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iShares Core US REIT ETF
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Overview Fund Activity

286 hedge funds and large institutions have $1.79B invested in iShares Core US REIT ETF in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 98 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+52
Holders Change %
+22.22%
% of All Funds
4.42%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
76
Increased
98
Reduced
73
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$16.3M
2
US Bancorp
US Bancorp
Minnesota
+$15.2M
3
Bank of America
Bank of America
North Carolina
+$14.5M
4
CCM
Coldstream Capital Management
Washington
+$12.1M
5
TFA
TPG Financial Advisors
Oregon
+$10.5M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
-$9.1M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$6.8M
3
CSIA
Charles Schwab Investment Advisory
California
-$4.09M
4
GB
Gunma Bank
Japan
-$3.17M
5
DIA
Davidson Investment Advisors
Montana
-$2.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
176
Fidelity Investments
Massachusetts
$319K +$87.1K +1,288 +38%
FF
177
Financial Futures
New Jersey
$318K +$318K +4,699 New
PWM
178
Perigon Wealth Management
California
$310K +$13K +192 +4%
TFA
179
Triad Financial Advisors
North Carolina
$307K +$307K +4,537 New
FF
180
FourThought Financial
Florida
$305K +$20.1K +298 +7%
CA
181
Continuum Advisory
Idaho
$301K -$21.6K -319 -7%
FMWA
182
Forvis Mazars Wealth Advisors
Missouri
$300K +$13.2K +195 +5%
RJA
183
Raymond James & Associates
Florida
$299K +$299K +4,426 New
PO
184
Private Ocean
California
$293K – – –
AFG
185
Arkansas Financial Group
Arkansas
$291K +$68 +1 +0%
Daiwa Securities Group
186
Daiwa Securities Group
Japan
$288K +$196K +2,900 +213%
JGIA
187
Jackson Grant Investment Advisers
Connecticut
$284K +$203 +3 +0.1%
GT
188
Glenmede Trust
Pennsylvania
$272K +$271K +4,024 +36,582%
MCWS
189
McKinley Carter Wealth Services
West Virginia
$260K -$211K -3,132 -45%
NHC
190
Nicholas Hoffman & Company
Georgia
$259K +$259K +3,830 New
FNWM
191
Financial Network Wealth Management
Utah
$258K +$258K +3,821 New
JIC
192
Johnson Investment Counsel
Ohio
$257K -$1.96K -29 -0.8%
RW
193
REDW Wealth
New Mexico
$255K -$744 -11 -0.3%
GKWIM
194
Gerber Kawasaki Wealth & Investment Management
California
$253K +$253K +3,752 +125,067%
FA
195
Faithward Advisors
Pennsylvania
$249K -$15.7K -232 -6%
PFGIA
196
Patriot Financial Group Insurance Agency
Massachusetts
$246K -$7.92K -117 -3%
SEA
197
Stegent Equity Advisors
Texas
$246K +$246K +3,651 New
EIA
198
Eastover Investment Advisors
North Carolina
$234K +$234K +3,460 New
PFA
199
Peak Financial Advisors
Colorado
$234K +$234K +3,467 New
BSW
200
Buckingham Strategic Wealth
Missouri
$233K +$233K +3,440 New
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