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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
1
Charles Schwab Investment Advisory
California
$104M
2
FEG
2
Fund Evaluation Group
Ohio
$18.8M
3
Bank of America
3
Bank of America
North Carolina
$18.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$34M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$15.1M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$10.2M
2
BlackRock
2
BlackRock
New York
$105M
3
ACM
3
Agincourt Capital Management
Virginia
$9.89M
4
BIP
4
Blueprint Investment Partners
North Carolina
$2.93M
5
FTA
5
Financial & Tax Architects
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$105M -$10.6M -199,427 -9%
CSIA
2
Charles Schwab Investment Advisory
California
$104M +$23.2M +433,762 +29%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$48M -$6.6M -123,536 -12%
MG
4
McCutchen Group
Washington
$41.1M -$845K -15,818 -2%
US Bancorp
5
US Bancorp
Minnesota
$34.6M +$1.83M +34,193 +6%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$34.4M -$721K -13,361 -2%
Morgan Stanley
7
Morgan Stanley
New York
$34M +$6.98M +130,679 +26%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$32.5M +$430K +8,048 +1%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$30.9M -$3.54M -66,327 -10%
CL
10
Choreo LLC
Illinois
$28.7M -$4.39M -82,141 -13%
PA
11
Parallel Advisors
California
$27.2M -$62.2K -1,165 -0.2%
AA
12
Advisory Alpha
Michigan
$26M -$560K -10,494 -2%
EIG
13
Ellenbecker Investment Group
Wisconsin
$23.6M -$4.33M -81,152 -16%
FEG
14
Fund Evaluation Group
Ohio
$18.8M +$18.4M +343,334 +4,514%
Bank of America
15
Bank of America
North Carolina
$18.4M +$8.5M +159,232 +86%
HPWM
16
Highland Private Wealth Management
Washington
$18.1M -$66.4K -1,243 -0.4%
MWM
17
Mission Wealth Management
California
$17.9M -$832K -15,588 -4%
HHGA
18
Halbert Hargrove Global Advisors
California
$15.3M -$448K -8,381 -3%
HighTower Advisors
19
HighTower Advisors
Illinois
$15.1M +$6.09M +113,983 +67%
AC
20
Allstate Corporation
Illinois
$13.8M – – –
SRSA
21
S.R. Schill & Associates
Washington
$13.6M -$111K -2,077 -0.8%
RIM
22
Rockbridge Investment Management
New York
$13.5M +$1.28M +23,954 +10%
SF
23
SBK Financial
Virginia
$13M -$7.21M -134,950 -36%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$12.8M +$1.45M +27,207 +13%
CA
25
CoreCap Advisors
Michigan
$11.7M +$934K +17,485 +9%
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