
285
Retirement Group
California
$2K – – –
NSIM
286
North Star Investment Management
Illinois
$2K +$2K +29 New
TWA
287
TCI Wealth Advisors
Arizona
$1K – – –
T
288
TCWP
Ohio
$1K +$1K +16 New
FGAM
289
Financial Gravity Asset Management
Texas
$75 -$3 -3 -4%
Sumitomo Mitsui Trust Group
290
Sumitomo Mitsui Trust Group
Japan
– -$8.01M -118,502 Closed
IA
291
Inspire Advisors
Idaho
– -$5.37M -79,491 Closed
BCM
292
Brookstone Capital Management
Illinois
– -$1.68M -25,648 Closed
AIA
293
Acute Investment Advisory
Arizona
– -$1.68M -24,813 Closed
Renaissance Technologies
294
Renaissance Technologies
New York
– -$1.43M -21,200 Closed
BI
295
Blooom Inc
Kansas
– -$11K -10,536 Closed
NA
296
NewEdge Advisors
Louisiana
– -$414K -6,125 Closed
TNA
297
True North Advisors
Texas
– -$368K -5,454 Closed
CFC
298
Coyle Financial Counsel
Illinois
– -$359K -5,306 Closed
Northern Trust
299
Northern Trust
Illinois
– -$324K -4,791 Closed
TFA
300
Triad Financial Advisors
North Carolina
– -$307K -4,537 Closed
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