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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 %
LFG
326
Larson Financial Group
Missouri
$198 – – –
HPWM
327
Highland Private Wealth Management
Washington
– -$16.4M -344,579 Closed
AC
328
Allstate Corporation
Illinois
– -$12.3M -258,750 Closed
PF
329
Phoenix Financial
Israel
– -$8.56M -179,979 Closed
RA
330
RFG Advisory
Alabama
– -$1.62M -32,892 Closed
VWM
331
Venturi Wealth Management
Texas
– -$1.54M -32,390 Closed
Sumitomo Mitsui Trust Group
332
Sumitomo Mitsui Trust Group
Japan
– -$1.37M -28,822 Closed
SW
333
Simplicity Wealth
New Jersey
– -$1M -21,126 Closed
TFA
334
Teamwork Financial Advisors
Texas
– -$979K -20,606 Closed
HT
335
HAP Trading
New York
– -$889K -18,715 Closed
Prudential Financial
336
Prudential Financial
New Jersey
– -$800K -17,050 Closed
Renaissance Technologies
337
Renaissance Technologies
New York
– -$447K -9,400 Closed
WWM
338
Western Wealth Management
Colorado
– -$407K -8,571 Closed
Jane Street
339
Jane Street
New York
– -$406K -8,551 Closed
OAM
340
Occidental Asset Management
California
– -$288K -6,064 Closed
SWP
341
Stratos Wealth Partners
Ohio
– -$261K -5,488 Closed
Citadel Advisors
342
Citadel Advisors
Florida
– -$258K -5,423 Closed
SW
343
SVB Wealth
Massachusetts
– -$256K -5,399 Closed
FNBT
344
FineMark National Bank & Trust
Florida
– -$238K -5,009 Closed
AFG
345
Arkansas Financial Group
Arkansas
– -$205K -4,309 Closed
AWM
346
Avondale Wealth Management
Texas
– -$190K -4,000 Closed
PTC
347
Private Trust Company
Ohio
– -$183K -3,849 Closed
MA
348
MUFG Americas
New York
– -$62K -1,301 Closed
OPW
349
Oxler Private Wealth
New York
– -$67.8K -600 Closed
HGERS
350
Householder Group Estate & Retirement Specialist
Arizona
– -$17K -366 Closed
11 12 13
14
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