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iShares Core US REIT ETF
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Overview Fund Activity

325 hedge funds and large institutions have $1.24B invested in iShares Core US REIT ETF in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 122 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+28
Holders Change %
+9.43%
% of All Funds
5.24%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
67
Increased
122
Reduced
82
Closed
32
Calls
$6.92M
Puts
$3K
Net Calls
+$6.92M
Net Calls Change
+$6.93M

Top Buyers

1
FA
Fiducient Advisors
Illinois
$34.5M
2
Bank of America
Bank of America
North Carolina
$46.9M
3
US Bancorp
US Bancorp
Minnesota
$51.3M
4
HighTower Advisors
HighTower Advisors
Illinois
$18.7M
5
OH
Oikos Holdings
New York
$17.3M

Top Sellers

1
AC
Allstate Corporation
Illinois
$0
2
PF
Phoenix Financial
Israel
$0
3
CG
Colony Group
Massachusetts
$384K
4
EIG
Ellenbecker Investment Group
Wisconsin
$13.5M
5
CA
CoreCap Advisors
Michigan
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCIG
176
Quad-Cities Investment Group
Iowa
$460K -$32.8K -663 -7%
GKWIM
177
Gerber Kawasaki Wealth & Investment Management
California
$457K +$203K +4,096 +80%
ASN
178
Advisory Services Network
Georgia
$455K -$47.7K -965 -9%
ADL
179
Asset Dedication LLC
California
$454K +$436K +8,826 +2,445%
TC
180
TownSquare Capital
Utah
$446K +$46.6K +942 +12%
Ameriprise
181
Ameriprise
Minnesota
$435K +$90.6K +1,835 +26%
N
182
Natixis
France
$434K +$434K +8,778 New
EDRH
183
Edmond de Rothschild Holding
Switzerland
$431K – – –
ZCA
184
Zeke Capital Advisors
Pennsylvania
$421K +$421K +8,504 New
Stifel Financial
185
Stifel Financial
Missouri
$417K +$417K +8,440 New
MW
186
MBL Wealth
North Carolina
$412K -$742 -15 -0.2%
KAS
187
Kestra Advisory Services
Texas
$409K +$409K +8,262 New
HAG
188
HF Advisory Group
Maryland
$404K +$404K +8,178 New
WKWM
189
Walter & Keenan Wealth Management
Indiana
$400K +$400K +8,096 New
SPC
190
Sigma Planning Corp
Michigan
$390K -$1.29K -26 -0.3%
CG
191
Colony Group
Massachusetts
$384K -$6.6M -133,313 -94%
OBWG
192
Onyx Bridge Wealth Group
New York
$384K +$384K +7,633 New
IIA
193
IPG Investment Advisors
California
$354K +$354K +7,151 New
PW
194
Peninsula Wealth
California
$349K +$13.3K +269 +4%
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$339K +$309K +6,208 +1,013%
DWT
196
Dorsey & Whitney Trust
South Dakota
$338K +$338K +6,838 New
Cetera Investment Advisers
197
Cetera Investment Advisers
Illinois
$325K +$325K +6,569 New
FA
198
Flagstar Advisors
New York
$324K +$1.68K +34 +0.5%
FCH
199
Freestone Capital Holdings
Washington
$322K -$149K -3,011 -32%
HS
200
Horan Securities
United States
$317K +$138K +2,799 +77%
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