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iShares Core US REIT ETF
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Overview Fund Activity

180 hedge funds and large institutions have $856M invested in iShares Core US REIT ETF in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+16
Holders Change %
+9.76%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
33
Increased
80
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$59M
2
AUB
Atlantic Union Bankshares
Virginia
+$18.7M
3
BlackRock
BlackRock
New York
+$15.6M
4
B
Barings
North Carolina
+$8.19M
5
PFG
Pacific Financial Group
Washington
+$7.53M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$53.3M
2
CSIA
Charles Schwab Investment Advisory
California
-$7.44M
3
BFG
Barber Financial Group
Kansas
-$5.66M
4
Jane Street
Jane Street
New York
-$4.85M
5
Morgan Stanley
Morgan Stanley
New York
-$3.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$1.3M +$1.07M +19,251 +473%
AG
77
Advisor Group
Arizona
$1.28M -$452K -8,145 -26%
HAS
78
HBW Advisory Services
California
$1.26M +$1.26M +22,774 New
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$1.26M -$339K -6,094 -21%
KM
80
Kalos Management
Georgia
$1.21M -$15.3K -275 -1%
ASN
81
Advisory Services Network
Georgia
$1.2M – – –
UBS Group
82
UBS Group
Switzerland
$1.16M +$21.8K +393 +2%
RWM
83
Ritholtz Wealth Management
New York
$1.13M -$41.9K -755 -4%
HR
84
Hayden Royal
North Carolina
$1.1M +$335K +6,028 +44%
Axa
85
Axa
France
$1.09M -$45.5K -820 -4%
1IA
86
1834 Investment Advisors
Wisconsin
$1.06M -$37.2K -670 -3%
VBFP
87
Valtinson Bruner Financial Planning
Minnesota
$1.05M +$1.05M +18,950 New
GM
88
GeoWealth Management
Illinois
$1.03M +$1.03M +18,576 New
AIA
89
Avalon Investment & Advisory
Texas
$966K +$460K +8,277 +91%
CW
90
CreativeOne Wealth
Kansas
$959K +$959K +17,266 New
CFN
91
Cordasco Financial Network
Florida
$927K +$108K +1,951 +13%
GWAG
92
Garrett Wealth Advisory Group
Texas
$918K +$105K +1,889 +13%
MA
93
MCF Advisors
Kentucky
$917K – – –
CST
94
Charles Schwab Trust
Nevada
$895K +$895K +16,278 New
WCM
95
Windsor Capital Management
Arizona
$830K +$155K +2,788 +23%
LFG
96
LifePlan Financial Group
Ohio
$824K +$313K +5,639 +61%
FWM
97
Focused Wealth Management
New York
$789K +$172K +3,094 +28%
TRCT
98
Tower Research Capital (TRC)
New York
$780K +$97.6K +1,757 +14%
BAM
99
Belpointe Asset Management
Nevada
$773K +$773K +13,916 New
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$743K +$743K +13,369 New
2 3
4
5 6