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iShares Core US REIT ETF

320 hedge funds and large institutions have $1.2B invested in iShares Core US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-5
Holders Change %
-1.54%
% of All Funds
5.12%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
34
Increased
115
Reduced
105
Closed
29
Calls
$632K
Puts
$2.37M
Net Calls
-$1.74M
Net Calls Change
-$8.66M
Name Holding Trade Value Shares
Change
Shares
Change %
FCM
151
Family Capital Management
Michigan
$604K -$10.9K -216 -2%
KWM
152
Kingsview Wealth Management
Oregon
$603K +$3.13K +62 +0.5%
AWS
153
AJ Wealth Strategies
New York
$565K
CSPIA
154
Cary Street Partners Investment Advisory
Virginia
$563K -$202 -4 -0%
RJFSA
155
Raymond James Financial Services Advisors
Florida
$547K -$51K -1,011 -9%
DADC
156
D.A. Davidson & Co
Montana
$542K +$5.04K +100 +0.9%
IA
157
Insight Advisors
Pennsylvania
$532K +$31.4K +623 +6%
EIP
158
Ellis Investment Partners
Pennsylvania
$531K +$33.2K +659 +7%
RW
159
REDW Wealth
New Mexico
$524K
GW
160
GW & Wade
Massachusetts
$513K +$20.2K +400 +4%
FCA
161
Fortis Capital Advisors
Kansas
$504K +$291K +5,775 +137%
ASN
162
Advisory Services Network
Georgia
$496K +$32.3K +641 +7%
EA
163
Eclectic Associates
California
$494K -$15.1K -299 -3%
WWM
164
WT Wealth Management
Arizona
$488K -$1.16K -23 -0.2%
CPWM
165
Cypress Point Wealth Management
Texas
$476K
FWM
166
Fingerlakes Wealth Management
New York
$474K -$15.4K -305 -3%
Belvedere Trading
167
Belvedere Trading
Illinois
$466K +$466K +9,250 New
ADL
168
Asset Dedication LLC
California
$443K -$20.7K -411 -4%
N
169
Natixis
France
$437K
TC
170
TownSquare Capital
Utah
$431K -$23.9K -474 -5%
FAM
171
Forte Asset Management
New York
$428K -$213K -4,229 -33%
AAS
172
Avantax Advisory Services
Texas
$428K -$1.75M -34,675 -80%
HAG
173
HF Advisory Group
Maryland
$425K +$12.9K +255 +3%
Daiwa Securities Group
174
Daiwa Securities Group
Japan
$420K +$233K +4,620 +124%
MW
175
MBL Wealth
North Carolina
$420K