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iShares Core US REIT ETF
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Overview Fund Activity

212 hedge funds and large institutions have $1.11B invested in iShares Core US REIT ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+6
Holders Change %
+2.91%
% of All Funds
3.73%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
27
Increased
85
Reduced
65
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$28.3M
2
AA
Advisory Alpha
Michigan
+$16.4M
3
BIP
Blueprint Investment Partners
North Carolina
+$13.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$10.8M
5
TC
TownSquare Capital
Utah
+$8.06M

Top Sellers

1
BlackRock
BlackRock
New York
-$12M
2
HS
Horan Securities
United States
-$11M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$9.91M
4
FA
Fiducient Advisors
Illinois
-$9.5M
5
Bank of America
Bank of America
North Carolina
-$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
26
Biltmore Wealth Management
Arizona
$8.84M +$2.58M +49,300 +41%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$8.71M -$123K -2,339 -1%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$8.48M +$943K +17,991 +13%
EFL
29
ERn Financial LLC
Wisconsin
$8.42M +$1.68K +32 +0%
Bank of America
30
Bank of America
North Carolina
$7.81M -$8.08M -154,243 -51%
CCP
31
Cardan Capital Partners
Colorado
$7.49M +$7.49M +143,004 New
Creative Planning
32
Creative Planning
Kansas
$7.38M -$225K -4,294 -3%
TA
33
Tectonic Advisors
Texas
$7.3M +$104K +1,978 +1%
CM
34
Cornerstone Management
Georgia
$6.49M +$1.17M +22,248 +22%
IA
35
Inspire Advisors
Idaho
$6.46M +$332K +6,336 +5%
PFM
36
Phillips Financial Management
Indiana
$6.28M +$458K +8,732 +8%
Osaic Holdings
37
Osaic Holdings
Arizona
$5.75M -$232K -4,422 -4%
MGIA
38
Moneta Group Investment Advisors
Missouri
$5.72M +$504K +9,621 +10%
FFA
39
Fi3 Financial Advisors
Indiana
$5.48M +$5.48M +104,481 New
PPA
40
Parametric Portfolio Associates
Washington
$5.43M -$116K -2,208 -2%
CFS
41
Cannon Financial Strategists
Georgia
$5.08M +$433K +8,259 +9%
MHS
42
M Holdings Securities
Oregon
$4.66M +$288K +5,499 +7%
PAM
43
Peninsula Asset Management
Florida
$4.43M +$356K +6,801 +9%
MFT
44
Moisand Fitzgerald Tamayo
Florida
$4.24M +$116K +2,214 +3%
Goldman Sachs
45
Goldman Sachs
New York
$4.05M -$279K -5,327 -6%
RA
46
Rodgers & Associates
Pennsylvania
$3.94M +$167K +3,189 +4%
Wells Fargo
47
Wells Fargo
California
$3.92M -$31.9K -609 -0.8%
SFG
48
StrategIQ Financial Group
Indiana
$3.88M +$343K +6,546 +10%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$3.88M -$424K -8,100 -10%
Legacy Financial Group (Iowa)
50
Legacy Financial Group (Iowa)
Iowa
$3.77M -$307K -5,850 -8%
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