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iShares Core US REIT ETF
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Overview Fund Activity

292 hedge funds and large institutions have $1.66B invested in iShares Core US REIT ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+6
Holders Change %
+2.1%
% of All Funds
4.62%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
42
Increased
99
Reduced
107
Closed
33
Calls
–
Puts
$226K
Net Calls
-$226K
Net Calls Change
-$226K

Top Buyers

1
FEG
Fund Evaluation Group
Ohio
$135M
2
AC
Allstate Corporation
Illinois
$16.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$6.89M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
$5.75M
5
CA
Cambridge Associates
Massachusetts
$5.18M

Top Sellers

1
BlackRock
BlackRock
New York
$140M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$38.9M
3
FA
Fiducient Advisors
Illinois
$7.76M
4
Victory Capital Management
Victory Capital Management
Texas
$30.2M
5
Bank of America
Bank of America
North Carolina
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
Insight Advisors
Pennsylvania
$703K -$81.9K -1,267 -10%
IA
152
IndexIQ Advisors
New York
$682K +$647K +9,996 +1,831%
ASN
153
Advisory Services Network
Georgia
$669K +$7.95K +123 +1%
Ameriprise
154
Ameriprise
Minnesota
$668K -$4.66M -72,130 -87%
BRWA
155
B. Riley Wealth Advisors
Florida
$665K -$100K -1,548 -13%
ACP
156
Aveo Capital Partners
Colorado
$620K -$16.3K -252 -3%
FNBT
157
FineMark National Bank & Trust
Florida
$618K – – –
QCIG
158
Quad-Cities Investment Group
Iowa
$607K +$36K +557 +6%
EIP
159
Ellis Investment Partners
Pennsylvania
$596K -$2.39K -37 -0.4%
SPC
160
Sigma Planning Corp
Michigan
$587K -$49.7K -770 -8%
FWM
161
Fingerlakes Wealth Management
New York
$577K +$47.1K +729 +9%
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$568K -$32.2K -498 -5%
EDRH
163
Edmond de Rothschild Holding
Switzerland
$564K – – –
TC
164
TownSquare Capital
Utah
$518K +$452 +7 +0.1%
CAN
165
Cetera Advisor Networks
California
$517K -$466K -7,208 -47%
GC
166
Garde Capital
Washington
$500K – – –
IFAM
167
Institutional & Family Asset Management
Colorado
$472K -$657K -10,166 -58%
Daiwa Securities Group
168
Daiwa Securities Group
Japan
$471K +$196K +3,030 +71%
SIS
169
SVB Investment Services
Utah
$466K +$65 +1 +0%
TRIA
170
Trail Ridge Investment Advisors
Colorado
$465K +$58.1K +900 +14%
Wolverine Trading
171
Wolverine Trading
Illinois
$453K +$453K +6,901 New
PW
172
Peninsula Wealth
California
$446K +$1.29K +20 +0.3%
FA
173
Flagstar Advisors
New York
$440K +$1.62K +25 +0.4%
GWAG
174
Garrett Wealth Advisory Group
Texas
$420K -$54.4K -842 -11%
OMC
175
Old Mission Capital
Illinois
$413K +$413K +6,381 New
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7
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