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iShares Core US REIT ETF
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Overview Fund Activity

138 hedge funds and large institutions have $457M invested in iShares Core US REIT ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+28
Holders Change %
+25.45%
% of All Funds
3.08%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
44
Increased
50
Reduced
27
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$128M
2
BlackRock
BlackRock
New York
+$10.2M
3
RWM
Ritholtz Wealth Management
New York
+$4.14M
4
RJA
Raymond James & Associates
Florida
+$3.52M
5
Wells Fargo
Wells Fargo
California
+$3.25M

Top Sellers

1
AA
Advisory Alpha
Michigan
-$12.3M
2
Bank of America
Bank of America
North Carolina
-$3.81M
3
JA
JOYN Advisors
Georgia
-$3.67M
4
Goldman Sachs
Goldman Sachs
New York
-$3.52M
5
ACM
AlphaStar Capital Management
North Carolina
-$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.77M +$17.8K +397 +0.6%
MUAMU
27
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.73M +$1.48M +33,000 +119%
WI
28
WrapManager Inc
California
$2.64M +$6.19K +138 +0.2%
Ameriprise
29
Ameriprise
Minnesota
$2.61M +$2.61M +58,134 New
MFT
30
Moisand Fitzgerald Tamayo
Florida
$2.51M – – –
HHGA
31
Halbert Hargrove Global Advisors
California
$2.48M +$2.23M +49,628 +864%
AUB
32
Atlantic Union Bankshares
Virginia
$2.08M +$2.08M +46,353 New
SWP
33
Stratos Wealth Partners
Ohio
$2.05M +$2.05M +45,679 New
TFA
34
TPG Financial Advisors
Oregon
$2.01M +$2.01M +44,700 New
UBS Group
35
UBS Group
Switzerland
$1.95M -$330K -7,363 -14%
FWM
36
Foresight Wealth Management
Utah
$1.9M +$1.9M +42,393 New
Jane Street
37
Jane Street
New York
$1.88M +$302K +6,743 +19%
DADC
38
D.A. Davidson & Co
Montana
$1.76M +$71.2K +1,587 +4%
SWM
39
SigFig Wealth Management
California
$1.68M -$26.3K -587 -2%
FAAS
40
First Allied Advisory Services
California
$1.62M +$1.62M +35,982 New
ACA
41
Anchor Capital Advisors
Massachusetts
$1.56M +$1.56M +34,778 New
EFL
42
ERn Financial LLC
Wisconsin
$1.5M +$1.5M +33,412 New
ASN
43
Advisory Services Network
Georgia
$1.41M +$1.34M +29,813 +1,738%
CM
44
Columbus Macro
Pennsylvania
$1.41M +$1.41M +31,330 New
FCIM
45
Fairview Capital Investment Management
California
$1.4M +$955K +21,300 +213%
IAA
46
Ironsides Asset Advisors
North Carolina
$1.32M – – –
PFC
47
Personal Financial Consultants
California
$1.32M +$1.32M +29,392 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.3M +$615K +13,724 +90%
IA
49
IFP Advisors
Florida
$1.23M -$557K -12,451 -31%
ACM
50
Armbruster Capital Management
New York
$1.19M +$752K +16,762 +172%
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