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iShares Core US REIT ETF
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Overview Fund Activity

151 hedge funds and large institutions have $629M invested in iShares Core US REIT ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+13
Holders Change %
+9.42%
% of All Funds
3.27%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
34
Increased
65
Reduced
34
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
USAA
United Services Automobile Association
Texas
+$36M
2
FA
Fiducient Advisors
Illinois
+$21.5M
3
Wells Fargo
Wells Fargo
California
+$11.6M
4
BFG
Barber Financial Group
Kansas
+$11.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.1M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$32.6M
2
BlackRock
BlackRock
New York
-$18M
3
RJA
Raymond James & Associates
Florida
-$6.54M
4
CSIA
Charles Schwab Investment Advisory
California
-$4.7M
5
RWM
Ritholtz Wealth Management
New York
-$3.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
MCF Advisors
Kentucky
$834K +$180K +3,478 +28%
AG
77
Advisor Group
Arizona
$702K +$73.2K +1,416 +12%
KWM
78
Kingsview Wealth Management
Oregon
$632K +$632K +12,224 New
GWAG
79
Garrett Wealth Advisory Group
Texas
$623K +$360K +6,973 +137%
HS
80
Horan Securities
United States
$615K +$610K +11,799 +11,918%
RA
81
RFG Advisory
Alabama
$593K -$480K -9,247 -45%
HR
82
Hayden Royal
North Carolina
$589K +$177K +3,416 +43%
WCM
83
Windsor Capital Management
Arizona
$569K +$73.2K +1,416 +15%
MWM
84
Mascoma Wealth Management
New Hampshire
$548K +$456K +8,817 +495%
BRC
85
Bell Rock Capital
Delaware
$525K +$127K +2,462 +32%
AI
86
Atria Investments
North Carolina
$522K -$195K -3,773 -27%
MML Investors Services
87
MML Investors Services
Massachusetts
$496K +$56.6K +1,094 +13%
DIA
88
Davidson Investment Advisors
Montana
$486K -$14K -271 -3%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$475K +$5.63K +109 +1%
AA
90
Alesco Advisors
New York
$463K +$7.76K +150 +2%
JIP
91
Jaffetilchin Investment Partners
Florida
$435K +$435K +8,412 New
Bank of New York Mellon
92
Bank of New York Mellon
New York
$408K +$136K +2,633 +50%
TRCT
93
Tower Research Capital (TRC)
New York
$395K +$395K +7,641 New
CAN
94
Cetera Advisor Networks
California
$392K -$167K -3,258 -30%
PAG
95
Pinnacle Advisory Group
Maryland
$378K +$57.8K +1,117 +18%
MUAMU
96
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$377K +$28.6K +5,000 +8%
PAG
97
Private Advisor Group
New Jersey
$374K -$39.9K -772 -10%
GSIS
98
Global Strategic Investment Solutions
Arizona
$341K – – –
DWT
99
Dorsey & Whitney Trust
South Dakota
$335K +$102K +1,966 +44%
IFWM
100
Institute for Wealth Management
Colorado
$307K +$307K +5,943 New
2 3
4
5 6