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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
$112M
2
CST
Charles Schwab Trust
Nevada
$15M
3
PF
Phoenix Financial
Israel
$8.56M
4
SRSA
S.R. Schill & Associates
Washington
$15.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.16M

Top Sellers

1
PA
Parallel Advisors
California
$3.77M
2
HighTower Advisors
HighTower Advisors
Illinois
$1.31M
3
Victory Capital Management
Victory Capital Management
Texas
$0
4
BlackRock
BlackRock
New York
$84.7M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
151
Cary Street Partners Investment Advisory
Virginia
$579K -$2.52K -53 -0.4%
RJFSA
152
Raymond James Financial Services Advisors
Florida
$549K -$385K -8,104 -41%
VT
153
Vise Technologies
New York
$515K +$237K +4,987 +85%
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$515K +$515K +10,852 New
DADC
155
D.A. Davidson & Co
Montana
$487K +$487K +10,258 New
ASN
156
Advisory Services Network
Georgia
$483K -$9.27K -195 -2%
NL
157
Navalign LLC
California
$482K -$128K -2,696 -21%
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$482K -$45.9K -966 -9%
QCIG
159
Quad-Cities Investment Group
Iowa
$473K -$475 -10 -0.1%
GW
160
GW & Wade
Massachusetts
$465K +$465K +9,781 New
FWM
161
Fingerlakes Wealth Management
New York
$457K +$6.89K +145 +2%
IA
162
Insight Advisors
Pennsylvania
$455K -$2.76K -58 -0.6%
FCH
163
Freestone Capital Holdings
Washington
$453K -$142K -2,995 -24%
EIP
164
Ellis Investment Partners
Pennsylvania
$447K +$4.66K +98 +1%
Renaissance Technologies
165
Renaissance Technologies
New York
$447K +$447K +9,400 New
Comerica Bank
166
Comerica Bank
Texas
$432K -$26.1K -554 -6%
CAN
167
Cetera Advisor Networks
California
$421K -$1.66K -35 -0.4%
EDRH
168
Edmond de Rothschild Holding
Switzerland
$414K – – –
WWM
169
Western Wealth Management
Colorado
$407K +$168K +3,548 +71%
Jane Street
170
Jane Street
New York
$406K +$406K +8,551 New
MW
171
MBL Wealth
North Carolina
$396K +$396K +8,347 New
IFAM
172
Institutional & Family Asset Management
Colorado
$386K -$18.4K -387 -5%
TC
173
TownSquare Capital
Utah
$384K +$2.52K +53 +0.7%
SPC
174
Sigma Planning Corp
Michigan
$375K -$7.31K -154 -2%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$357K +$52.1K +1,097 +17%
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