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iShares Core US REIT ETF
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Overview Fund Activity

79 hedge funds and large institutions have $202M invested in iShares Core US REIT ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+13
Holders Change %
+19.7%
% of All Funds
1.81%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
23
Increased
28
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$71.7M
2
FA
Fiducient Advisors
Illinois
+$11.5M
3
BFG
Barber Financial Group
Kansas
+$7.1M
4
JA
JOYN Advisors
Georgia
+$6.76M
5
FIM
Freedom Investment Management
Connecticut
+$6.57M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$27.2M
2
HHGA
Halbert Hargrove Global Advisors
California
-$2.49M
3
Wells Fargo
Wells Fargo
California
-$2.23M
4
Jane Street
Jane Street
New York
-$1.64M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
51
First Allied Advisory Services
California
$232K -$61.1K -1,352 -21%
RWM
52
Ritholtz Wealth Management
New York
$230K +$230K +5,101 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$216K -$127K -2,813 -37%
DSN
54
D. Scott Neal
Kentucky
$194K -$837K -18,548 -81%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$182K -$1.17M -25,952 -87%
BRC
56
Bell Rock Capital
Delaware
$115K +$59.4K +1,329 +107%
SFM
57
Signet Financial Management
New Jersey
$113K +$113K +2,502 New
US Bancorp
58
US Bancorp
Minnesota
$107K +$107K +2,383 New
WP
59
WealthShield Partners
North Carolina
$98K +$25.2K +560 +35%
AG
60
Advisor Group
Arizona
$96K -$24.1K -539 -20%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$93K +$93K +2,060 New
FGC
62
Financial Gravity Companies
Texas
$64K +$64K +1,383 New
FGAM
63
Financial Gravity Asset Management
Texas
$64K +$64K +1,383 New
GWM
64
Geneos Wealth Management
Colorado
$62K -$10.1K -225 -14%
HT
65
Heritage Trust
Oklahoma
$36K -$58.4K -1,287 -62%
SWP
66
Strategic Wealth Partners
Ohio
$32K +$21.5K +480 +204%
HR
67
Howe & Rusling
New York
$32K +$32K +719 New
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$30K – – –
LWA
69
Lowe Wealth Advisors
Maryland
$27K – – –
SFSIG
70
San Francisco Sentry Investment Group
California
$22K – – –
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K -$130K -2,831 -88%
AA
72
AlphaMark Advisors
Kentucky
$18K – – –
ASN
73
Advisory Services Network
Georgia
$13K – – –
TAIM
74
TD Ameritrade Investment Management
Nebraska
$7K +$7K +153 New
HS
75
Horan Securities
United States
$4K – – –
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