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iShares Core US REIT ETF
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Overview Fund Activity

320 hedge funds and large institutions have $1.2B invested in iShares Core US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-5
Holders Change %
-1.54%
% of All Funds
5.12%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
34
Increased
115
Reduced
105
Closed
29
Calls
$632K
Puts
$2.37M
Net Calls
-$1.74M
Net Calls Change
-$8.66M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$63.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$13.4M
3
BlackRock
BlackRock
New York
$98.1M
4
PF
Phoenix Financial
Israel
$7.78M
5
CST
Charles Schwab Trust
Nevada
$21.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.43M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$11.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$48.6M
4
UBS Group
UBS Group
Switzerland
$7.99M
5
PCH
PGIM Custom Harvest
New Jersey
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$125M -$800K -15,872 -0.6%
BlackRock
2
BlackRock
New York
$98.1M +$8.22M +163,152 +9%
US Bancorp
3
US Bancorp
Minnesota
$63.6M +$11.4M +225,835 +22%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$48.6M -$7.96M -157,931 -14%
Corient Private Wealth
5
Corient Private Wealth
Florida
$46.2M +$1.04M +20,592 +2%
FA
6
Fiducient Advisors
Illinois
$35.4M +$178K +3,537 +0.5%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$31.5M +$2.88M +58,011 +10%
Morgan Stanley
8
Morgan Stanley
New York
$30.6M -$267K -5,306 -0.9%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$28.5M -$1.15M -22,815 -4%
CL
10
Choreo LLC
Illinois
$27.8M -$595K -11,810 -2%
AA
11
Advisory Alpha
Michigan
$21.4M -$77.1K -1,529 -0.4%
CST
12
Charles Schwab Trust
Nevada
$21.2M +$6.28M +124,634 +42%
HighTower Advisors
13
HighTower Advisors
Illinois
$19.4M +$263K +5,221 +1%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$18.7M +$2.3M +45,563 +14%
RIM
15
Rockbridge Investment Management
New York
$18.1M +$1.32M +26,103 +8%
MWM
16
Mission Wealth Management
California
$17.3M +$1.9M +37,724 +12%
SRSA
17
S.R. Schill & Associates
Washington
$15.8M +$2.16M +42,792 +16%
Cerity Partners
18
Cerity Partners
New York
$15.3M +$1.98M +39,196 +15%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$14.5M +$2.11M +41,909 +17%
OH
20
Oikos Holdings
New York
$13.4M -$4.28M -84,848 -24%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$13.4M +$10.1M +200,000 +308%
Legacy Financial Group (Iowa)
22
Legacy Financial Group (Iowa)
Iowa
$12.7M +$355K +7,041 +3%
EIG
23
Ellenbecker Investment Group
Wisconsin
$12.5M -$1.19M -23,595 -9%
HHGA
24
Halbert Hargrove Global Advisors
California
$11.9M -$1.58M -31,324 -12%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$11.1M -$21.7M -431,369 -66%
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