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iShares Core US REIT ETF
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Overview Fund Activity

205 hedge funds and large institutions have $734M invested in iShares Core US REIT ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 57 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-10
Holders Change %
-4.65%
% of All Funds
4.53%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
35
Increased
88
Reduced
57
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$63.2M
2
BlackRock
BlackRock
New York
+$21.8M
3
MG
McCutchen Group
Washington
+$18.7M
4
FA
Fiducient Advisors
Illinois
+$6.67M
5
HighTower Advisors
HighTower Advisors
Illinois
+$6.39M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$27M
2
CIA
Compass Ion Advisors
Pennsylvania
-$12.7M
3
FI
FormulaFolio Investments
Michigan
-$10.2M
4
PFG
Pacific Financial Group
Washington
-$9.15M
5
Bank of America
Bank of America
North Carolina
-$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
51
Foresight Wealth Management
Utah
$2.24M +$56.6K +1,445 +3%
RFN
52
RDA Financial Network
Iowa
$2.18M +$142K +3,632 +7%
WI
53
WrapManager Inc
California
$2.1M -$400K -10,210 -16%
SFG
54
StrategIQ Financial Group
Indiana
$2.05M +$1.11M +28,218 +117%
AWM
55
AE Wealth Management
Kansas
$1.95M +$248K +6,323 +15%
MWM
56
Mission Wealth Management
California
$1.9M +$1.45M +37,115 +330%
PFM
57
Phillips Financial Management
Indiana
$1.85M +$1.85M +50,800 New
TFA
58
TPG Financial Advisors
Oregon
$1.82M +$3.41K +87 +0.2%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$1.69M +$130K +3,321 +8%
PPW
60
Pasadena Private Wealth
California
$1.6M -$3.4M -82,485 -68%
SWM
61
SigFig Wealth Management
California
$1.59M +$125K +3,204 +9%
KBFS
62
Kohmann Bosshard Financial Services
Ohio
$1.54M +$1.38M +35,221 +888%
MHS
63
M Holdings Securities
Oregon
$1.52M +$1.52M +38,694 New
AIM
64
Acropolis Investment Management
Missouri
$1.43M +$439K +11,199 +44%
SB
65
Strategic Blueprint
Georgia
$1.41M -$989K -25,266 -41%
Comerica Bank
66
Comerica Bank
Texas
$1.4M -$441K -11,056 -24%
BO
67
Bank OZK
Arkansas
$1.39M +$312K +7,959 +29%
CFD
68
Creative Financial Designs
Indiana
$1.33M +$100K +2,557 +8%
SS
69
Simplicity Solutions
Minnesota
$1.32M +$210K +5,364 +19%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$1.32M -$500K -12,765 -28%
Lido Advisors
71
Lido Advisors
California
$1.29M +$236K +6,027 +22%
RW
72
RVW Wealth
California
$1.28M +$1.28M +32,663 New
AF
73
Allworth Financial
California
$1.25M +$1.21M +30,804 +2,578%
AWM
74
Apollon Wealth Management
South Carolina
$1.21M +$1.21M +30,984 New
IWP
75
IAG Wealth Partners
Wisconsin
$1.18M +$87.3K +2,229 +8%
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3
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