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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 %
MS
301
Madden Securities
Texas
$4.5K +$4.5K +91 New
ME
302
McIlrath & Eck
Washington
$4.45K – – –
GEA
303
Glen Eagle Advisors
New Jersey
$4.2K – – –
CAL
304
Capital Analysts LLC
Pennsylvania
$4K +$44 +1 +1%
CI
305
Cordant Inc
Oregon
$3.81K +$890 +18 +31%
TWA
306
TCI Wealth Advisors
Arizona
$3.21K +$2.62K +53 +442%
PA
307
PSI Advisors
Florida
$2.77K – – –
BWL
308
Bogart Wealth LLC
Virginia
$2.47K +$2.47K +50 New
LWANC
309
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.03K – – –
IF
310
Integrity Financial
Wyoming
$1.98K – – –
WFA
311
WestHill Financial Advisors
California
$1.93K – – –
NSIM
312
North Star Investment Management
Illinois
$1.48K – – –
BCWM
313
Bartlett & Co Wealth Management
Ohio
$1.34K – – –
HI
314
Harbour Investments
Wisconsin
$1.09K – – –
SIS
315
Sound Income Strategies
Florida
$1.04K +$1.04K +21 New
BC
316
Bartlett & Co
Ohio
$1K – – –
RG
317
Retirement Group
California
$1K – – –
RBC
318
Romano Brothers & Co
Illinois
$643 +$643 +13 New
MCM
319
MV Capital Management
Maryland
$396 +$396 +8 New
IGWM
320
ICA Group Wealth Management
Colorado
$383 +$383 +7 New
ACA
321
Aptus Capital Advisors
Alabama
$346 +$247 +5 +250%
PCA
322
Providence Capital Advisors
North Carolina
$297 – – –
GRP
323
Global Retirement Partners
California
$256 – – –
TCA
324
Trifecta Capital Advisors
Illinois
$247 +$247 +5 New
RWM
325
Ruedi Wealth Management
Illinois
$199 +$199 +4 New
11 12
13
14 15