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iShares Core US REIT ETF
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Overview Fund Activity

79 hedge funds and large institutions have $202M invested in iShares Core US REIT ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+13
Holders Change %
+19.7%
% of All Funds
1.81%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
23
Increased
28
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$71.7M
2
FA
Fiducient Advisors
Illinois
+$11.5M
3
BFG
Barber Financial Group
Kansas
+$7.1M
4
JA
JOYN Advisors
Georgia
+$6.76M
5
FIM
Freedom Investment Management
Connecticut
+$6.57M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$27.2M
2
HHGA
Halbert Hargrove Global Advisors
California
-$2.49M
3
Wells Fargo
Wells Fargo
California
-$2.23M
4
Jane Street
Jane Street
New York
-$1.64M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
26
Axa
France
$1.08M +$149K +3,310 +16%
1IA
27
1834 Investment Advisors
Wisconsin
$866K +$65.8K +1,460 +8%
LPL Financial
28
LPL Financial
California
$846K -$177K -3,935 -17%
KM
29
Kalos Management
Georgia
$835K -$37.8K -840 -4%
AF
30
Advisornet Financial
Minnesota
$824K +$805K +17,842 +4,140%
HFS
31
HL Financial Services
Kentucky
$782K +$274K +6,085 +54%
CA
32
Continuum Advisory
Idaho
$672K +$672K +14,911 New
SFG
33
StrategIQ Financial Group
Indiana
$655K +$136K +3,024 +26%
TRCT
34
Tower Research Capital (TRC)
New York
$641K +$641K +14,225 New
DIA
35
Davidson Investment Advisors
Montana
$609K +$67.1K +1,490 +12%
Bank of America
36
Bank of America
North Carolina
$607K -$178K -3,942 -23%
IA
37
IFP Advisors
Florida
$555K – – –
Citigroup
38
Citigroup
New York
$545K +$54.7K +1,214 +11%
AIA
39
Allegis Investment Advisors
Idaho
$516K -$79.8K -1,771 -13%
HHGA
40
Halbert Hargrove Global Advisors
California
$497K -$2.49M -55,218 -83%
ACM
41
Armbruster Capital Management
New York
$489K +$489K +10,859 New
AI
42
Atria Investments
North Carolina
$471K +$471K +10,455 New
RIA
43
Regal Investment Advisors
Michigan
$438K -$175K -3,887 -29%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$426K +$165K +3,677 +63%
AIM
45
Acropolis Investment Management
Missouri
$392K +$392K +8,700 New
PAG
46
Private Advisor Group
New Jersey
$360K +$360K +7,996 New
CAN
47
Cetera Advisor Networks
California
$347K +$32.9K +725 +10%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$305K +$305K +6,774 New
HighTower Advisors
49
HighTower Advisors
Illinois
$291K -$61.6K -1,363 -17%
MML Investors Services
50
MML Investors Services
Massachusetts
$243K +$18.2K +404 +8%
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