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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 %
TRCT
151
Tower Research Capital (TRC)
New York
$630K +$520K +9,729 +474%
Cambridge Investment Research Advisors
152
Cambridge Investment Research Advisors
Iowa
$593K +$124K +2,315 +26%
ASN
153
Advisory Services Network
Georgia
$553K +$374 +7 +0.1%
IA
154
Insight Advisors
Pennsylvania
$548K -$70.9K -1,247 -11%
HSG
155
Helen Stephens Group
Texas
$548K +$326K +6,094 +146%
Comerica Bank
156
Comerica Bank
Texas
$533K -$373K -6,793 -41%
QCIG
157
Quad-Cities Investment Group
Iowa
$532K +$31.1K +582 +6%
FNBT
158
FineMark National Bank & Trust
Florida
$510K – – –
FWM
159
Fingerlakes Wealth Management
New York
$506K +$28.8K +538 +6%
EIP
160
Ellis Investment Partners
Pennsylvania
$497K +$4.64K +87 +0.9%
KWM
161
KerberRose Wealth Management
Wisconsin
$489K +$489K +9,153 New
Marshall Wace
162
Marshall Wace
United Kingdom
$486K +$486K +9,100 New
CAN
163
Cetera Advisor Networks
California
$475K +$47.9K +896 +11%
GKWIM
164
Gerber Kawasaki Wealth & Investment Management
California
$472K +$81.8K +1,323 +21%
EDRH
165
Edmond de Rothschild Holding
Switzerland
$466K – – –
IFAM
166
Institutional & Family Asset Management
Colorado
$454K +$64.3K +1,205 +17%
Citadel Advisors
167
Citadel Advisors
Florida
$449K +$204K +3,831 +84%
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$431K -$1.57M -29,344 -78%
SPC
169
Sigma Planning Corp
Michigan
$430K -$55K -1,030 -11%
TC
170
TownSquare Capital
Utah
$428K +$427 +8 +0.1%
GC
171
Garde Capital
Washington
$413K – – –
ACP
172
Aveo Capital Partners
Colorado
$409K -$103K -1,934 -20%
Charles Schwab
173
Charles Schwab
California
$394K +$394K +7,360 New
BRWA
174
B. Riley Wealth Advisors
Florida
$380K -$169K -3,163 -31%
Ameriprise
175
Ameriprise
Minnesota
$376K -$175K -3,277 -32%
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