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iShares Core US REIT ETF
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Overview Fund Activity

325 hedge funds and large institutions have $1.24B invested in iShares Core US REIT ETF in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 122 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+28
Holders Change %
+9.43%
% of All Funds
5.24%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
67
Increased
122
Reduced
82
Closed
32
Calls
$6.92M
Puts
$3K
Net Calls
+$6.92M
Net Calls Change
+$6.93M

Top Buyers

1
FA
1
Fiducient Advisors
Illinois
$34.5M
2
Bank of America
2
Bank of America
North Carolina
$46.9M
3
US Bancorp
3
US Bancorp
Minnesota
$51.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$18.7M
5
OH
5
Oikos Holdings
New York
$17.3M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$0
2
PF
2
Phoenix Financial
Israel
$0
3
CG
3
Colony Group
Massachusetts
$384K
4
EIG
4
Ellenbecker Investment Group
Wisconsin
$13.5M
5
CA
5
CoreCap Advisors
Michigan
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$124M +$7.52M +152,034 +6%
BlackRock
2
BlackRock
New York
$88.2M +$93K +1,880 +0.1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$55.5M +$9.72M +196,604 +21%
US Bancorp
4
US Bancorp
Minnesota
$51.3M +$17.9M +361,160 +53%
Bank of America
5
Bank of America
North Carolina
$46.9M +$30M +606,077 +177%
Corient Private Wealth
6
Corient Private Wealth
Florida
$44.3M +$44.3M +896,243 New
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$35M +$742K +13,839 +2%
FA
8
Fiducient Advisors
Illinois
$34.5M +$31.2M +631,678 +954%
Morgan Stanley
9
Morgan Stanley
New York
$30.3M -$2.09M -42,198 -6%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$29.1M +$699K +14,137 +2%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$28.6M +$11.2K +225 +0%
CL
12
Choreo LLC
Illinois
$27.8M +$1.86M +37,515 +7%
AA
13
Advisory Alpha
Michigan
$21.1M -$3.96M -79,993 -16%
HighTower Advisors
14
HighTower Advisors
Illinois
$18.7M +$17.3M +350,867 +1,270%
OH
15
Oikos Holdings
New York
$17.3M +$17.3M +350,500 New
RIM
16
Rockbridge Investment Management
New York
$16.5M +$3.55M +71,709 +27%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$16.1M +$3.12M +63,177 +24%
MWM
18
Mission Wealth Management
California
$15.1M -$1.35M -27,277 -8%
CST
19
Charles Schwab Trust
Nevada
$14.6M -$988K -19,972 -6%
Cerity Partners
20
Cerity Partners
New York
$13.9M +$5.38M +102,387 +63%
EIG
21
Ellenbecker Investment Group
Wisconsin
$13.5M -$6.14M -124,144 -31%
SRSA
22
S.R. Schill & Associates
Washington
$13.4M -$2.75M -55,674 -17%
HHGA
23
Halbert Hargrove Global Advisors
California
$13.2M -$1.07M -21,619 -8%
UBS Group
24
UBS Group
Switzerland
$12.7M +$6.23M +126,035 +96%
Legacy Financial Group (Iowa)
25
Legacy Financial Group (Iowa)
Iowa
$12.1M +$908K +18,363 +8%
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