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iShares Core US REIT ETF
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Overview Fund Activity

190 hedge funds and large institutions have $795M invested in iShares Core US REIT ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
22
Increased
73
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$40M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$8.86M
3
BIP
Blueprint Investment Partners
North Carolina
$12.6M
4
CP
CornerStone Partners
Virginia
$13.4M
5
FA
Fiducient Advisors
Illinois
$33.9M

Top Sellers

1
BlackRock
BlackRock
New York
$181M
2
CSIA
Charles Schwab Investment Advisory
California
$81.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$487K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17K
5
BO
Bank OZK
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
51
RDA Financial Network
Iowa
$2.49M +$67.5K +1,543 +3%
BPM
52
Bowling Portfolio Management
Ohio
$2.26M +$2.26M +51,657 New
MUAMU
53
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.21M -$78.7K -1,800 -3%
SWM
54
SigFig Wealth Management
California
$2.12M +$99.6K +2,280 +5%
AF
55
Allworth Financial
California
$2.1M +$206K +4,701 +11%
CST
56
Charles Schwab Trust
Nevada
$2.08M +$1.84K +42 +0.1%
HighTower Advisors
57
HighTower Advisors
Illinois
$1.85M -$374K -8,543 -17%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$1.73M +$514K +11,011 +42%
KBFS
59
Kohmann Bosshard Financial Services
Ohio
$1.67M -$19.9K -455 -1%
Lido Advisors
60
Lido Advisors
California
$1.62M +$83.7K +1,914 +5%
SC
61
Scotia Capital
Ontario, Canada
$1.59M +$1.59M +36,420 New
FSWA
62
Financial Synergies Wealth Advisors
Texas
$1.51M -$360K -8,238 -19%
JWCA
63
J.W. Cole Advisors
Florida
$1.46M -$256K -5,860 -15%
UBS Group
64
UBS Group
Switzerland
$1.45M -$22.2K -508 -2%
FI
65
FormulaFolio Investments
Michigan
$1.43M +$625K +14,291 +78%
Schroder Investment Management Group
66
Schroder Investment Management Group
United Kingdom
$1.37M +$1.37M +30,000 New
RW
67
RVW Wealth
California
$1.35M -$204K -4,675 -13%
KWM
68
Kingsview Wealth Management
Oregon
$1.35M +$11.7K +268 +0.9%
AWM
69
Apollon Wealth Management
South Carolina
$1.33M -$14.1K -323 -1%
WCM
70
Windsor Capital Management
Arizona
$1.32M +$149K +3,411 +13%
RJA
71
Raymond James & Associates
Florida
$1.17M +$173K +3,959 +17%
MCM
72
Monument Capital Management
Virginia
$1.17M +$1.17M +26,662 New
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$1.11M -$624K -14,272 -36%
MFGP
74
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.1M -$124K -2,835 -10%
EWA
75
Exencial Wealth Advisors
Oklahoma
$1.07M +$560K +12,804 +109%
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