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iShares Core US REIT ETF
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Overview Fund Activity

297 hedge funds and large institutions have $1.08B invested in iShares Core US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 103 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
–
Holders Change %
0%
% of All Funds
5.14%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.28%
New
39
Increased
97
Reduced
103
Closed
36
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$19.4M
2
CST
Charles Schwab Trust
Nevada
+$7.88M
3
PF
Phoenix Financial
Israel
+$3.45M
4
SRSA
S.R. Schill & Associates
Washington
+$3.36M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.78M

Top Sellers

1
PA
Parallel Advisors
California
-$20.5M
2
HighTower Advisors
HighTower Advisors
Illinois
-$12.1M
3
Victory Capital Management
Victory Capital Management
Texas
-$10.2M
4
BlackRock
BlackRock
New York
-$8.48M
5
FTUS
Flow Traders U.S.
New York
-$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
176
Mariner
Kansas
$352K +$352K +7,416 New
Ameriprise
177
Ameriprise
Minnesota
$331K -$3.7K -78 -1%
PW
178
Peninsula Wealth
California
$322K -$6.22K -131 -2%
FA
179
Flagstar Advisors
New York
$309K +$1.95K +41 +0.6%
Daiwa Securities Group
180
Daiwa Securities Group
Japan
$307K +$59.8K +1,260 +24%
FNWM
181
Financial Network Wealth Management
Utah
$299K +$99.3K +2,090 +50%
FF
182
FourThought Financial
Florida
$288K -$284K -5,971 -50%
OAM
183
Occidental Asset Management
California
$288K +$288K +6,064 New
ATPW
184
Ashton Thomas Private Wealth
Arizona
$272K +$44.8K +943 +20%
AAS
185
Avantax Advisory Services
Texas
$270K -$39.9K -840 -13%
SWP
186
Stratos Wealth Partners
Ohio
$261K -$58.9K -1,239 -18%
TAM
187
Tocqueville Asset Management
New York
$259K – – –
Citadel Advisors
188
Citadel Advisors
Florida
$258K -$142K -2,990 -36%
SW
189
SVB Wealth
Massachusetts
$256K +$256K +5,399 New
GKWIM
190
Gerber Kawasaki Wealth & Investment Management
California
$244K -$118K -2,488 -33%
SBIA
191
Sheaff Brock Investment Advisors
Indiana
$242K – – –
FTS
192
Fifth Third Securities
Ohio
$242K +$12.7K +268 +6%
RC
193
Roundview Capital
New Jersey
$242K +$242K +5,104 New
TCWM
194
Total Clarity Wealth Management
Illinois
$239K -$36.5K -769 -13%
FNBT
195
FineMark National Bank & Trust
Florida
$238K -$216K -4,550 -48%
AFAS
196
Acorn Financial Advisory Services
Virginia
$233K -$6.62K -139 -3%
SWM
197
Seaside Wealth Management
California
$227K +$38.5K +772 +20%
PWM
198
Perigon Wealth Management
California
$220K – – –
Janney Montgomery Scott
199
Janney Montgomery Scott
Pennsylvania
$213K – – –
PIMG
200
Patriot Investment Management Group
Tennessee
$212K -$14K -296 -6%
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