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iShares Core US REIT ETF
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Overview Fund Activity

297 hedge funds and large institutions have $1.24B invested in iShares Core US REIT ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 93 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
5.02%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.32%
New
41
Increased
93
Reduced
105
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$104M
2
FEG
Fund Evaluation Group
Ohio
$18.8M
3
Bank of America
Bank of America
North Carolina
$18.4M
4
Morgan Stanley
Morgan Stanley
New York
$34M
5
HighTower Advisors
HighTower Advisors
Illinois
$15.1M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$10.2M
2
BlackRock
BlackRock
New York
$105M
3
ACM
Agincourt Capital Management
Virginia
$9.89M
4
BIP
Blueprint Investment Partners
North Carolina
$2.93M
5
FTA
Financial & Tax Architects
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
76
Veracity Capital
Georgia
$3.77M +$149K +2,791 +4%
GB
77
Gunma Bank
Japan
$3.74M +$1.07M +20,000 +40%
AWM
78
AE Wealth Management
Kansas
$3.69M -$80.3K -1,504 -2%
CL
79
COWA LLC
Oklahoma
$3.62M +$44.5K +831 +1%
HCA
80
Heck Capital Advisors
Wisconsin
$3.54M -$300K -5,624 -8%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$3.4M -$188K -3,529 -5%
TDWM
82
Topel & Distasi Wealth Management
California
$3.31M +$42.5K +796 +1%
FHB
83
First Hawaiian Bank
Hawaii
$3.28M – – –
RFN
84
RDA Financial Network
Iowa
$3.21M +$32K +599 +1%
FWM
85
Foresight Wealth Management
Utah
$3.2M -$27.3K -511 -0.8%
MFGP
86
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.01M +$552K +10,339 +22%
KBFS
87
Kohmann Bosshard Financial Services
Ohio
$2.97M -$295K -5,524 -9%
BIP
88
Blueprint Investment Partners
North Carolina
$2.93M -$8.6M -161,141 -75%
PP
89
Prosperity Planning
Missouri
$2.83M +$2.83M +47,536 New
SWM
90
SigFig Wealth Management
California
$2.81M -$142K -2,267 -5%
RJA
91
Raymond James & Associates
Florida
$2.69M +$43K +805 +2%
HFS
92
Horizon Financial Services
North Carolina
$2.32M -$61.9K -1,159 -3%
WCM
93
Windsor Capital Management
Arizona
$2.29M +$27.1K +507 +1%
Prudential Financial
94
Prudential Financial
New Jersey
$2.28M +$44.8K +834 +2%
BPM
95
Bowling Portfolio Management
Ohio
$2.24M +$90.3K +1,690 +4%
BFA
96
Brown Financial Advisory
Alabama
$2.21M -$47.7K -894 -2%
PCM
97
Piedmont Capital Management
Montana
$2.17M -$534 -10 -0%
FIM
98
Freedom Investment Management
Connecticut
$2.14M -$299K -5,592 -12%
BAM
99
Belpointe Asset Management
Nevada
$2.08M -$2.59M -48,522 -55%
CWM
100
CarsonAllaria Wealth Management
Illinois
$1.99M -$73.6K -1,379 -4%
2 3
4
5 6