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iShares Core US REIT ETF
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Overview Fund Activity

180 hedge funds and large institutions have $856M invested in iShares Core US REIT ETF in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+16
Holders Change %
+9.76%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
33
Increased
80
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$59M
2
AUB
Atlantic Union Bankshares
Virginia
+$18.7M
3
BlackRock
BlackRock
New York
+$15.6M
4
B
Barings
North Carolina
+$8.19M
5
PFG
Pacific Financial Group
Washington
+$7.53M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$53.3M
2
CSIA
Charles Schwab Investment Advisory
California
-$7.44M
3
BFG
Barber Financial Group
Kansas
-$5.66M
4
Jane Street
Jane Street
New York
-$4.85M
5
Morgan Stanley
Morgan Stanley
New York
-$3.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
26
Horan Securities
United States
$7M +$145K +2,615 +2%
PPW
27
Pasadena Private Wealth
California
$6.76M +$32.6K +586 +0.5%
EIG
28
Ellenbecker Investment Group
Wisconsin
$6.59M +$316K +5,693 +5%
Ameriprise
29
Ameriprise
Minnesota
$6.47M +$267K +4,815 +4%
FIM
30
Freedom Investment Management
Connecticut
$6.02M -$33.4K -602 -0.6%
MG
31
McCutchen Group
Washington
$5.56M +$394K +7,099 +8%
KCM
32
Karp Capital Management
California
$5.51M +$5.51M +99,190 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$5.19M -$2.21M -39,750 -30%
CM
34
Cornerstone Management
Georgia
$4.92M +$216K +3,893 +5%
MCM
35
MV Capital Management
Maryland
$4.4M +$177K +3,194 +4%
EFL
36
ERn Financial LLC
Wisconsin
$4.3M +$302K +5,440 +8%
AI
37
Atria Investments
North Carolina
$4.19M +$3.58M +64,450 +586%
MAS
38
Managed Account Services
Florida
$4.18M -$45.3K -818 -1%
Jane Street
39
Jane Street
New York
$4M -$4.85M -87,390 -55%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$3.87M +$359K +6,466 +10%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$3.84M +$3.3M +59,436 +611%
EWM
42
Executive Wealth Management
Michigan
$3.56M +$3.56M +64,080 New
SPC
43
Sigma Planning Corp
Michigan
$3.49M +$1.02M +18,366 +41%
WI
44
WrapManager Inc
California
$3.48M +$217K +3,897 +7%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$3.35M +$453K +8,149 +16%
MFT
46
Moisand Fitzgerald Tamayo
Florida
$3.15M +$54.9K +989 +2%
CFS
47
Cannon Financial Strategists
Georgia
$3.02M +$933K +16,797 +45%
FWM
48
Foresight Wealth Management
Utah
$3M +$12.5K +225 +0.4%
RFN
49
RDA Financial Network
Iowa
$2.94M -$67.8K -1,220 -2%
MGIA
50
Moneta Group Investment Advisors
Missouri
$2.83M +$2.03M +36,604 +256%
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