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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 %
AFG
201
Arkansas Financial Group
Arkansas
$230K – – –
FNWM
202
Financial Network Wealth Management
Utah
$225K -$49.4K -924 -18%
JGIA
203
Jackson Grant Investment Advisers
Connecticut
$225K +$267 +5 +0.1%
TAIM
204
TD Ameritrade Investment Management
Nebraska
$223K -$24.3K -455 -10%
SWM
205
Seaside Wealth Management
California
$222K +$222K +3,781 New
SFA
206
Sequoia Financial Advisors
Ohio
$216K -$23.4K -439 -10%
BCM
207
Brookstone Capital Management
Illinois
$215K +$215K +3,993 New
GT
208
Glenmede Trust
Pennsylvania
$214K – – –
PO
209
Private Ocean
California
$212K – – –
EIA
210
Eastover Investment Advisors
North Carolina
$206K -$4K -75 -2%
IA
211
IFP Advisors
Florida
$206K – – –
GWAG
212
Garrett Wealth Advisory Group
Texas
$205K -$143K -2,670 -41%
NHC
213
Nicholas Hoffman & Company
Georgia
$205K – – –
BA
214
Bridge Advisory
California
$205K +$205K +3,820 New
FA
215
Faithward Advisors
Pennsylvania
$186K -$960 -18 -0.5%
TPCW
216
TD Private Client Wealth
New York
$176K +$61.4K +1,149 +54%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$162K +$146K +2,735 +903%
PFGIA
218
Patriot Financial Group Insurance Agency
Massachusetts
$134K -$59.5K -1,117 -31%
SPIA
219
Steward Partners Investment Advisory
New York
$127K – – –
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$126K -$493K -9,209 -80%
BFO
221
Biltmore Family Office
North Carolina
$123K – – –
AssetMark Inc
222
AssetMark Inc
California
$115K +$73.7K +1,384 +178%
IHWM
223
Iron Horse Wealth Management
Iowa
$104K -$1.23K -23 -1%
OCM
224
Orion Capital Management
California
$102K – – –
CFFP
225
Center for Financial Planning
Michigan
$99K – – –
7 8
9
10 11