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iShares Core US REIT ETF
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Overview Fund Activity

320 hedge funds and large institutions have $1.2B invested in iShares Core US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-5
Holders Change %
-1.54%
% of All Funds
5.12%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
34
Increased
115
Reduced
105
Closed
29
Calls
$632K
Puts
$2.37M
Net Calls
-$1.74M
Net Calls Change
-$8.66M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$63.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$13.4M
3
BlackRock
BlackRock
New York
$98.1M
4
PF
Phoenix Financial
Israel
$7.78M
5
CST
Charles Schwab Trust
Nevada
$21.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.43M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$11.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$48.6M
4
UBS Group
UBS Group
Switzerland
$7.99M
5
PCH
PGIM Custom Harvest
New Jersey
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
76
RDA Financial Network
Iowa
$2.89M -$100K -1,986 -3%
PP
77
Prosperity Planning
Missouri
$2.87M +$198K +3,938 +7%
FFA
78
Fi3 Financial Advisors
Indiana
$2.82M +$72.7K +1,443 +3%
AC
79
AWM Capital
Arizona
$2.75M +$194K +3,856 +8%
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$2.7M -$81.2K -1,611 -3%
State Street
81
State Street
Massachusetts
$2.54M +$237K +4,700 +10%
PCM
82
Piedmont Capital Management
Montana
$2.46M +$34.7K +697 +1%
WCM
83
Windsor Capital Management
Arizona
$2.44M +$192K +3,809 +9%
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$2.44M +$887K +17,605 +57%
SWM
85
SigFig Wealth Management
California
$2.38M -$188K -3,189 -7%
BEC
86
Blue Edge Capital
Virginia
$2.35M +$745K +14,781 +46%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$2.32M +$2.13M +42,353 +1,132%
3IP
88
3Chopt Investment Partners
Virginia
$2.23M +$262K +5,194 +13%
GC
89
Garde Capital
Washington
$2.23M – – –
KBFS
90
Kohmann Bosshard Financial Services
Ohio
$2.17M +$4.59K +91 +0.2%
MNBTD
91
Moody National Bank Trust Division
Texas
$2.04M -$74.8K -1,485 -4%
FIM
92
Freedom Investment Management
Connecticut
$2.04M +$264K +5,234 +15%
SAM
93
Securian Asset Management
Minnesota
$1.94M – – –
BFA
94
Brown Financial Advisory
Alabama
$1.82M -$213K -4,219 -10%
IWN
95
Independent Wealth Network
Iowa
$1.78M +$6.6K +131 +0.4%
CWM
96
CarsonAllaria Wealth Management
Illinois
$1.77M -$72.3K -1,435 -4%
TC
97
Telemus Capital
Michigan
$1.75M +$928K +18,420 +113%
EWA
98
Exencial Wealth Advisors
Oklahoma
$1.67M -$9.68K -192 -0.6%
HFS
99
Horizon Financial Services
North Carolina
$1.58M -$82.4K -1,635 -5%
DWM
100
Drive Wealth Management
Utah
$1.4M -$79.8K -1,583 -5%
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4
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