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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 %
CL
76
COWA LLC
Oklahoma
$4.23M +$1.19M +17,594 +39%
MUAMU
77
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.2M – – –
FHB
78
First Hawaiian Bank
Hawaii
$4.15M – – –
FWM
79
Foresight Wealth Management
Utah
$4.15M +$3.25K +48 +0.1%
RFN
80
RDA Financial Network
Iowa
$3.98M +$157K +2,329 +4%
RVPG
81
Relative Value Partners Group
$3.95M +$843K +12,477 +27%
HCA
82
Heck Capital Advisors
Wisconsin
$3.81M -$317K -4,695 -8%
KBFS
83
Kohmann Bosshard Financial Services
Ohio
$3.75M -$14K -207 -0.4%
Nomura Asset Management
84
Nomura Asset Management
Japan
$3.59M +$3.59M +53,100 New
FIM
85
Freedom Investment Management
Connecticut
$3.4M +$59.7K +884 +2%
State Street
86
State Street
Massachusetts
$3.25M -$311K -4,600 -9%
PP
87
Prosperity Planning
Missouri
$3.21M -$2.66M – –
HT
88
HAP Trading
New York
$3.17M +$3.17M +46,834 New
SWM
89
SigFig Wealth Management
California
$3.09M -$164K -2,683 -5%
BFA
90
Brown Financial Advisory
Alabama
$2.93M -$53.6K -793 -2%
PWA
91
Peterson Wealth Advisors
Utah
$2.9M -$434K -6,417 -13%
WCM
92
Windsor Capital Management
Arizona
$2.87M +$114K +1,689 +4%
CWM
93
CarsonAllaria Wealth Management
Illinois
$2.85M +$2.85M +42,205 New
MFGP
94
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.85M +$329K +4,860 +13%
HFS
95
Horizon Financial Services
North Carolina
$2.69M +$377K +5,578 +16%
PCM
96
Piedmont Capital Management
Montana
$2.64M -$44.9K -664 -2%
AWM
97
AE Wealth Management
Kansas
$2.56M +$577K +8,536 +29%
BPM
98
Bowling Portfolio Management
Ohio
$2.46M -$199K -2,940 -7%
IWN
99
Independent Wealth Network
Iowa
$2.21M +$46.7K +691 +2%
MCM
100
MAI Capital Management
Ohio
$2.19M +$1.11M +16,447 +103%
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