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iShares Core US REIT ETF
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Overview Fund Activity

110 hedge funds and large institutions have $298M invested in iShares Core US REIT ETF in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+24
Holders Change %
+27.91%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
33
Increased
39
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LNC
Lincoln National Corp
Pennsylvania
+$32.7M
2
Bank of America
Bank of America
North Carolina
+$6.32M
3
USAA
United Services Automobile Association
Texas
+$5.93M
4
RJA
Raymond James & Associates
Florida
+$4.61M
5
CM
Cornerstone Management
Georgia
+$3.91M

Top Sellers

1
BlackRock
BlackRock
New York
-$31.5M
2
CF
Copperwynd Financial
Arizona
-$2.56M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2M
4
RA
RFG Advisory
Alabama
-$1.76M
5
BC
Brinker Capital
Pennsylvania
-$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
76
Advisor Group
Arizona
$180K +$72.5K +1,507 +67%
MUAMU
77
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$153K +$153K +27,800 New
SFM
78
Signet Financial Management
New Jersey
$151K +$37.7K +779 +33%
CFD
79
Creative Financial Designs
Indiana
$129K +$129K +2,657 New
BAM
80
Belpointe Asset Management
Nevada
$113K +$113K +2,342 New
WP
81
WealthShield Partners
North Carolina
$108K – – –
RCAG
82
Rehmann Capital Advisory Group
Michigan
$99.7K – – –
ASN
83
Advisory Services Network
Georgia
$83K +$16.8K +348 +25%
S
84
SignatureFD
Georgia
$73K +$65K +1,342 +808%
CWA
85
Clarus Wealth Advisors
Arizona
$73K +$73K +1,500 New
QCIG
86
Quad-Cities Investment Group
Iowa
$67K -$97 -2 -0.1%
MWM
87
Mascoma Wealth Management
New Hampshire
$67K +$67K +1,382 New
GWM
88
Geneos Wealth Management
Colorado
$53K +$48.8K +1,023 +1,149%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$50K +$45.4K +928 +987%
SPIA
90
Steward Partners Investment Advisory
New York
$47K +$47K +975 New
HT
91
Heritage Trust
Oklahoma
$38K – – –
SWP
92
Strategic Wealth Partners
Ohio
$34K – – –
JCM
93
Jacobi Capital Management
Pennsylvania
$33K +$33K +673 New
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$32K – – –
LWA
95
Lowe Wealth Advisors
Maryland
$30K – – –
CI
96
CX Institutional
Indiana
$25K +$25K +512 New
CWSR
97
Chessman Wealth Strategies RIA
Texas
$20K +$20K +423 New
AA
98
AlphaMark Advisors
Kentucky
$19K – – –
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$14K -$35.5K -750 -72%
ADL
100
Asset Dedication LLC
California
$13K +$13K +264 New
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4
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