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iShares Core US REIT ETF
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Overview Fund Activity

205 hedge funds and large institutions have $734M invested in iShares Core US REIT ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 57 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-10
Holders Change %
-4.65%
% of All Funds
4.53%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
35
Increased
88
Reduced
57
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$63.2M
2
BlackRock
BlackRock
New York
+$21.8M
3
MG
McCutchen Group
Washington
+$18.7M
4
FA
Fiducient Advisors
Illinois
+$6.67M
5
HighTower Advisors
HighTower Advisors
Illinois
+$6.39M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$27M
2
CIA
Compass Ion Advisors
Pennsylvania
-$12.7M
3
FI
FormulaFolio Investments
Michigan
-$10.2M
4
PFG
Pacific Financial Group
Washington
-$9.15M
5
Bank of America
Bank of America
North Carolina
-$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
76
Ameriprise
Minnesota
$1.18M -$1.34M -34,142 -53%
KWM
77
Kingsview Wealth Management
Oregon
$1.15M -$407K -10,400 -26%
AF
78
Advisornet Financial
Minnesota
$1.11M +$18.4K +471 +2%
MFGP
79
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.06M +$817K +20,851 +334%
CW
80
CreativeOne Wealth
Kansas
$1.04M +$80.9K +2,065 +8%
UBS Group
81
UBS Group
Switzerland
$1.04M +$146K +3,717 +16%
MAS
82
Managed Account Services
Florida
$991K -$791K -22,372 -44%
EH
83
Equitable Holdings
New York
$809K -$3.53K -90 -0.4%
GSIS
84
Global Strategic Investment Solutions
Arizona
$789K +$531K +13,562 +206%
FAAS
85
First Allied Advisory Services
California
$788K -$263K -6,718 -25%
VBFP
86
Valtinson Bruner Financial Planning
Minnesota
$787K -$24K -589 -3%
MA
87
MCF Advisors
Kentucky
$785K +$138K +3,535 +21%
WCM
88
Windsor Capital Management
Arizona
$784K +$75.5K +1,929 +11%
HAS
89
HBW Advisory Services
California
$768K -$463K -11,209 -38%
GWAG
90
Garrett Wealth Advisory Group
Texas
$759K +$6.31K +162 +0.8%
SPC
91
Sigma Planning Corp
Michigan
$750K -$1.34M -34,300 -64%
FWM
92
Focused Wealth Management
New York
$750K +$126K +3,228 +20%
1IA
93
1834 Investment Advisors
Wisconsin
$749K – – –
CAM
94
Cresset Asset Management
Illinois
$725K +$725K +18,519 New
ACM
95
AlphaStar Capital Management
North Carolina
$721K -$5.4M -136,720 -88%
HR
96
Hayden Royal
North Carolina
$666K -$512K -13,065 -43%
CM
97
Columbus Macro
Pennsylvania
$652K -$305K -7,794 -32%
CFN
98
Cordasco Financial Network
Florida
$646K -$30K -765 -4%
LFG
99
LifePlan Financial Group
Ohio
$646K +$4.42K +113 +0.7%
FI
100
FormulaFolio Investments
Michigan
$642K -$10.2M -259,980 -94%
2 3
4
5 6