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iShares Core US REIT ETF
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Overview Fund Activity

286 hedge funds and large institutions have $1.79B invested in iShares Core US REIT ETF in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 98 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+52
Holders Change %
+22.22%
% of All Funds
4.42%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
76
Increased
98
Reduced
73
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$235M
2
US Bancorp
US Bancorp
Minnesota
$37.8M
3
Bank of America
Bank of America
North Carolina
$25.6M
4
CCM
Coldstream Capital Management
Washington
$12.1M
5
TFA
TPG Financial Advisors
Oregon
$10.5M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
$0
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
3
CSIA
Charles Schwab Investment Advisory
California
$104M
4
GB
Gunma Bank
Japan
$0
5
DIA
Davidson Investment Advisors
Montana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
126
Cetera Advisor Networks
California
$1.03M +$439K +6,489 +74%
MA
127
Mutual Advisors
Nebraska
$979K -$77.7K -1,149 -7%
RWM
128
Ritholtz Wealth Management
New York
$927K +$20.6K +305 +2%
RFG
129
Range Financial Group
Oregon
$923K -$1.96K -29 -0.2%
BWA
130
Beam Wealth Advisors
Louisiana
$915K +$19.9K +295 +2%
Truist Financial
131
Truist Financial
North Carolina
$890K +$73.6K +1,090 +9%
NL
132
Navalign LLC
California
$860K -$96.7K -1,430 -10%
5L
133
55I LLC
Massachusetts
$860K +$7.5K +111 +0.9%
DWT
134
Dorsey & Whitney Trust
South Dakota
$852K -$20.7K -307 -2%
RIM
135
Rakuten Investment Management
Japan
$851K +$851K +12,660 New
IA
136
Insight Advisors
Pennsylvania
$821K -$1.15K -17 -0.1%
BRWA
137
B. Riley Wealth Advisors
Florida
$799K +$233K +3,444 +41%
CA
138
CGN Advisors
Kansas
$792K -$34.7K -514 -4%
CSPIA
139
Cary Street Partners Investment Advisory
Virginia
$740K +$50.3K +744 +7%
ASN
140
Advisory Services Network
Georgia
$691K +$25.3K +375 +4%
CA
141
Cetera Advisors
Colorado
$691K +$293K +4,333 +74%
MML Investors Services
142
MML Investors Services
Massachusetts
$682K +$80.6K +1,192 +13%
SPC
143
Sigma Planning Corp
Michigan
$666K -$52.1K -771 -7%
ACP
144
Aveo Capital Partners
Colorado
$666K +$7.44K +110 +1%
FNBT
145
FineMark National Bank & Trust
Florida
$646K +$646K +9,559 New
Cambridge Investment Research Advisors
146
Cambridge Investment Research Advisors
Iowa
$628K +$135K +2,001 +27%
EIP
147
Ellis Investment Partners
Pennsylvania
$626K -$51.6K -764 -8%
QCIG
148
Quad-Cities Investment Group
Iowa
$597K +$78.9K +1,166 +15%
EDRH
149
Edmond de Rothschild Holding
Switzerland
$589K -$28.5K -422 -5%
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
$580K +$580K +8,581 New
4 5
6
7 8