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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
$235M
2
US Bancorp
US Bancorp
Minnesota
$37.8M
3
Bank of America
Bank of America
North Carolina
$25.6M
4
CCM
Coldstream Capital Management
Washington
$12.1M
5
TFA
TPG Financial Advisors
Oregon
$10.5M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
$0
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
3
CSIA
Charles Schwab Investment Advisory
California
$104M
4
GB
Gunma Bank
Japan
$0
5
DIA
Davidson Investment Advisors
Montana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$235M +$16.3M +240,683 +7%
CSIA
2
Charles Schwab Investment Advisory
California
$104M -$4.09M -60,539 -4%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$86.1M -$683K -11,710 -0.8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$80.2M +$2.07M +30,590 +3%
Victory Capital Management
5
Victory Capital Management
Texas
$60M -$1.72M -25,479 -3%
FA
6
Fiducient Advisors
Illinois
$58M +$4.5M +66,579 +8%
MG
7
McCutchen Group
Washington
$50.3M -$1.22M -18,021 -2%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$43.5M +$1.67M +26,740 +4%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$43.2M +$2.23M +32,961 +5%
CL
10
Choreo LLC
Illinois
$42.9M +$1.23M +18,205 +3%
EIG
11
Ellenbecker Investment Group
Wisconsin
$38.1M +$1.11M +16,379 +3%
US Bancorp
12
US Bancorp
Minnesota
$37.8M +$15.2M +224,243 +67%
AA
13
Advisory Alpha
Michigan
$35.9M +$2.29M +33,860 +7%
SF
14
SBK Financial
Virginia
$35.2M +$35.2M +520,343 New
PA
15
Parallel Advisors
California
$34.5M +$8.04M +118,993 +30%
Morgan Stanley
16
Morgan Stanley
New York
$33.4M +$5.29M +78,302 +19%
Bank of America
17
Bank of America
North Carolina
$25.6M +$14.5M +214,853 +131%
MWM
18
Mission Wealth Management
California
$24.1M +$1.2M +17,764 +5%
ACM
19
Agincourt Capital Management
Virginia
$23.2M +$23.2M +369,783 New
HPWM
20
Highland Private Wealth Management
Washington
$23.1M +$1.62M +23,987 +8%
CPCM
21
Cornerstone Partners Capital Management
Virginia
$20.6M – – –
HHGA
22
Halbert Hargrove Global Advisors
California
$19.3M +$932K +13,787 +5%
SRSA
23
S.R. Schill & Associates
Washington
$17.3M -$740K -10,951 -4%
BIP
24
Blueprint Investment Partners
North Carolina
$16.6M +$422K +6,250 +3%
HFS
25
Heritage Financial Services
Massachusetts
$14.9M +$14.9M +220,553 New
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