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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
+$16.3M
2
US Bancorp
US Bancorp
Minnesota
+$15.2M
3
Bank of America
Bank of America
North Carolina
+$14.5M
4
CCM
Coldstream Capital Management
Washington
+$12.1M
5
TFA
TPG Financial Advisors
Oregon
+$10.5M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
-$9.1M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$6.8M
3
CSIA
Charles Schwab Investment Advisory
California
-$4.09M
4
GB
Gunma Bank
Japan
-$3.17M
5
DIA
Davidson Investment Advisors
Montana
-$2.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
151
Fingerlakes Wealth Management
New York
$557K +$557K +8,200 New
KCM
152
Karp Capital Management
California
$550K +$56.7K +840 +12%
CFD
153
Creative Financial Designs
Indiana
$546K -$67.7K -1,002 -11%
TC
154
TownSquare Capital
Utah
$541K +$473 +7 +0.1%
GC
155
Garde Capital
Washington
$523K – – –
GWAG
156
Garrett Wealth Advisory Group
Texas
$496K -$154K -2,273 -24%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$494K +$29.7K +439 +6%
SIS
158
SVB Investment Services
Utah
$490K -$68 -1 -0%
PW
159
Peninsula Wealth
California
$464K +$464K +6,872 New
FA
160
Flagstar Advisors
New York
$458K +$9.99K +148 +2%
SFA
161
Sequoia Financial Advisors
Ohio
$431K +$431K +6,375 New
TRIA
162
Trail Ridge Investment Advisors
Colorado
$426K +$426K +6,300 New
NA
163
NewEdge Advisors
Louisiana
$414K +$414K +6,125 New
AFAS
164
Acorn Financial Advisory Services
Virginia
$411K -$1.89K -28 -0.5%
SWP
165
Stratos Wealth Partners
Ohio
$401K +$401K +5,930 New
FTS
166
Fifth Third Securities
Ohio
$381K +$85.1K +1,257 +29%
ATPW
167
Ashton Thomas Private Wealth
Arizona
$377K -$27.2K -402 -7%
TNA
168
True North Advisors
Texas
$368K -$65.7K -974 -15%
TAM
169
Tocqueville Asset Management
New York
$368K +$368K +5,450 New
HR
170
Hayden Royal
North Carolina
$365K -$1.69K -25 -0.5%
CFC
171
Coyle Financial Counsel
Illinois
$359K +$2.1K +31 +0.6%
NFG
172
Next Financial Group
Texas
$327K +$145K +2,146 +80%
Northern Trust
173
Northern Trust
Illinois
$324K +$324K +4,791 New
PIMG
174
Patriot Investment Management Group
Tennessee
$323K – – –
HS
175
Horan Securities
United States
$323K +$323K +4,776 New
5 6
7
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