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iShares Core US REIT ETF
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Overview Fund Activity

190 hedge funds and large institutions have $795M invested in iShares Core US REIT ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
22
Increased
73
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$40M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$8.86M
3
BIP
Blueprint Investment Partners
North Carolina
$12.6M
4
CP
CornerStone Partners
Virginia
$13.4M
5
FA
Fiducient Advisors
Illinois
$33.9M

Top Sellers

1
BlackRock
BlackRock
New York
$181M
2
CSIA
Charles Schwab Investment Advisory
California
$81.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$487K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17K
5
BO
Bank OZK
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
26
Rockbridge Investment Management
New York
$6.19M +$1.17M +26,862 +23%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$5.43M +$575K +13,145 +12%
BWM
28
Biltmore Wealth Management
Arizona
$5.09M +$67K +1,540 +1%
Goldman Sachs
29
Goldman Sachs
New York
$4.96M +$500K +11,427 +11%
Bank of America
30
Bank of America
North Carolina
$4.6M +$980K +22,408 +27%
PFM
31
Phillips Financial Management
Indiana
$4.35M +$427K +9,756 +11%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$4.34M +$289K +6,610 +7%
MGIA
33
Moneta Group Investment Advisors
Missouri
$4.14M +$361K +8,243 +10%
CM
34
Cornerstone Management
Georgia
$4.14M +$372K +8,510 +10%
CFS
35
Cannon Financial Strategists
Georgia
$3.64M +$274K +6,274 +8%
MHS
36
M Holdings Securities
Oregon
$3.52M +$251K +5,749 +8%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$3.5M +$113K +2,594 +3%
RFM
38
Royal Fund Management
Florida
$3.41M +$35.5K +811 +1%
MFT
39
Moisand Fitzgerald Tamayo
Florida
$3.37M +$81.8K +1,871 +2%
Osaic Holdings
40
Osaic Holdings
Arizona
$3.35M -$271K -6,204 -7%
PAM
41
Peninsula Asset Management
Florida
$3.32M +$100K +2,290 +3%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$3.26M -$217K -4,961 -6%
Wells Fargo
43
Wells Fargo
California
$3.21M -$625K -14,298 -16%
CCP
44
Cardan Capital Partners
Colorado
$3.21M -$355K -8,119 -10%
FIM
45
Freedom Investment Management
Connecticut
$2.99M -$942K -21,539 -24%
LPL Financial
46
LPL Financial
California
$2.71M -$998K -22,823 -27%
HCA
47
Heck Capital Advisors
Wisconsin
$2.69M -$999K -22,828 -27%
FHB
48
First Hawaiian Bank
Hawaii
$2.69M – – –
FWM
49
Foresight Wealth Management
Utah
$2.66M +$142K +3,258 +6%
SFG
50
StrategIQ Financial Group
Indiana
$2.59M +$19.4K +443 +0.8%
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