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iShares Core US REIT ETF
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Overview Fund Activity

205 hedge funds and large institutions have $734M invested in iShares Core US REIT ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 57 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-10
Holders Change %
-4.65%
% of All Funds
4.53%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
35
Increased
88
Reduced
57
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$63.2M
2
BlackRock
BlackRock
New York
+$21.8M
3
MG
McCutchen Group
Washington
+$18.7M
4
FA
Fiducient Advisors
Illinois
+$6.67M
5
HighTower Advisors
HighTower Advisors
Illinois
+$6.39M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$27M
2
CIA
Compass Ion Advisors
Pennsylvania
-$12.7M
3
FI
FormulaFolio Investments
Michigan
-$10.2M
4
PFG
Pacific Financial Group
Washington
-$9.15M
5
Bank of America
Bank of America
North Carolina
-$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Karp Capital Management
California
$5.49M +$1.42M +36,349 +35%
HS
27
Horan Securities
United States
$5.39M +$175K +4,466 +3%
Bank of America
28
Bank of America
North Carolina
$5.17M -$6.49M -165,778 -56%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$5.03M -$241K -6,142 -5%
AUB
30
Atlantic Union Bankshares
Virginia
$4.96M -$4.66M -118,908 -48%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$4.83M +$1.63M +41,502 +51%
HHGA
32
Halbert Hargrove Global Advisors
California
$4.24M +$4.08M +104,164 +2,525%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$3.78M +$844K +21,543 +29%
HCA
34
Heck Capital Advisors
Wisconsin
$3.39M +$3.39M +86,458 New
CST
35
Charles Schwab Trust
Nevada
$3.33M +$2.69M +68,774 +424%
RFM
36
Royal Fund Management
Florida
$3.15M -$2.42M -61,745 -43%
MWM
37
McNaughton Wealth Management
California
$3.04M +$576K +14,707 +23%
BWM
38
Biltmore Wealth Management
Arizona
$3.02M – – –
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$2.96M +$160K +4,086 +6%
Goldman Sachs
40
Goldman Sachs
New York
$2.89M +$1.89M +48,171 +188%
MCM
41
MV Capital Management
Maryland
$2.86M -$357K -9,107 -11%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$2.85M -$154K -3,923 -5%
BIP
43
Blueprint Investment Partners
North Carolina
$2.79M -$2.32M -59,268 -45%
MGIA
44
Moneta Group Investment Advisors
Missouri
$2.77M +$718K +18,342 +35%
MFT
45
Moisand Fitzgerald Tamayo
Florida
$2.73M +$456K +11,656 +20%
CFS
46
Cannon Financial Strategists
Georgia
$2.65M +$369K +9,412 +16%
Osaic Holdings
47
Osaic Holdings
Arizona
$2.62M +$2.62M +66,873 New
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$2.37M -$553K -14,109 -19%
CM
49
Cornerstone Management
Georgia
$2.33M -$37.2K -950 -2%
FVWA
50
Foster Victor Wealth Advisors
South Carolina
$2.31M +$428K +10,806 +23%
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