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iShares Core US REIT ETF
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Overview Fund Activity

286 hedge funds and large institutions have $1.79B invested in iShares Core US REIT ETF in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 98 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+52
Holders Change %
+22.22%
% of All Funds
4.42%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
76
Increased
98
Reduced
73
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$235M
2
US Bancorp
US Bancorp
Minnesota
$37.8M
3
Bank of America
Bank of America
North Carolina
$25.6M
4
CCM
Coldstream Capital Management
Washington
$12.1M
5
TFA
TPG Financial Advisors
Oregon
$10.5M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
$0
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
3
CSIA
Charles Schwab Investment Advisory
California
$104M
4
GB
Gunma Bank
Japan
$0
5
DIA
Davidson Investment Advisors
Montana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
26
Rockbridge Investment Management
New York
$14.3M +$389K +5,751 +3%
CA
27
CoreCap Advisors
Michigan
$14.1M +$14.1M +209,026 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$13.4M +$978K +14,464 +8%
BFG
29
Barber Financial Group
Kansas
$13.2M -$102K -1,514 -0.8%
BAM
30
Belpointe Asset Management
Nevada
$13M +$3.09M +45,708 +31%
USCWA
31
U.S. Capital Wealth Advisors
Texas
$12.4M +$501K +7,413 +4%
MWM
32
MBE Wealth Management
Wisconsin
$12.3M +$207K +3,065 +2%
CCM
33
Coldstream Capital Management
Washington
$12.1M +$12.1M +178,749 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$12M +$2.19M +32,430 +22%
CWM
35
Congress Wealth Management
Massachusetts
$11M +$11M +162,955 New
EFL
36
ERn Financial LLC
Wisconsin
$10.8M -$13.4K -198 -0.1%
BWM
37
Biltmore Wealth Management
Arizona
$10.7M -$181K -2,683 -2%
LPL Financial
38
LPL Financial
California
$10.7M +$2.69M +39,725 +33%
TFA
39
TPG Financial Advisors
Oregon
$10.5M +$10.5M +155,451 New
CST
40
Charles Schwab Trust
Nevada
$10.4M +$7.47M +110,544 +253%
FFA
41
Fi3 Financial Advisors
Indiana
$9.96M +$1.26M +18,675 +15%
CAM
42
Congress Asset Management
Massachusetts
$9.74M +$9.74M +144,091 New
HighTower Advisors
43
HighTower Advisors
Illinois
$9.68M +$1.89M +27,930 +24%
TA
44
Tectonic Advisors
Texas
$9.42M -$309K -4,577 -3%
Creative Planning
45
Creative Planning
Kansas
$9.34M +$287K +4,242 +3%
PFA
46
Pure Financial Advisors
California
$9.08M -$1.13M -16,751 -11%
PFM
47
Phillips Financial Management
Indiana
$8.83M +$611K +9,037 +7%
CG
48
Colony Group
Massachusetts
$8.8M +$93K +1,376 +1%
Lido Advisors
49
Lido Advisors
California
$8.74M +$1.07M +15,790 +14%
MWM
50
Merriman Wealth Management
Washington
$8.66M +$8.66M +128,108 New
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