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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 %
PWA
101
Peterson Wealth Advisors
Utah
$1.92M -$311K -5,827 -14%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$1.89M +$1.89M +35,423 New
SAM
103
Securian Asset Management
Minnesota
$1.76M +$1.76M +32,970 New
IWN
104
Independent Wealth Network
Iowa
$1.74M +$2.4K +45 +0.1%
MCM
105
MAI Capital Management
Ohio
$1.69M -$38.7K -725 -2%
EWA
106
Exencial Wealth Advisors
Oklahoma
$1.6M -$19.4K -363 -1%
Truist Financial
107
Truist Financial
North Carolina
$1.59M +$351K +6,570 +28%
SPWM
108
Spartan Planning & Wealth Management
North Carolina
$1.53M -$3.51M -65,737 -70%
FFA
109
Fi3 Financial Advisors
Indiana
$1.49M +$127K +2,386 +9%
Northern Trust
110
Northern Trust
Illinois
$1.42M +$1.42M +26,504 New
MUAMU
111
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.4M – – –
EH
112
Equitable Holdings
New York
$1.35M -$139K -2,600 -9%
AF
113
Allworth Financial
California
$1.34M +$33.2K +622 +3%
TFA
114
Teamwork Financial Advisors
Texas
$1.31M +$1.06M +19,767 +421%
OMC
115
Old Mission Capital
Illinois
$1.26M +$922K +17,277 +271%
ACM
116
AlphaStar Capital Management
North Carolina
$1.26M +$122K +2,280 +11%
JCM
117
J2 Capital Management
Michigan
$1.25M -$8.22K -154 -0.7%
1IA
118
1834 Investment Advisors
Wisconsin
$1.23M -$49.2K -921 -4%
RW
119
RVW Wealth
California
$1.21M – – –
AWM
120
Apollon Wealth Management
South Carolina
$1.18M -$131K -2,458 -10%
SW
121
Simplicity Wealth
New Jersey
$1.12M -$732K -13,705 -40%
RBC
122
Roble Belko & Company
Pennsylvania
$1.1M +$365K +6,843 +50%
MA
123
MAS Advisors
Florida
$1.08M +$20.8K +389 +2%
BCI
124
Brinker Capital Investments
Pennsylvania
$1.07M -$98.2K -1,838 -8%
JWCA
125
J.W. Cole Advisors
Florida
$1.07M -$37.9K -710 -3%
3 4
5
6 7