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iShares Core US REIT ETF
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Overview Fund Activity

286 hedge funds and large institutions have $1.79B invested in iShares Core US REIT ETF in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 98 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+52
Holders Change %
+22.22%
% of All Funds
4.42%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
76
Increased
98
Reduced
73
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$16.3M
2
US Bancorp
US Bancorp
Minnesota
+$15.2M
3
Bank of America
Bank of America
North Carolina
+$14.5M
4
CCM
Coldstream Capital Management
Washington
+$12.1M
5
TFA
TPG Financial Advisors
Oregon
+$10.5M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
-$9.1M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$6.8M
3
CSIA
Charles Schwab Investment Advisory
California
-$4.09M
4
GB
Gunma Bank
Japan
-$3.17M
5
DIA
Davidson Investment Advisors
Montana
-$2.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSG
201
Helen Stephens Group
Texas
$229K +$229K +3,381 New
UCFA
202
United Capital Financial Advisors
Texas
$228K +$228K +3,375 New
IAA
203
Independent Advisor Alliance
North Carolina
$219K +$219K +3,240 New
CCM
204
Crew Capital Management
Ohio
$217K -$36.4K -540 -14%
SBIA
205
Sheaff Brock Investment Advisors
Indiana
$213K +$213K +3,150 New
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$210K +$210K +3,106 New
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$208K +$208K +3,071 New
LP
208
LGL Partners
Pennsylvania
$203K +$203K +3,010 New
SFG
209
Sovereign Financial Group
Connecticut
$202K +$202K +2,989 New
JPMorgan Chase & Co
210
JPMorgan Chase & Co
New York
$201K +$48.5K +717 +32%
BA
211
Bridge Advisory
California
$200K +$200K +2,963 New
TAIM
212
TD Ameritrade Investment Management
Nebraska
$188K -$273K -4,038 -59%
Macquarie Group
213
Macquarie Group
Australia
$178K +$21K +310 +13%
SPIA
214
Steward Partners Investment Advisory
New York
$161K – – –
BFO
215
Biltmore Family Office
North Carolina
$156K – – –
TPCW
216
TD Private Client Wealth
New York
$145K +$145K +2,141 New
IHWM
217
Iron Horse Wealth Management
Iowa
$135K -$678 -10 -0.5%
MA
218
MUFG Americas
New York
$135K – – –
TWC
219
TD Waterhouse Canada
Ontario, Canada
$132K +$132K +1,545 New
OCM
220
Orion Capital Management
California
$126K – – –
CFFP
221
Center for Financial Planning
Michigan
$125K – – –
AF
222
Advisornet Financial
Minnesota
$115K -$47.9K -707 -29%
RK
223
Rather & Kittrell
Tennessee
$112K +$112K +1,667 New
RBC
224
Roble Belko & Company
Pennsylvania
$102K +$880 +13 +0.9%
AWM
225
Avior Wealth Management
Nebraska
$95K -$5.86K -87 -6%
7 8
9
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