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

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$0
2
PF
2
Phoenix Financial
Israel
$0
3
CG
3
Colony Group
Massachusetts
$384K
4
EIG
4
Ellenbecker Investment Group
Wisconsin
$13.5M
5
CA
5
CoreCap Advisors
Michigan
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
101
Freedom Investment Management
Connecticut
$1.74M -$105K -2,120 -6%
IWN
102
Independent Wealth Network
Iowa
$1.74M +$54.4K +1,100 +3%
EWA
103
Exencial Wealth Advisors
Oklahoma
$1.65M +$201K +4,061 +14%
HFS
104
Horizon Financial Services
North Carolina
$1.63M -$362K -7,327 -18%
RJA
105
Raymond James & Associates
Florida
$1.62M -$801K -16,197 -33%
BEC
106
Blue Edge Capital
Virginia
$1.58M +$1.58M +31,908 New
MML Investors Services
107
MML Investors Services
Massachusetts
$1.56M +$741K +14,979 +90%
IA
108
IFP Advisors
Florida
$1.56M +$59.1K +1,120 +4%
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$1.52M +$985K +19,912 +183%
CL
110
COWA LLC
Oklahoma
$1.5M -$964K -19,498 -39%
DWM
111
Drive Wealth Management
Utah
$1.45M +$1.45M +29,315 New
PWA
112
Peterson Wealth Advisors
Utah
$1.42M -$203K -4,099 -13%
PA
113
Parallel Advisors
California
$1.41M -$2.51M -50,697 -64%
AIM
114
Allen Investment Management
New York
$1.35M -$2.6M -52,530 -66%
PFO
115
Pathstone Family Office
New Jersey
$1.28M +$402K +6,888 +46%
Truist Financial
116
Truist Financial
North Carolina
$1.24M -$317K -6,412 -20%
EH
117
Equitable Holdings
New York
$1.23M +$14.8K +300 +1%
TPCW
118
TD Private Client Wealth
New York
$1.16M +$224K +4,535 +24%
SPWM
119
Spartan Planning & Wealth Management
North Carolina
$1.16M -$434K -8,776 -27%
JPMPWA
120
J.P. Morgan Private Wealth Advisors
California
$1.13M +$1.13M +22,928 New
RW
121
RVW Wealth
California
$1.12M -$1.93K -39 -0.2%
AF
122
Allworth Financial
California
$1.07M -$167K -3,383 -14%
AFP
123
Alpha Financial Partners
Kentucky
$1.04M +$1.04M +20,968 New
1IA
124
1834 Investment Advisors
Wisconsin
$1.01M -$128K -2,596 -11%
JWCA
125
J.W. Cole Advisors
Florida
$993K +$55.3K +1,118 +6%
3 4
5
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