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iShares Core US REIT ETF
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Overview Fund Activity

138 hedge funds and large institutions have $457M invested in iShares Core US REIT ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+28
Holders Change %
+25.45%
% of All Funds
3.08%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
44
Increased
50
Reduced
27
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$128M
2
BlackRock
BlackRock
New York
+$10.2M
3
RWM
Ritholtz Wealth Management
New York
+$4.14M
4
RJA
Raymond James & Associates
Florida
+$3.52M
5
Wells Fargo
Wells Fargo
California
+$3.25M

Top Sellers

1
AA
Advisory Alpha
Michigan
-$12.3M
2
Bank of America
Bank of America
North Carolina
-$3.81M
3
JA
JOYN Advisors
Georgia
-$3.67M
4
Goldman Sachs
Goldman Sachs
New York
-$3.52M
5
ACM
AlphaStar Capital Management
North Carolina
-$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSN
101
D. Scott Neal
Kentucky
$203K – – –
DWT
102
Dorsey & Whitney Trust
South Dakota
$202K +$202K +4,506 New
KBFS
103
Kohmann Bosshard Financial Services
Ohio
$173K +$173K +3,848 New
CAL
104
Capital Advisors Ltd
Ohio
$138K +$138K +3,085 New
CFD
105
Creative Financial Designs
Indiana
$107K -$12.5K -278 -10%
WP
106
WealthShield Partners
North Carolina
$98K – – –
TAIM
107
TD Ameritrade Investment Management
Nebraska
$94K -$438K -9,742 -82%
MWM
108
Mascoma Wealth Management
New Hampshire
$80K +$18K +400 +29%
CWA
109
Clarus Wealth Advisors
Arizona
$67K – – –
QCIG
110
Quad-Cities Investment Group
Iowa
$62K +$224 +5 +0.4%
CFN
111
Cordasco Financial Network
Florida
$62K +$62K +1,380 New
S
112
SignatureFD
Georgia
$57K -$11.2K -247 -16%
FGC
113
Financial Gravity Companies
Texas
$57K +$57K +1,137 New
NWM
114
Northwest Wealth Management
Iowa
$46K +$46K +1,026 New
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$42K -$4.3K -95 -9%
AIC
116
Archer Investment Corporation
Indiana
$31K +$31K +692 New
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$29K – – –
LWA
118
Lowe Wealth Advisors
Maryland
$27K – – –
CFGS
119
Concourse Financial Group Securities
Alabama
$22K +$16.1K +361 +276%
AWM
120
Avior Wealth Management
Nebraska
$20K +$16.4K +370 +457%
AA
121
AlphaMark Advisors
Kentucky
$18K – – –
HT
122
Heritage Trust
Oklahoma
$17K -$18.2K -410 -52%
BCA
123
Bray Capital Advisors
Florida
$14K +$14K +310 New
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$13K -$792 -17 -6%
LFG
125
LifePlan Financial Group
Ohio
$7K – – –
3 4
5
6 7