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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 %
Legacy Financial Group (Iowa)
51
Legacy Financial Group (Iowa)
Iowa
$8.24M +$1.73M +26,750 +27%
Osaic Holdings
52
Osaic Holdings
Arizona
$8.11M +$1.08M +16,739 +15%
Creative Planning
53
Creative Planning
Kansas
$8.09M -$845K -13,065 -9%
CM
54
Cornerstone Management
Georgia
$8.08M +$148K +2,284 +2%
MWM
55
Merriman Wealth Management
Washington
$7.83M -$456K -7,050 -6%
MGIA
56
Moneta Group Investment Advisors
Missouri
$7.8M -$80.7K -1,248 -1%
FA
57
Fiducient Advisors
Illinois
$7.76M -$47.7M -737,868 -86%
MPA
58
Marvin & Palmer Associates
Delaware
$7.61M -$208K -3,213 -3%
Goldman Sachs
59
Goldman Sachs
New York
$7.04M +$2.71M +41,852 +62%
Wells Fargo
60
Wells Fargo
California
$7.04M +$741K +11,464 +12%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$6.89M +$6.89M +105,000 New
CFS
62
Cannon Financial Strategists
Georgia
$6.28M -$81.5K -1,260 -1%
PA
63
Procyon Advisors
Connecticut
$6.15M +$719K +11,114 +13%
SPWM
64
Spartan Planning & Wealth Management
North Carolina
$6.1M +$6.1M +94,390 New
PPA
65
Parametric Portfolio Associates
Washington
$5.85M +$965K +14,926 +20%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$5.81M +$414K +6,404 +8%
FMWA
67
Forvis Mazars Wealth Advisors
Missouri
$5.75M +$5.46M +84,447 +1,903%
BAM
68
Belpointe Asset Management
Nevada
$5.66M -$6.82M -105,442 -55%
PAM
69
Peninsula Asset Management
Florida
$5.65M +$9.38K +145 +0.2%
CA
70
Cambridge Associates
Massachusetts
$5.18M +$5.18M +80,120 New
VWA
71
Visionary Wealth Advisors
Illinois
$4.81M +$4.81M +74,432 New
SFG
72
StrategIQ Financial Group
Indiana
$4.77M -$63.4K -980 -1%
HCA
73
Heck Capital Advisors
Wisconsin
$4.65M +$1M +15,492 +27%
RA
74
Rodgers & Associates
Pennsylvania
$4.58M -$74K -1,145 -2%
AWM
75
AE Wealth Management
Kansas
$4.57M +$2.12M +32,741 +86%
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