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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 %
RJFSA
126
Raymond James Financial Services Advisors
Florida
$1.05M -$189K -3,539 -15%
RFA
127
RTD Financial Advisors
Pennsylvania
$986K +$13.5K +252 +1%
GSIS
128
Global Strategic Investment Solutions
Arizona
$964K +$267 +5 +0%
HAS
129
HBW Advisory Services
California
$855K +$25.6K +480 +3%
CA
130
Cetera Advisors
Colorado
$842K +$150K +2,803 +22%
AFS
131
Access Financial Services
Minnesota
$835K +$835K +15,635 New
MML Investors Services
132
MML Investors Services
Massachusetts
$827K +$158K +2,952 +24%
BFEC
133
Benjamin F. Edwards & Company
Missouri
$812K +$783K +14,661 +2,710%
FFA
134
First Foundation Advisors
California
$796K +$796K +14,906 New
MCM
135
Monument Capital Management
Virginia
$789K -$21.9K -410 -3%
BWA
136
Beam Wealth Advisors
Louisiana
$783K +$37.4K +701 +5%
AC
137
AWM Capital
Arizona
$783K +$783K +14,655 New
CA
138
CGN Advisors
Kansas
$782K +$137K +2,572 +21%
CFN
139
Cordasco Financial Network
Florida
$768K -$55.8K -1,044 -7%
5L
140
55I LLC
Massachusetts
$745K +$30.4K +569 +4%
MA
141
Mutual Advisors
Nebraska
$737K -$8.49K -159 -1%
RFG
142
Range Financial Group
Oregon
$726K -$3.15K -59 -0.4%
RWM
143
Ritholtz Wealth Management
New York
$695K – – –
AWS
144
Atria Wealth Solutions
New York
$688K -$1.83M -34,188 -73%
NL
145
Navalign LLC
California
$686K -$123K -2,298 -15%
KWM
146
Kingsview Wealth Management
Oregon
$682K +$682K +12,772 New
FCH
147
Freestone Capital Holdings
Washington
$669K -$63.2K -1,183 -9%
CSPIA
148
Cary Street Partners Investment Advisory
Virginia
$654K +$20.6K +386 +3%
DWT
149
Dorsey & Whitney Trust
South Dakota
$653K – – –
FF
150
FourThought Financial
Florida
$642K +$22.8K +428 +4%
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