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iShares Core US REIT ETF
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Overview Fund Activity

292 hedge funds and large institutions have $1.66B invested in iShares Core US REIT ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+6
Holders Change %
+2.1%
% of All Funds
4.62%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
42
Increased
99
Reduced
107
Closed
33
Calls
–
Puts
$226K
Net Calls
-$226K
Net Calls Change
-$226K

Top Buyers

1
FEG
Fund Evaluation Group
Ohio
$135M
2
AC
Allstate Corporation
Illinois
$16.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$6.89M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
$5.75M
5
CA
Cambridge Associates
Massachusetts
$5.18M

Top Sellers

1
BlackRock
BlackRock
New York
$140M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$38.9M
3
FA
Fiducient Advisors
Illinois
$7.76M
4
Victory Capital Management
Victory Capital Management
Texas
$30.2M
5
Bank of America
Bank of America
North Carolina
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIP
26
Blueprint Investment Partners
North Carolina
$14M -$1.89M -29,199 -12%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$13.7M +$911K +14,084 +7%
CA
28
CoreCap Advisors
Michigan
$13.1M -$457K -7,064 -3%
HFS
29
Heritage Financial Services
Massachusetts
$12.1M -$2.15M -33,239 -15%
Bank of America
30
Bank of America
North Carolina
$11.9M -$12.6M -194,469 -51%
BFG
31
Barber Financial Group
Kansas
$11.9M -$698K -10,790 -6%
CCM
32
Coldstream Capital Management
Washington
$11.3M -$270K -4,180 -2%
USCWA
33
U.S. Capital Wealth Advisors
Texas
$11.1M -$726K -11,228 -6%
HighTower Advisors
34
HighTower Advisors
Illinois
$10.9M +$1.67M +25,875 +18%
LPL Financial
35
LPL Financial
California
$10.7M +$475K +7,345 +5%
CST
36
Charles Schwab Trust
Nevada
$10.4M +$400K +6,186 +4%
BWM
37
Biltmore Wealth Management
Arizona
$10.2M -$29.5K -456 -0.3%
CWM
38
Congress Wealth Management
Massachusetts
$10.2M -$346K -5,345 -3%
Lido Advisors
39
Lido Advisors
California
$9.86M +$1.49M +22,981 +18%
EFL
40
ERn Financial LLC
Wisconsin
$9.71M -$632K -9,769 -6%
CAM
41
Congress Asset Management
Massachusetts
$9.7M +$384K +5,945 +4%
TFA
42
TPG Financial Advisors
Oregon
$9.56M -$493K -7,632 -5%
PFM
43
Phillips Financial Management
Indiana
$9.42M +$966K +14,941 +11%
MWM
44
MBE Wealth Management
Wisconsin
$9.18M -$2.54M -39,221 -22%
TA
45
Tectonic Advisors
Texas
$9.01M – – –
UBS Group
46
UBS Group
Switzerland
$8.67M +$1.47M +22,742 +20%
CG
47
Colony Group
Massachusetts
$8.66M +$249K +3,856 +3%
PFA
48
Pure Financial Advisors
California
$8.65M -$39.1K -604 -0.4%
FTA
49
Financial & Tax Architects
Missouri
$8.34M +$2.13M +32,995 +34%
MHS
50
M Holdings Securities
Oregon
$8.31M +$8.31M +128,572 New
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