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iShares Core US REIT ETF
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Overview Fund Activity

297 hedge funds and large institutions have $1.24B invested in iShares Core US REIT ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 93 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
5.02%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.32%
New
41
Increased
93
Reduced
105
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$104M
2
FEG
Fund Evaluation Group
Ohio
$18.8M
3
Bank of America
Bank of America
North Carolina
$18.4M
4
Morgan Stanley
Morgan Stanley
New York
$34M
5
HighTower Advisors
HighTower Advisors
Illinois
$15.1M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$10.2M
2
BlackRock
BlackRock
New York
$105M
3
ACM
Agincourt Capital Management
Virginia
$9.89M
4
BIP
Blueprint Investment Partners
North Carolina
$2.93M
5
FTA
Financial & Tax Architects
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PW
176
Peninsula Wealth
California
$369K +$1.33K +25 +0.4%
SWP
177
Stratos Wealth Partners
Ohio
$359K +$31.5K +590 +10%
SFP
178
Strategic Financial Planning
Texas
$353K +$353K +6,603 New
NYLIM
179
New York Life Investment Management
New York
$351K +$351K +6,582 New
AAS
180
Avantax Advisory Services
Texas
$349K -$359K -6,710 -51%
FA
181
Flagstar Advisors
New York
$345K -$17.8K -334 -5%
Fidelity Investments
182
Fidelity Investments
Massachusetts
$343K +$68.8K +1,290 +25%
CB
183
Commerce Bank
Missouri
$336K +$336K +6,284 New
VT
184
Vise Technologies
New York
$313K +$313K +5,865 New
TRIA
185
Trail Ridge Investment Advisors
Colorado
$310K -$74.8K -1,400 -19%
TCWM
186
Total Clarity Wealth Management
Illinois
$310K +$695 +13 +0.2%
TAM
187
Tocqueville Asset Management
New York
$291K – – –
Daiwa Securities Group
188
Daiwa Securities Group
Japan
$278K -$111K -2,080 -29%
SBIA
189
Sheaff Brock Investment Advisors
Indiana
$272K +$16K +300 +6%
WWM
190
Western Wealth Management
Colorado
$267K +$267K +5,023 New
AFAS
191
Acorn Financial Advisory Services
Virginia
$266K -$61.4K -1,162 -19%
JPMorgan Chase & Co
192
JPMorgan Chase & Co
New York
$264K +$5.18K +97 +2%
FTS
193
Fifth Third Securities
Ohio
$258K +$17.8K +333 +7%
ATPW
194
Ashton Thomas Private Wealth
Arizona
$256K -$25K -468 -9%
PIMG
195
Patriot Investment Management Group
Tennessee
$255K – – –
HS
196
Horan Securities
United States
$248K -$2.57K -48 -1%
PWM
197
Perigon Wealth Management
California
$247K +$1.23K +23 +0.5%
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$243K +$243K +4,494 New
NA
199
NewEdge Advisors
Louisiana
$241K +$241K +4,516 New
AWM
200
Avondale Wealth Management
Texas
$240K +$107K +2,000 +80%
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