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iShares Core US REIT ETF
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Overview Fund Activity

297 hedge funds and large institutions have $1.08B invested in iShares Core US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 103 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
–
Holders Change %
0%
% of All Funds
5.14%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.28%
New
39
Increased
97
Reduced
103
Closed
36
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$112M
2
CST
Charles Schwab Trust
Nevada
$15M
3
PF
Phoenix Financial
Israel
$8.56M
4
SRSA
S.R. Schill & Associates
Washington
$15.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.16M

Top Sellers

1
PA
Parallel Advisors
California
$3.77M
2
HighTower Advisors
HighTower Advisors
Illinois
$1.31M
3
Victory Capital Management
Victory Capital Management
Texas
$0
4
BlackRock
BlackRock
New York
$84.7M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
76
Fiducient Advisors
Illinois
$3.15M -$2.1M -44,305 -40%
Schroder Investment Management Group
77
Schroder Investment Management Group
United Kingdom
$3.09M -$1.9M -40,000 -38%
HCA
78
Heck Capital Advisors
Wisconsin
$3.03M -$117K -2,455 -4%
MFGP
79
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.93M +$246K +5,172 +9%
FHB
80
First Hawaiian Bank
Hawaii
$2.92M – – –
RFN
81
RDA Financial Network
Iowa
$2.8M -$54.6K -1,149 -2%
BIP
82
Blueprint Investment Partners
North Carolina
$2.79M +$181K +3,810 +7%
SWM
83
SigFig Wealth Management
California
$2.76M -$62.9K -997 -2%
FWM
84
Foresight Wealth Management
Utah
$2.76M -$90.7K -1,909 -3%
AC
85
AWM Capital
Arizona
$2.56M +$1.82M +35,903 +245%
PP
86
Prosperity Planning
Missouri
$2.51M +$256K +5,398 +11%
MNBTD
87
Moody National Bank Trust Division
Texas
$2.46M +$2.46M +51,782 New
CL
88
COWA LLC
Oklahoma
$2.37M -$845K -17,757 -26%
RJA
89
Raymond James & Associates
Florida
$2.33M -$65.1K -1,370 -3%
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$2.31M +$626K +13,181 +37%
PCM
91
Piedmont Capital Management
Montana
$2.21M +$279K +5,839 +14%
WCM
92
Windsor Capital Management
Arizona
$2.09M +$56.9K +1,199 +3%
BFA
93
Brown Financial Advisory
Alabama
$2.08M +$120K +2,519 +6%
KBFS
94
Kohmann Bosshard Financial Services
Ohio
$2.02M -$623K -13,109 -24%
BPM
95
Bowling Portfolio Management
Ohio
$1.91M -$78.1K -1,645 -4%
HFS
96
Horizon Financial Services
North Carolina
$1.91M -$147K -3,087 -7%
MCM
97
MAI Capital Management
Ohio
$1.78M +$275K +5,783 +18%
FIM
98
Freedom Investment Management
Connecticut
$1.77M -$132K -2,771 -7%
CWM
99
CarsonAllaria Wealth Management
Illinois
$1.74M -$29.8K -627 -2%
SAM
100
Securian Asset Management
Minnesota
$1.67M +$105K +2,213 +7%
2 3
4
5 6