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iShares Core US REIT ETF
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Overview Fund Activity

212 hedge funds and large institutions have $1.11B invested in iShares Core US REIT ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+6
Holders Change %
+2.91%
% of All Funds
3.73%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
27
Increased
85
Reduced
65
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$28.3M
2
AA
Advisory Alpha
Michigan
+$16.4M
3
BIP
Blueprint Investment Partners
North Carolina
+$13.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$10.8M
5
TC
TownSquare Capital
Utah
+$8.06M

Top Sellers

1
BlackRock
BlackRock
New York
-$12M
2
HS
Horan Securities
United States
-$11M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$9.91M
4
FA
Fiducient Advisors
Illinois
-$9.5M
5
Bank of America
Bank of America
North Carolina
-$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$3.72M -$29.1K -556 -0.8%
LPL Financial
52
LPL Financial
California
$3.54M +$482K +9,209 +16%
FWM
53
Foresight Wealth Management
Utah
$3.31M +$43.4K +828 +1%
FHB
54
First Hawaiian Bank
Hawaii
$3.22M – – –
HCA
55
Heck Capital Advisors
Wisconsin
$3.18M -$24.4K -465 -0.8%
MUAMU
56
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3M -$969K -18,500 -24%
RFN
57
RDA Financial Network
Iowa
$3M +$45.2K +863 +2%
HighTower Advisors
58
HighTower Advisors
Illinois
$2.77M +$152K +2,902 +6%
Lido Advisors
59
Lido Advisors
California
$2.72M +$1.1M +21,051 +68%
FTA
60
Financial & Tax Architects
Missouri
$2.67M +$2.67M +50,870 New
CST
61
Charles Schwab Trust
Nevada
$2.63M +$105K +1,956 +4%
SWM
62
SigFig Wealth Management
California
$2.58M +$90.7K +1,731 +4%
FIM
63
Freedom Investment Management
Connecticut
$2.44M +$44.1K +841 +2%
BFA
64
Brown Financial Advisory
Alabama
$2.42M -$93.8K -1,791 -4%
PP
65
Prosperity Planning
Missouri
$2.4M +$246K +4,697 +11%
UBS Group
66
UBS Group
Switzerland
$2.33M +$349K +6,670 +18%
Nomura Asset Management
67
Nomura Asset Management
Japan
$2.27M – – –
AF
68
Allworth Financial
California
$2.16M -$81.1K -1,548 -4%
PCM
69
Piedmont Capital Management
Montana
$2.14M -$16.2K -307 -0.8%
WCM
70
Windsor Capital Management
Arizona
$2.09M +$316K +6,026 +18%
RW
71
RVW Wealth
California
$2M – – –
KBFS
72
Kohmann Bosshard Financial Services
Ohio
$1.99M -$4.61K -88 -0.2%
CL
73
COWA LLC
Oklahoma
$1.78M +$998K +21,509 +128%
BPM
74
Bowling Portfolio Management
Ohio
$1.75M -$581K -11,086 -25%
AWM
75
Apollon Wealth Management
South Carolina
$1.61M +$423K +8,070 +36%
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