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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 %
VC
76
Veracity Capital
Georgia
$4.38M -$920K -14,222 -17%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$4.34M -$548K -8,476 -11%
CL
78
COWA LLC
Oklahoma
$4.33M +$277K +4,259 +7%
PF
79
Phoenix Financial
Israel
$4.14M +$4.14M +64,000 New
EWM
80
Executive Wealth Management
Michigan
$4.11M -$102K -1,583 -2%
RVPG
81
Relative Value Partners Group
$4.04M +$258K +3,996 +7%
FHB
82
First Hawaiian Bank
Hawaii
$3.97M – – –
TDWM
83
Topel & Distasi Wealth Management
California
$3.96M -$120K -1,860 -3%
KBFS
84
Kohmann Bosshard Financial Services
Ohio
$3.95M +$360K +5,575 +10%
FWM
85
Foresight Wealth Management
Utah
$3.91M -$59.5K -920 -1%
RFN
86
RDA Financial Network
Iowa
$3.85M +$45K +696 +1%
MFT
87
Moisand Fitzgerald Tamayo
Florida
$3.44M -$1.8M -27,866 -34%
PP
88
Prosperity Planning
Missouri
$3.36M -$3.21M – –
GB
89
Gunma Bank
Japan
$3.23M +$3.23M +50,000 New
RJA
90
Raymond James & Associates
Florida
$3.2M +$2.91M +45,093 +1,019%
AWS
91
Atria Wealth Solutions
New York
$3.05M +$3.05M +47,074 New
MFGP
92
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.98M +$256K +3,959 +9%
FIM
93
Freedom Investment Management
Connecticut
$2.95M -$298K -4,602 -9%
SWM
94
SigFig Wealth Management
California
$2.9M -$220K -3,569 -7%
HFS
95
Horizon Financial Services
North Carolina
$2.88M +$308K +4,761 +12%
WCM
96
Windsor Capital Management
Arizona
$2.74M -$3.75K -58 -0.1%
BFA
97
Brown Financial Advisory
Alabama
$2.73M -$72.9K -1,128 -3%
PWA
98
Peterson Wealth Advisors
Utah
$2.7M -$81.8K -1,265 -3%
Prudential Financial
99
Prudential Financial
New Jersey
$2.69M +$1.6M +24,716 +146%
PCM
100
Piedmont Capital Management
Montana
$2.65M +$96.2K +1,471 +4%
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4
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