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iShares Core US REIT ETF
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Overview Fund Activity

297 hedge funds and large institutions have $1.08B invested in iShares Core US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 103 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
–
Holders Change %
0%
% of All Funds
5.14%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.28%
New
39
Increased
97
Reduced
103
Closed
36
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$19.4M
2
CST
Charles Schwab Trust
Nevada
+$7.88M
3
PF
Phoenix Financial
Israel
+$3.45M
4
SRSA
S.R. Schill & Associates
Washington
+$3.36M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.78M

Top Sellers

1
PA
Parallel Advisors
California
-$20.5M
2
HighTower Advisors
HighTower Advisors
Illinois
-$12.1M
3
Victory Capital Management
Victory Capital Management
Texas
-$10.2M
4
BlackRock
BlackRock
New York
-$8.48M
5
FTUS
Flow Traders U.S.
New York
-$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
126
Source Financial Advisors
New York
$862K +$862K +18,157 New
GSIS
127
Global Strategic Investment Solutions
Arizona
$857K – – –
TRCT
128
Tower Research Capital (TRC)
New York
$849K +$289K +6,089 +52%
FFA
129
Fi3 Financial Advisors
Indiana
$845K -$481K -10,130 -36%
Prudential Financial
130
Prudential Financial
New Jersey
$800K -$1.19M -25,447 -60%
CA
131
Cetera Advisors
Colorado
$798K +$49.6K +1,044 +7%
CB
132
Commerce Bank
Missouri
$796K +$498K +10,481 +167%
MA
133
MAS Advisors
Florida
$793K -$168K -3,540 -18%
MML Investors Services
134
MML Investors Services
Massachusetts
$791K +$55.4K +1,167 +8%
IIC
135
Integrated Investment Consultants
Michigan
$779K +$779K +16,397 New
AFS
136
Access Financial Services
Minnesota
$756K +$13.2K +277 +2%
BFEC
137
Benjamin F. Edwards & Company
Missouri
$754K +$31.9K +671 +4%
HAS
138
HBW Advisory Services
California
$738K -$23.1K -486 -3%
RFA
139
RTD Financial Advisors
Pennsylvania
$718K -$159K -3,346 -18%
PFO
140
Pathstone Family Office
New Jersey
$712K +$712K +15,010 New
CA
141
CGN Advisors
Kansas
$710K +$14.7K +310 +2%
5L
142
55I LLC
Massachusetts
$696K +$33.2K +700 +5%
MA
143
Mutual Advisors
Nebraska
$677K +$21.4K +450 +3%
KWM
144
Kingsview Wealth Management
Oregon
$673K +$66.6K +1,403 +11%
BWA
145
Beam Wealth Advisors
Louisiana
$668K -$29.1K -612 -4%
LWM
146
Laidlaw Wealth Management
New York
$638K +$638K +13,431 New
RFG
147
Range Financial Group
Oregon
$637K -$9.03K -190 -1%
State Street
148
State Street
Massachusetts
$627K +$627K +13,200 New
AWS
149
Atria Wealth Solutions
New York
$599K -$13.1K -275 -2%
RWM
150
Ritholtz Wealth Management
New York
$596K -$22.3K -469 -4%
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