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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 %
BPM
101
Bowling Portfolio Management
Ohio
$2.6M +$247K +3,817 +10%
RIM
102
Rakuten Investment Management
Japan
$2.59M +$1.76M +26,795 +212%
CWM
103
CarsonAllaria Wealth Management
Illinois
$2.5M -$228K -3,534 -8%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$2.42M +$1.86M +28,836 +336%
State Street
105
State Street
Massachusetts
$2.37M -$743K -11,500 -24%
Cerity Partners
106
Cerity Partners
New York
$2.25M +$2.25M +34,720 New
SW
107
Simplicity Wealth
New Jersey
$2.24M -$2.53M -39,096 -53%
MAWAG
108
Mid-American Wealth Advisory Group
Missouri
$2.21M +$2.21M +34,215 New
IWN
109
Independent Wealth Network
Iowa
$2.11M -$4.46K -69 -0.2%
MCM
110
MAI Capital Management
Ohio
$2.1M -$1.88K -29 -0.1%
EWA
111
Exencial Wealth Advisors
Oklahoma
$1.96M +$74.7K +1,156 +4%
EH
112
Equitable Holdings
New York
$1.81M -$124K -1,920 -6%
Nomura Asset Management
113
Nomura Asset Management
Japan
$1.79M -$1.64M -25,350 -48%
HT
114
HAP Trading
New York
$1.73M -$1.3M -20,051 -43%
MUAMU
115
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.7M -$2.31M -35,800 -58%
FFA
116
Fi3 Financial Advisors
Indiana
$1.65M -$7.87M -121,823 -83%
AWM
117
Apollon Wealth Management
South Carolina
$1.59M -$204K -3,152 -11%
AF
118
Allworth Financial
California
$1.58M -$207K -3,204 -12%
1IA
119
1834 Investment Advisors
Wisconsin
$1.54M – – –
IWP
120
IAG Wealth Partners
Wisconsin
$1.54M -$24.6K -381 -2%
JCM
121
J2 Capital Management
Michigan
$1.52M -$73.3K -1,133 -5%
Truist Financial
122
Truist Financial
North Carolina
$1.5M +$652K +10,091 +77%
RJFSA
123
Raymond James Financial Services Advisors
Florida
$1.5M -$140K -2,162 -9%
RW
124
RVW Wealth
California
$1.46M – – –
BCI
125
Brinker Capital Investments
Pennsylvania
$1.41M +$110K +1,695 +8%
3 4
5
6 7