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iShares Core US REIT ETF

320 hedge funds and large institutions have $1.2B invested in iShares Core US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-5
Holders Change %
-1.54%
% of All Funds
5.12%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
34
Increased
115
Reduced
105
Closed
29
Calls
$632K
Puts
$2.37M
Net Calls
-$1.74M
Net Calls Change
-$8.66M
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
176
Ameriprise
Minnesota
$416K -$28K -555 -6%
Stifel Financial
177
Stifel Financial
Missouri
$416K -$9.27K -184 -2%
Mariner
178
Mariner
Kansas
$401K -$350K -6,947 -47%
GKWIM
179
Gerber Kawasaki Wealth & Investment Management
California
$399K -$67K -1,330 -14%
Prudential Financial
180
Prudential Financial
New Jersey
$395K +$395K +7,270 New
CG
181
Colony Group
Massachusetts
$391K
OBWG
182
Onyx Bridge Wealth Group
New York
$386K +$1.76K +35 +0.5%
PFO
183
Pathstone Family Office
New Jersey
$378K -$725K -14,393 -66%
MA
184
MCF Advisors
Kentucky
$376K +$376K +7,468 New
IIA
185
IPG Investment Advisors
California
$365K +$4.69K +93 +1%
QCIG
186
Quad-Cities Investment Group
Iowa
$362K -$106K -2,111 -23%
PIMG
187
Patriot Investment Management Group
Tennessee
$360K +$134K +2,660 +59%
TRCT
188
Tower Research Capital (TRC)
New York
$359K +$351K +6,968 +4,495%
PW
189
Peninsula Wealth
California
$358K +$2.17K +43 +0.6%
CAN
190
Cetera Advisor Networks
California
$331K -$243K -4,815 -42%
RSA
191
River Street Advisors
Illinois
$327K +$7.16K +142 +2%
FA
192
Flagstar Advisors
New York
$323K -$7.46K -148 -2%
HS
193
Horan Securities
United States
$318K -$5.24K -104 -2%
CB
194
Commerce Bank
Missouri
$317K
FNWM
195
Financial Network Wealth Management
Utah
$314K +$40.1K +796 +15%
SCP
196
Stamos Capital Partners
California
$307K +$307K +6,100 New
TI
197
Trexquant Investment
Connecticut
$307K +$307K +6,100 New
SS
198
Simplicity Solutions
Minnesota
$306K +$306K +6,069 New
FCH
199
Freestone Capital Holdings
Washington
$293K -$36K -715 -11%
FTS
200
Fifth Third Securities
Ohio
$278K -$12.7K -252 -4%