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iShares Core US REIT ETF
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Overview Fund Activity

297 hedge funds and large institutions have $1.08B invested in iShares Core US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 103 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
–
Holders Change %
0%
% of All Funds
5.14%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.28%
New
39
Increased
97
Reduced
103
Closed
36
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$112M
2
CST
Charles Schwab Trust
Nevada
$15M
3
PF
Phoenix Financial
Israel
$8.56M
4
SRSA
S.R. Schill & Associates
Washington
$15.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.16M

Top Sellers

1
PA
Parallel Advisors
California
$3.77M
2
HighTower Advisors
HighTower Advisors
Illinois
$1.31M
3
Victory Capital Management
Victory Capital Management
Texas
$0
4
BlackRock
BlackRock
New York
$84.7M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$112M +$19.4M +409,240 +21%
BlackRock
2
BlackRock
New York
$84.7M -$8.48M -178,558 -9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$44M +$1.28M +27,007 +3%
MG
4
McCutchen Group
Washington
$35.4M -$1.18M -24,842 -3%
US Bancorp
5
US Bancorp
Minnesota
$32.1M +$1.27M +26,668 +4%
Morgan Stanley
6
Morgan Stanley
New York
$31.1M +$844K +17,765 +3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$29.4M +$52.3K +1,134 +0.2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$27.3M -$223K -4,697 -0.8%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$27.2M -$1.54M -32,701 -5%
CL
10
Choreo LLC
Illinois
$25M -$591K -12,445 -2%
AA
11
Advisory Alpha
Michigan
$24.1M +$951K +20,029 +4%
EIG
12
Ellenbecker Investment Group
Wisconsin
$18.8M -$2.12M -44,591 -10%
FEG
13
Fund Evaluation Group
Ohio
$17.2M +$615K +12,978 +4%
HPWM
14
Highland Private Wealth Management
Washington
$16.4M +$310K +6,532 +2%
Bank of America
15
Bank of America
North Carolina
$16.2M -$91.1K -1,918 -0.6%
MWM
16
Mission Wealth Management
California
$15.8M -$166K -3,488 -1%
SRSA
17
S.R. Schill & Associates
Washington
$15.5M +$3.36M +70,773 +28%
CST
18
Charles Schwab Trust
Nevada
$15M +$7.88M +165,862 +111%
HHGA
19
Halbert Hargrove Global Advisors
California
$13.7M +$106K +2,226 +0.8%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$12.5M +$1.12M +23,582 +10%
RIM
21
Rockbridge Investment Management
New York
$12.4M +$378K +7,968 +3%
AC
22
Allstate Corporation
Illinois
$12.3M – – –
Legacy Financial Group (Iowa)
23
Legacy Financial Group (Iowa)
Iowa
$10.8M +$535K +11,262 +5%
CA
24
CoreCap Advisors
Michigan
$9.06M -$1.36M -28,727 -13%
ACM
25
Agincourt Capital Management
Virginia
$9.01M +$214K +4,500 +2%
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