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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 %
CM
51
Cornerstone Management
Georgia
$8.3M -$406K -6,007 -5%
MGIA
52
Moneta Group Investment Advisors
Missouri
$8.24M -$259K -3,828 -3%
MPA
53
Marvin & Palmer Associates
Delaware
$8.18M +$8.18M +120,980 New
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$8.01M +$4.98M +73,700 +165%
UBS Group
55
UBS Group
Switzerland
$7.53M +$3.6M +53,237 +92%
Osaic Holdings
56
Osaic Holdings
Arizona
$7.33M -$244K -3,610 -3%
CFS
57
Cannon Financial Strategists
Georgia
$6.65M +$119K +1,761 +2%
Legacy Financial Group (Iowa)
58
Legacy Financial Group (Iowa)
Iowa
$6.64M -$287K -4,355 -4%
Wells Fargo
59
Wells Fargo
California
$6.59M +$1.14M +16,794 +21%
FTA
60
Financial & Tax Architects
Missouri
$6.49M +$1.29M +19,046 +25%
PAM
61
Peninsula Asset Management
Florida
$5.9M -$221K -3,266 -4%
PA
62
Procyon Advisors
Connecticut
$5.68M -$1.47M -21,760 -21%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$5.64M -$144K -2,131 -2%
VC
64
Veracity Capital
Georgia
$5.54M +$552K +8,170 +11%
Ameriprise
65
Ameriprise
Minnesota
$5.52M +$1.13M +16,925 +26%
MFT
66
Moisand Fitzgerald Tamayo
Florida
$5.48M -$287K -4,253 -5%
IA
67
Inspire Advisors
Idaho
$5.37M -$2.59M -38,290 -33%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$5.11M +$759K +11,227 +17%
PPA
69
Parametric Portfolio Associates
Washington
$5.11M -$34.7K -513 -0.7%
SFG
70
StrategIQ Financial Group
Indiana
$5.06M -$2.03K -30 -0%
SW
71
Simplicity Wealth
New Jersey
$4.98M +$4.98M +73,720 New
RA
72
Rodgers & Associates
Pennsylvania
$4.87M -$52.9K -782 -1%
Goldman Sachs
73
Goldman Sachs
New York
$4.54M +$220K +3,259 +5%
EWM
74
Executive Wealth Management
Michigan
$4.41M -$65.4K -968 -1%
TDWM
75
Topel & Distasi Wealth Management
California
$4.27M +$4.27M +63,101 New
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