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iShares Core US REIT ETF
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Overview Fund Activity

297 hedge funds and large institutions have $1.24B invested in iShares Core US REIT ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 93 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
5.02%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.32%
New
41
Increased
93
Reduced
105
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$104M
2
FEG
2
Fund Evaluation Group
Ohio
$18.8M
3
Bank of America
3
Bank of America
North Carolina
$18.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$34M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$15.1M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$10.2M
2
BlackRock
2
BlackRock
New York
$105M
3
ACM
3
Agincourt Capital Management
Virginia
$9.89M
4
BIP
4
Blueprint Investment Partners
North Carolina
$2.93M
5
FTA
5
Financial & Tax Architects
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
Continuum Advisory
Idaho
– -$249K -4,024 Closed
YIH
302
Y-Intercept (HK)
Hong Kong
– -$255K -3,952 Closed
RW
303
REDW Wealth
New Mexico
– -$244K -3,769 Closed
FF
304
Financial Futures
New Jersey
– -$243K -3,751 Closed
RC
305
Roundview Capital
New Jersey
– -$236K -3,650 Closed
MCWS
306
McKinley Carter Wealth Services
West Virginia
– -$232K -3,584 Closed
SEA
307
Stegent Equity Advisors
Texas
– -$225K -3,479 Closed
Qube Research & Technologies (QRT)
308
Qube Research & Technologies (QRT)
United Kingdom
– -$223K -3,442 Closed
JIC
309
Johnson Investment Counsel
Ohio
– -$216K -3,346 Closed
BSW
310
Buckingham Strategic Wealth
Missouri
– -$212K -3,272 Closed
CCM
311
Crew Capital Management
Ohio
– -$210K -3,253 Closed
EWM
312
Empirical Wealth Management
Washington
– -$206K -3,192 Closed
Cetera Investment Advisers
313
Cetera Investment Advisers
Illinois
– -$203K -3,140 Closed
PFS
314
Prospera Financial Services
Texas
– -$178K -2,746 Closed
ADL
315
Asset Dedication LLC
California
– -$102K -1,573 Closed
TWC
316
TD Waterhouse Canada
Ontario, Canada
– -$128K -1,545 Closed
HA
317
Herold Advisors
New York
– -$50.8K -785 Closed
SBL
318
Sargent Bickham Lagudis
Colorado
– -$5K -75 Closed
PC
319
Pecaut & Co
Iowa
– -$2K -24 Closed
T
320
TCWP
Ohio
– -$1K -16 Closed
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