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iShares Core US REIT ETF
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Overview Fund Activity

215 hedge funds and large institutions have $929M invested in iShares Core US REIT ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 88 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+35
Holders Change %
+19.44%
% of All Funds
4.25%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.32%
New
50
Increased
88
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$16.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$11.6M
4
MG
McCutchen Group
Washington
+$5.34M
5
Bank of America
Bank of America
North Carolina
+$5.23M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$31M
2
B
Barings
North Carolina
-$8.83M
3
AUB
Atlantic Union Bankshares
Virginia
-$4.97M
4
CSIA
Charles Schwab Investment Advisory
California
-$4.8M
5
Jane Street
Jane Street
New York
-$4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
51
Moisand Fitzgerald Tamayo
Florida
$3.16M +$67.3K +1,232 +2%
FWM
52
Foresight Wealth Management
Utah
$3.05M +$99.5K +1,822 +3%
BWM
53
Biltmore Wealth Management
Arizona
$3.02M +$3.02M +55,279 New
SPC
54
Sigma Planning Corp
Michigan
$2.92M -$515K -9,439 -15%
RFN
55
RDA Financial Network
Iowa
$2.9M -$55.9K -999 -2%
IA
56
IFP Advisors
Florida
$2.89M +$993K +18,376 +52%
JWCA
57
J.W. Cole Advisors
Florida
$2.88M +$2.88M +52,819 New
MGIA
58
Moneta Group Investment Advisors
Missouri
$2.86M +$76.9K +1,408 +3%
MAS
59
Managed Account Services
Florida
$2.71M -$1.35M -25,069 -33%
Comerica Bank
60
Comerica Bank
Texas
$2.58M +$11.7K +210 +0.5%
FVWA
61
Foster Victor Wealth Advisors
South Carolina
$2.56M +$2.56M +47,427 New
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$2.53M +$1.8M +33,023 +247%
TFA
63
TPG Financial Advisors
Oregon
$2.53M +$107K +1,962 +4%
AWM
64
AE Wealth Management
Kansas
$2.37M +$1.1M +20,133 +86%
MUAMU
65
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.36M +$224K +4,100 +10%
HighTower Advisors
66
HighTower Advisors
Illinois
$2.36M +$425K +7,784 +22%
FFC
67
Fure Financial Corporation
Minnesota
$2.27M +$2.27M +41,650 New
Baird Financial Group
68
Baird Financial Group
Wisconsin
$2.18M +$302K +5,538 +16%
KWM
69
Kingsview Wealth Management
Oregon
$2.17M -$35.7K -653 -2%
SWM
70
SigFig Wealth Management
California
$2.05M +$3.49K +64 +0.2%
NA
71
NewEdge Advisors
Louisiana
$2.04M +$2.04M +37,281 New
Voloridge Investment Management
72
Voloridge Investment Management
Florida
$1.86M +$411K +7,532 +28%
DSN
73
D. Scott Neal
Kentucky
$1.78M +$1.78M +32,512 New
HR
74
Hayden Royal
North Carolina
$1.74M +$598K +10,311 +52%
FCIM
75
Fairview Capital Investment Management
California
$1.71M – – –
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