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iShares Core US REIT ETF
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Overview Fund Activity

325 hedge funds and large institutions have $1.24B invested in iShares Core US REIT ETF in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 122 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+28
Holders Change %
+9.43%
% of All Funds
5.24%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
67
Increased
122
Reduced
82
Closed
32
Calls
$6.92M
Puts
$3K
Net Calls
+$6.92M
Net Calls Change
+$6.93M

Top Buyers

1
FA
Fiducient Advisors
Illinois
$34.5M
2
Bank of America
Bank of America
North Carolina
$46.9M
3
US Bancorp
US Bancorp
Minnesota
$51.3M
4
HighTower Advisors
HighTower Advisors
Illinois
$18.7M
5
OH
Oikos Holdings
New York
$17.3M

Top Sellers

1
AC
Allstate Corporation
Illinois
$0
2
PF
Phoenix Financial
Israel
$0
3
CG
Colony Group
Massachusetts
$384K
4
EIG
Ellenbecker Investment Group
Wisconsin
$13.5M
5
CA
CoreCap Advisors
Michigan
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
76
First Hawaiian Bank
Hawaii
$3.04M – – –
HCA
77
Heck Capital Advisors
Wisconsin
$3.03M -$123K -2,496 -4%
Goldman Sachs
78
Goldman Sachs
New York
$3.02M -$623K -12,605 -17%
RFN
79
RDA Financial Network
Iowa
$2.93M +$10.8K +219 +0.4%
CW
80
CIC Wealth
Maryland
$2.82M +$2.82M +56,990 New
PP
81
Prosperity Planning
Missouri
$2.81M – – –
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$2.73M +$328K +6,632 +14%
FFA
83
Fi3 Financial Advisors
Indiana
$2.7M +$1.82M +36,781 +207%
SWM
84
SigFig Wealth Management
California
$2.66M -$20.4K -333 -0.8%
AC
85
AWM Capital
Arizona
$2.51M +$10K +203 +0.4%
PCM
86
Piedmont Capital Management
Montana
$2.41M +$113K +2,285 +5%
NW
87
Naviter Wealth
Arkansas
$2.33M +$2.33M +43,776 New
State Street
88
State Street
Massachusetts
$2.25M +$1.6M +32,400 +245%
WCM
89
Windsor Capital Management
Arizona
$2.21M +$29.8K +603 +1%
GC
90
Garde Capital
Washington
$2.19M +$560K +11,325 +34%
AAS
91
Avantax Advisory Services
Texas
$2.13M +$1.85M +37,486 +659%
KBFS
92
Kohmann Bosshard Financial Services
Ohio
$2.13M +$29.3K +592 +1%
Northern Trust
93
Northern Trust
Illinois
$2.08M +$749K +15,156 +56%
MNBTD
94
Moody National Bank Trust Division
Texas
$2.07M -$487K -9,839 -19%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$2M +$1.84M +37,184 +1,149%
BFA
96
Brown Financial Advisory
Alabama
$1.99M -$175K -3,541 -8%
3IP
97
3Chopt Investment Partners
Virginia
$1.93M +$1.93M +39,032 New
SAM
98
Securian Asset Management
Minnesota
$1.9M +$163K +3,300 +9%
CWM
99
CarsonAllaria Wealth Management
Illinois
$1.81M -$7.17K -145 -0.4%
AWM
100
AE Wealth Management
Kansas
$1.77M -$2.75M -55,711 -61%
2 3
4
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