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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 %
Sumitomo Mitsui Trust Group
76
Sumitomo Mitsui Trust Group
Japan
$1.6M +$729K +13,910 +84%
Citadel Advisors
77
Citadel Advisors
Florida
$1.48M +$1.15M +21,984 +350%
EWA
78
Exencial Wealth Advisors
Oklahoma
$1.44M +$130K +2,483 +10%
IWP
79
IAG Wealth Partners
Wisconsin
$1.38M +$217K +4,138 +19%
MFGP
80
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.34M +$29.8K +569 +2%
MCM
81
Monument Capital Management
Virginia
$1.31M -$60.9K -1,163 -4%
IFAM
82
Institutional & Family Asset Management
Colorado
$1.3M +$96.5K +1,841 +8%
HR
83
Hayden Royal
North Carolina
$1.24M -$103K -1,975 -8%
JWCA
84
J.W. Cole Advisors
Florida
$1.18M -$725K -13,838 -38%
Jane Street
85
Jane Street
New York
$1.1M -$379K -7,240 -26%
PAG
86
Pinnacle Advisory Group
Maryland
$1.09M +$449K +8,575 +71%
AWM
87
AE Wealth Management
Kansas
$1.07M +$74K +1,412 +7%
RVPG
88
Relative Value Partners Group
$1.04M +$485K +9,250 +87%
EH
89
Equitable Holdings
New York
$1.04M +$5.08K +97 +0.5%
CFD
90
Creative Financial Designs
Indiana
$1.01M +$61.5K +1,174 +6%
1IA
91
1834 Investment Advisors
Wisconsin
$985K -$86K -1,640 -8%
CFN
92
Cordasco Financial Network
Florida
$970K +$62.3K +1,189 +7%
MML Investors Services
93
MML Investors Services
Massachusetts
$952K +$201K +3,832 +27%
GSIS
94
Global Strategic Investment Solutions
Arizona
$945K – – –
FI
95
FormulaFolio Investments
Michigan
$931K -$765K -13,758 -45%
State Street
96
State Street
Massachusetts
$922K +$922K +17,600 New
MAS
97
Managed Account Services
Florida
$899K -$17.5K -333 -2%
MA
98
Mutual Advisors
Nebraska
$883K +$103K +1,962 +13%
AIM
99
Acropolis Investment Management
Missouri
$879K -$249K -4,760 -22%
Comerica Bank
100
Comerica Bank
Texas
$869K -$69K -1,236 -7%
2 3
4
5 6