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iShares Core US REIT ETF
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Overview Fund Activity

164 hedge funds and large institutions have $720M invested in iShares Core US REIT ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+13
Holders Change %
+8.61%
% of All Funds
3.57%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
28
Increased
78
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$54.2M
2
Morgan Stanley
Morgan Stanley
New York
+$10.5M
3
PPW
Pasadena Private Wealth
California
+$6.3M
4
HS
Horan Securities
United States
+$5.8M
5
JA
JOYN Advisors
Georgia
+$5.59M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$12.5M
2
AUB
Atlantic Union Bankshares
Virginia
-$11.4M
3
CSIA
Charles Schwab Investment Advisory
California
-$7.29M
4
FA
Fiducient Advisors
Illinois
-$4.72M
5
CF
Copperwynd Financial
Arizona
-$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
26
Freedom Investment Management
Connecticut
$5.67M -$462K -8,877 -8%
LPL Financial
27
LPL Financial
California
$5.61M -$1.08M -20,743 -16%
HPWM
28
Highland Private Wealth Management
Washington
$5.38M +$706K +13,565 +15%
MG
29
McCutchen Group
Washington
$4.83M +$789K +15,170 +20%
CM
30
Cornerstone Management
Georgia
$4.41M -$119K -2,292 -3%
SRSA
31
S.R. Schill & Associates
Washington
$4.31M +$4.31M +82,843 New
MAS
32
Managed Account Services
Florida
$4.06M +$65.2K +1,224 +2%
ACP
33
Aveo Capital Partners
Colorado
$4.05M +$2.35M +44,776 +139%
MCM
34
MV Capital Management
Maryland
$3.95M +$387K +7,432 +11%
EFL
35
ERn Financial LLC
Wisconsin
$3.74M +$149K +2,867 +4%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$3.26M +$690K +13,342 +27%
BC
37
Brinker Capital
Pennsylvania
$3.23M +$1.11M +21,387 +53%
WI
38
WrapManager Inc
California
$3.06M +$76.7K +1,475 +3%
MFT
39
Moisand Fitzgerald Tamayo
Florida
$2.9M +$39K +749 +1%
RFN
40
RDA Financial Network
Iowa
$2.89M +$51.3K +959 +2%
FWM
41
Foresight Wealth Management
Utah
$2.8M +$51.8K +995 +2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$2.72M -$398K -7,644 -13%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$2.71M +$228K +4,379 +9%
MGIA
44
Moneta Group Investment Advisors
Missouri
$2.67M -$889K -4,758 -25%
TFA
45
TPG Financial Advisors
Oregon
$2.37M +$47.8K +895 +2%
SB
46
Strategic Blueprint
Georgia
$2.35M +$240K +4,617 +11%
SPC
47
Sigma Planning Corp
Michigan
$2.32M +$760K +14,609 +49%
HT
48
HAP Trading
New York
$2.28M +$2.28M +43,802 New
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$2.27M +$1.14M +21,882 +100%
CFS
50
Cannon Financial Strategists
Georgia
$1.95M +$146K +2,809 +8%
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