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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 %
Bank Julius Baer & Co
276
Bank Julius Baer & Co
Switzerland
$24K +$398 +8 +2%
DI
277
Disciplined Investments
Oklahoma
$18.8K – – –
ATC
278
Adirondack Trust Company
New York
$17.6K – – –
HCP
279
Hexagon Capital Partners
Arkansas
$16.3K -$6.18K -125 -28%
BCA
280
Bray Capital Advisors
Florida
$15.1K – – –
FEG
281
Fund Evaluation Group
Ohio
$15K -$3.03K -61,175 -17%
TFA
282
Transamerica Financial Advisors
Florida
$15K -$158 -3 -1%
VF
283
VitalStone Financial
Texas
$15K +$15K +301 New
CWC
284
Carolinas Wealth Consulting
North Carolina
$15K +$6.34K +128 +73%
IRC
285
Investors Research Corp
Georgia
$14.4K – – –
NC
286
NewSquare Capital
Pennsylvania
$12.3K – – –
SWM
287
Spire Wealth Management
Virginia
$12K +$12K +243 New
AWM
288
Accurate Wealth Management
Florida
$11.1K +$11.1K +221 New
PP
289
Pacifica Partners
Canada
$9.93K – – –
HWMA
290
Heritage Wealth Management (Arizona)
Arizona
$9.69K +$4.85K +98 +100%
TRCT
291
Tower Research Capital (TRC)
New York
$8K -$914K -17,716 -99%
JFGIW
292
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.32K – – –
CTC
293
Central Trust Company
Missouri
$5.74K – – –
SWM
294
Sanctuary Wealth Management
Idaho
$5.69K +$5.69K +115 New
PMFA
295
Plante Moran Financial Advisors
Michigan
$5.14K -$3.46K -70 -40%
CFD
296
Creative Financial Designs
Indiana
$5.14K -$39.5K -800 -88%
AA
297
Ancora Advisors
Ohio
$5K – – –
GI
298
Gradient Investments
Minnesota
$4.85K – – –
GWM
299
Geneos Wealth Management
Colorado
$4.8K +$4.8K +97 New
MHR
300
Matthew Hamilton Rosenberg
$4.55K – – –
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12
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