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iShares Core US REIT ETF
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Overview Fund Activity

325 hedge funds and large institutions have $1.34B invested in iShares Core US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+5
Holders Change %
+1.56%
% of All Funds
5.13%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
41
Increased
111
Reduced
114
Closed
35
Calls
$200K
Puts
$375K
Net Calls
-$175K
Net Calls Change
+$1.56M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$141M
2
SLI
Sumitomo Life Insurance
Japan
+$8.9M
3
US Bancorp
US Bancorp
Minnesota
+$7.5M
4
MWM
Merriman Wealth Management
Washington
+$6.46M
5
HFS
Heritage Financial Services
Massachusetts
+$4.33M

Top Sellers

1
CL
COWA LLC
Oklahoma
-$27M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.8M
3
OH
Oikos Holdings
New York
-$13.4M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$12.8M
5
Cerity Partners
Cerity Partners
New York
-$7.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFL
276
Financial Freedom LLC
Ohio
$24.9K +$24.9K +484 New
Bank Julius Baer & Co
277
Bank Julius Baer & Co
Switzerland
$24K -$457 -9 -2%
Bank of Montreal
278
Bank of Montreal
Ontario, Canada
$23.7K -$7.87K -153 -25%
BAAM
279
Baker Avenue Asset Management
California
$21.6K +$21.6K +420 New
DI
280
Disciplined Investments
Oklahoma
$19.5K – – –
ATC
281
Adirondack Trust Company
New York
$16.8K -$2.01K -38 -11%
CWC
282
Carolinas Wealth Consulting
North Carolina
$15.8K +$103 +2 +0.7%
BCA
283
Bray Capital Advisors
Florida
$15.7K – – –
IRC
284
Investors Research Corp
Georgia
$15K – – –
VF
285
VitalStone Financial
Texas
$15K – – –
NA
286
NewEdge Advisors
Louisiana
$13.5K -$103 -2 -0.8%
BBHC
287
Brown Brothers Harriman & Co
New York
$13.4K – – –
FEG
288
Fund Evaluation Group
Ohio
$11K – – –
PP
289
Pacifica Partners
Canada
$10.4K – – –
IHWM
290
Iron Horse Wealth Management
Iowa
$10.4K -$58.9K -1,146 -85%
Citigroup
291
Citigroup
New York
$6.94K -$639K -12,426 -99%
SWM
292
Sanctuary Wealth Management
Idaho
$5.91K +$5.91K +115 New
SWM
293
Spire Wealth Management
Virginia
$5.6K – – –
CFD
294
Creative Financial Designs
Indiana
$5.34K – – –
AA
295
Ancora Advisors
Ohio
$5.14K – – –
RI
296
Ridgewood Investments
New Jersey
$4.88K – – –
GWM
297
Grand Wealth Management
Michigan
$4.78K +$4.78K +93 New
AP
298
Arlington Partners
Alabama
$4.73K +$4.73K +92 New
ME
299
McIlrath & Eck
Washington
$4.63K – – –
TFP
300
Tilia Fiduciary Partners
North Carolina
$4.47K +$4.47K +87 New
10 11
12
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