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iShares Core US REIT ETF
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Overview Fund Activity

320 hedge funds and large institutions have $1.2B invested in iShares Core US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-5
Holders Change %
-1.54%
% of All Funds
5.12%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
34
Increased
115
Reduced
105
Closed
29
Calls
$632K
Puts
$2.37M
Net Calls
-$1.74M
Net Calls Change
-$8.66M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$63.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$13.4M
3
BlackRock
BlackRock
New York
$98.1M
4
PF
Phoenix Financial
Israel
$7.78M
5
CST
Charles Schwab Trust
Nevada
$21.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.43M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$11.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$48.6M
4
UBS Group
UBS Group
Switzerland
$7.99M
5
PCH
PGIM Custom Harvest
New Jersey
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
MBE Wealth Management
Wisconsin
$11M +$1.58M +31,364 +17%
RIM
27
Rakuten Investment Management
Japan
$10.6M +$2.36M +47,900 +29%
ACM
28
Agincourt Capital Management
Virginia
$9.76M +$197K +3,900 +2%
PFM
29
Phillips Financial Management
Indiana
$9.59M +$167K +3,304 +2%
Bank of America
30
Bank of America
North Carolina
$9.43M -$38.3M -760,891 -80%
PFA
31
Pure Financial Advisors
California
$9.23M +$231K +4,593 +3%
BWM
32
Biltmore Wealth Management
Arizona
$8.65M +$420K +8,341 +5%
LPL Financial
33
LPL Financial
California
$8.53M -$42.9K -852 -0.5%
TA
34
Tectonic Advisors
Texas
$8.39M +$261K +5,176 +3%
Lido Advisors
35
Lido Advisors
California
$8.04M +$438K +8,681 +6%
UBS Group
36
UBS Group
Switzerland
$7.99M -$4.99M -99,056 -38%
PF
37
Phoenix Financial
Israel
$7.78M +$7.78M +154,429 New
TFA
38
TPG Financial Advisors
Oregon
$7.75M +$902K +17,901 +13%
HFS
39
Heritage Financial Services
Massachusetts
$7.62M +$1.01M +19,949 +15%
EFL
40
ERn Financial LLC
Wisconsin
$7.25M +$463K +9,180 +7%
RA
41
Rodgers & Associates
Pennsylvania
$7.14M +$417K +8,279 +6%
PCH
42
PGIM Custom Harvest
New Jersey
$6.69M -$4.89M -96,961 -42%
CFS
43
Cannon Financial Strategists
Georgia
$6.4M +$659K +13,070 +11%
WWM
44
Wiser Wealth Management
Georgia
$6.39M +$434K +8,620 +7%
CM
45
Cornerstone Management
Georgia
$6.3M +$397K +7,874 +7%
BFG
46
Barber Financial Group
Kansas
$6.1M -$1.13M -22,507 -16%
VC
47
Veracity Capital
Georgia
$5.92M +$1.46M +28,880 +33%
Creative Planning
48
Creative Planning
Kansas
$5.8M -$165K -3,275 -3%
CWM
49
Congress Wealth Management
Massachusetts
$5.65M -$278K -5,519 -5%
PA
50
Procyon Advisors
Connecticut
$5.57M +$168K +3,328 +3%
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