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iShares Core US REIT ETF
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Overview Fund Activity

86 hedge funds and large institutions have $268M invested in iShares Core US REIT ETF in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.97%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
17
Increased
38
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Advisory Alpha
Michigan
$13.5M
2
USAA
United Services Automobile Association
Texas
$21.1M
3
JA
JOYN Advisors
Georgia
$19.6M
4
BlackRock
BlackRock
New York
$86.9M
5
CF
Copperwynd Financial
Arizona
$2.56M

Top Sellers

1
WI
WBI Investments
New Jersey
$0
2
BC
Brinker Capital
Pennsylvania
$2.91M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.35M
4
TRCT
Tower Research Capital (TRC)
New York
$0
5
PAG
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$426K – – –
AA
52
Alesco Advisors
New York
$420K +$420K +8,538 New
HighTower Advisors
53
HighTower Advisors
Illinois
$369K +$51.7K +1,048 +16%
CAN
54
Cetera Advisor Networks
California
$355K -$20.4K -416 -5%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$329K -$3.63K -74 -1%
WCM
56
Windsor Capital Management
Arizona
$292K +$292K +5,954 New
MML Investors Services
57
MML Investors Services
Massachusetts
$279K +$14.4K +293 +5%
RWM
58
Ritholtz Wealth Management
New York
$274K +$23K +467 +9%
EIG
59
Ellenbecker Investment Group
Wisconsin
$251K +$251K +5,110 New
BRC
60
Bell Rock Capital
Delaware
$245K +$119K +2,415 +94%
FAAS
61
First Allied Advisory Services
California
$242K -$10.9K -222 -4%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$224K +$25.3K +514 +13%
DSN
63
D. Scott Neal
Kentucky
$222K +$10.9K +221 +5%
SWM
64
Sanctuary Wealth Management
Idaho
$222K +$222K +4,510 New
SFM
65
Signet Financial Management
New Jersey
$115K -$7.86K -160 -6%
AG
66
Advisor Group
Arizona
$110K +$4.38K +89 +4%
WP
67
WealthShield Partners
North Carolina
$108K – – –
RCAG
68
Rehmann Capital Advisory Group
Michigan
$101K – – –
SSP
69
Sapphire Star Partners
Washington
$75K +$75K +1,528 New
QCIG
70
Quad-Cities Investment Group
Iowa
$68K +$68K +1,382 New
ASN
71
Advisory Services Network
Georgia
$67K +$53K +1,081 +378%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$51K +$51K +1,046 New
HT
73
Heritage Trust
Oklahoma
$39K – – –
SWP
74
Strategic Wealth Partners
Ohio
$35K -$648 -13 -2%
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$32K – – –
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