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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 %
OH
326
Oikos Holdings
New York
– -$13.4M -265,652 Closed
BAM
327
Belpointe Asset Management
Nevada
– -$3.86M -76,547 Closed
SWG
328
Summit Wealth Group
Vermont
– -$1K -63,806 Closed
MHS
329
M Holdings Securities
Oregon
– -$3.12M -61,966 Closed
JWCA
330
J.W. Cole Advisors
Florida
– -$1M -19,886 Closed
AWS
331
AJ Wealth Strategies
New York
– -$565K -11,212 Closed
FCA
332
Fortis Capital Advisors
Kansas
– -$504K -10,000 Closed
WWM
333
WT Wealth Management
Arizona
– -$488K -9,691 Closed
Belvedere Trading
334
Belvedere Trading
Illinois
– -$466K -9,250 Closed
TI
335
Trexquant Investment
Connecticut
– -$307K -6,100 Closed
TAM
336
Tocqueville Asset Management
New York
– -$275K -5,450 Closed
SPC
337
Sigma Planning Corp
Michigan
– -$251K -4,974 Closed
LWMNY
338
Landmark Wealth Management (New York)
New York
– -$243K -4,822 Closed
UCFA
339
United Capital Financial Advisors
Texas
– -$241K -4,784 Closed
TCWM
340
Total Clarity Wealth Management
Illinois
– -$227K -4,495 Closed
MMA
341
Miracle Mile Advisors
California
– -$226K -4,483 Closed
ECG
342
Edge Capital Group
Georgia
– -$224K -4,443 Closed
BTI
343
Blue Trust Inc
Georgia
– -$218K -4,415 Closed
PCM
344
Penserra Capital Management
California
– -$219K -4,355 Closed
IWM
345
IHT Wealth Management
Illinois
– -$207K -4,113 Closed
WWM
346
Western Wealth Management
Colorado
– -$201K -3,998 Closed
OCM
347
Orion Capital Management
California
– -$75.6K -1,500 Closed
CHC
348
City Holding Co
West Virginia
– -$73.1K -1,450 Closed
CSPAM
349
Cary Street Partners Asset Management
Virginia
– -$68.1K -1,351 Closed
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
– -$63.7K -1,263 Closed
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