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iShares Core US REIT ETF
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Overview Fund Activity

325 hedge funds and large institutions have $1.24B invested in iShares Core US REIT ETF in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 122 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+28
Holders Change %
+9.43%
% of All Funds
5.24%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
67
Increased
122
Reduced
82
Closed
32
Calls
$6.92M
Puts
$3K
Net Calls
+$6.92M
Net Calls Change
+$6.93M

Top Buyers

1
FA
Fiducient Advisors
Illinois
$34.5M
2
Bank of America
Bank of America
North Carolina
$46.9M
3
US Bancorp
US Bancorp
Minnesota
$51.3M
4
HighTower Advisors
HighTower Advisors
Illinois
$18.7M
5
OH
Oikos Holdings
New York
$17.3M

Top Sellers

1
AC
Allstate Corporation
Illinois
$0
2
PF
Phoenix Financial
Israel
$0
3
CG
Colony Group
Massachusetts
$384K
4
EIG
Ellenbecker Investment Group
Wisconsin
$13.5M
5
CA
CoreCap Advisors
Michigan
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
151
Mutual Advisors
Nebraska
$692K -$13.4K -270 -2%
RFG
152
Range Financial Group
Oregon
$669K +$6.43K +130 +1%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$669K -$2.62M -53,078 -80%
WT
154
Washington Trust
Rhode Island
$645K +$639K +12,930 +10,775%
FAM
155
Forte Asset Management
New York
$629K -$3.82M -77,239 -86%
RWM
156
Ritholtz Wealth Management
New York
$618K -$2.47K -50 -0.4%
MA
157
MAS Advisors
Florida
$616K -$209K -4,231 -25%
FCM
158
Family Capital Management
Michigan
$603K +$603K +12,200 New
KWM
159
Kingsview Wealth Management
Oregon
$589K -$112K -2,267 -16%
RJFSA
160
Raymond James Financial Services Advisors
Florida
$587K +$14.6K +296 +3%
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$572K +$70.1K +1,417 +14%
CAN
162
Cetera Advisor Networks
California
$563K +$125K +2,525 +29%
AWS
163
AJ Wealth Strategies
New York
$554K +$554K +11,212 New
CSPIA
164
Cary Street Partners Investment Advisory
Virginia
$552K -$50.7K -1,025 -8%
RBC
165
Roble Belko & Company
Pennsylvania
$552K +$341K +6,897 +161%
DADC
166
D.A. Davidson & Co
Montana
$527K +$19.8K +400 +4%
RW
167
REDW Wealth
New Mexico
$514K +$514K +10,403 New
LWM
168
Laidlaw Wealth Management
New York
$508K -$156K -3,148 -23%
EA
169
Eclectic Associates
California
$499K +$499K +10,101 New
IA
170
Insight Advisors
Pennsylvania
$490K +$17.4K +352 +4%
EIP
171
Ellis Investment Partners
Pennsylvania
$489K +$23.2K +470 +5%
GW
172
GW & Wade
Massachusetts
$484K – – –
WWM
173
WT Wealth Management
Arizona
$480K +$480K +9,714 New
FWM
174
Fingerlakes Wealth Management
New York
$480K +$4.75K +96 +1%
CPWM
175
Cypress Point Wealth Management
Texas
$467K +$467K +9,449 New
5 6
7
8 9