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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
$5.75M
5
CA
Cambridge Associates
Massachusetts
$5.18M

Top Sellers

1
BlackRock
BlackRock
New York
$140M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$38.9M
3
FA
Fiducient Advisors
Illinois
$7.76M
4
Victory Capital Management
Victory Capital Management
Texas
$30.2M
5
Bank of America
Bank of America
North Carolina
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
301
Peak Financial Advisors
Colorado
– -$234K -3,467 Closed
UCFA
302
United Capital Financial Advisors
Texas
– -$228K -3,375 Closed
IAA
303
Independent Advisor Alliance
North Carolina
– -$219K -3,240 Closed
Janney Montgomery Scott
304
Janney Montgomery Scott
Pennsylvania
– -$208K -3,071 Closed
LP
305
LGL Partners
Pennsylvania
– -$203K -3,010 Closed
SFG
306
Sovereign Financial Group
Connecticut
– -$202K -2,989 Closed
BA
307
Bridge Advisory
California
– -$200K -2,963 Closed
Macquarie Group
308
Macquarie Group
Australia
– -$178K -2,630 Closed
RK
309
Rather & Kittrell
Tennessee
– -$112K -1,667 Closed
OSAM
310
O'Shaughnessy Asset Management
Connecticut
– -$47K -696 Closed
SFM
311
Signet Financial Management
New Jersey
– -$33K -492 Closed
BNP Paribas Financial Markets
312
BNP Paribas Financial Markets
France
– -$28.9K -428 Closed
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
– -$19K -283 Closed
TCOV
314
Trust Company of Vermont
Vermont
– -$15K -225 Closed
JWBC
315
John W. Brooker & Co
California
– -$7K -101 Closed
EVM
316
Eaton Vance Management
Massachusetts
– -$7K -100 Closed
RPCONE
317
Retirement Planning Company of New England
Rhode Island
– -$4K -60 Closed
BWL
318
Bogart Wealth LLC
Virginia
– -$2K -35 Closed
FCG
319
Financial Connections Group
California
– -$1K -28 Closed
CFCI
320
Comprehensive Financial Consultants Institutional
Indiana
– -$1K -27 Closed
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