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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 %
GEA
301
Glen Eagle Advisors
New Jersey
$4.42K +$51 +1 +1%
GI
302
Gradient Investments
Minnesota
$4.37K – – –
MFA
303
McClarren Financial Advisors
Pennsylvania
$4K – – –
SF
304
Safeguard Financial
Wisconsin
$4K +$4K +82 New
NRC
305
New Republic Capital
North Carolina
$3.75K – – –
CFB
306
Cullen/Frost Bankers
Texas
$3.39K +$3.39K +66 New
CI
307
Cordant Inc
Oregon
$3.03K – – –
LWANC
308
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.11K – – –
IF
309
Integrity Financial
Wyoming
$2.06K – – –
SSB
310
Sandy Spring Bank
Maryland
$2.01K +$2.01K +39 New
IPW
311
Impact Partnership Wealth
Georgia
$1.9K +$1.9K +37 New
PA
312
PSI Advisors
Florida
$1.59K – – –
NSIM
313
North Star Investment Management
Illinois
$1.56K – – –
RG
314
Retirement Group
California
$1.29K – – –
HI
315
Harbour Investments
Wisconsin
$1.13K – – –
SIS
316
Sound Income Strategies
Florida
$1.08K – – –
WP
317
WealthPLAN Partners
Nebraska
$617 +$617 +12 New
FA
318
Faithward Advisors
Pennsylvania
$568 -$13.1K -254 -96%
MCM
319
MV Capital Management
Maryland
$412 – – –
ODG
320
O'Dell Group
Ohio
$412 +$412 +8 New
IGWM
321
ICA Group Wealth Management
Colorado
$360 – – –
RFA
322
Register Financial Advisors
Georgia
$206 – – –
RWM
323
Ruedi Wealth Management
Illinois
$166 -$111 -2 -40%
PAG
324
Paladin Advisory Group
Iowa
$103 +$103 +2 New
HNB
325
Huntington National Bank
Ohio
$51 -$50 – –
11 12
13
14 15