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iShares Core US REIT ETF
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Overview Fund Activity

292 hedge funds and large institutions have $1.66B invested in iShares Core US REIT ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+6
Holders Change %
+2.1%
% of All Funds
4.62%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
42
Increased
99
Reduced
107
Closed
33
Calls
–
Puts
$226K
Net Calls
-$226K
Net Calls Change
-$226K

Top Buyers

1
FEG
Fund Evaluation Group
Ohio
+$135M
2
AC
Allstate Corporation
Illinois
+$16.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$6.89M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$5.46M
5
CA
Cambridge Associates
Massachusetts
+$5.18M

Top Sellers

1
BlackRock
BlackRock
New York
-$84.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$56.5M
3
FA
Fiducient Advisors
Illinois
-$47.7M
4
Victory Capital Management
Victory Capital Management
Texas
-$24.7M
5
Bank of America
Bank of America
North Carolina
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
176
Gerber Kawasaki Wealth & Investment Management
California
$407K +$165K +2,555 +68%
AFAS
177
Acorn Financial Advisory Services
Virginia
$400K +$6.14K +95 +2%
SWP
178
Stratos Wealth Partners
Ohio
$397K +$13.4K +207 +3%
TCWM
179
Total Clarity Wealth Management
Illinois
$374K +$374K +5,789 New
TAM
180
Tocqueville Asset Management
New York
$352K – – –
KCM
181
Karp Capital Management
California
$346K -$180K -2,788 -34%
ATPW
182
Ashton Thomas Private Wealth
Arizona
$340K -$20.9K -323 -6%
CFD
183
Creative Financial Designs
Indiana
$335K -$187K -2,897 -36%
Fidelity Investments
184
Fidelity Investments
Massachusetts
$332K +$27.1K +419 +9%
FNWM
185
Financial Network Wealth Management
Utah
$332K +$84.7K +1,308 +34%
JPMorgan Chase & Co
186
JPMorgan Chase & Co
New York
$313K +$121K +1,877 +63%
SBIA
187
Sheaff Brock Investment Advisors
Indiana
$310K +$107K +1,650 +52%
PIMG
188
Patriot Investment Management Group
Tennessee
$308K – – –
TFA
189
Teamwork Financial Advisors
Texas
$304K +$304K +4,698 New
HS
190
Horan Securities
United States
$302K -$6.26K -97 -2%
TAIM
191
TD Ameritrade Investment Management
Nebraska
$299K +$119K +1,848 +66%
PWM
192
Perigon Wealth Management
California
$297K +$1.16K +18 +0.4%
Citadel Advisors
193
Citadel Advisors
Florida
$296K +$296K +4,582 New
LWMNY
194
Landmark Wealth Management (New York)
New York
$294K +$294K +8,956 New
FTS
195
Fifth Third Securities
Ohio
$291K -$73.1K -1,130 -20%
SFA
196
Sequoia Financial Advisors
Ohio
$290K -$122K -1,892 -30%
AFG
197
Arkansas Financial Group
Arkansas
$278K – – –
JGIA
198
Jackson Grant Investment Advisers
Connecticut
$272K +$65 +1 +0%
HSG
199
Helen Stephens Group
Texas
$269K +$50.5K +782 +23%
GT
200
Glenmede Trust
Pennsylvania
$260K -$711 -11 -0.3%
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