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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 %
IFAM
101
Institutional & Family Asset Management
Colorado
$678K +$678K +12,199 New
NFG
102
Next Financial Group
Texas
$668K -$32K -577 -5%
BC
103
Brinker Capital
Pennsylvania
$661K -$2.78M -50,133 -81%
SFA
104
Sequoia Financial Advisors
Ohio
$614K -$301K -5,416 -33%
SFG
105
StrategIQ Financial Group
Indiana
$605K +$605K +10,882 New
BRC
106
Bell Rock Capital
Delaware
$599K -$37.9K -684 -6%
AA
107
Alesco Advisors
New York
$497K – – –
JIP
108
Jaffetilchin Investment Partners
Florida
$494K +$33.6K +604 +7%
SS
109
Simplicity Solutions
Minnesota
$477K +$477K +8,593 New
ACA
110
Anchor Capital Advisors
Massachusetts
$470K +$76.4K +1,375 +19%
PAG
111
Pinnacle Advisory Group
Maryland
$465K +$73K +1,315 +19%
MML Investors Services
112
MML Investors Services
Massachusetts
$446K -$137K -2,465 -23%
MA
113
Mutual Advisors
Nebraska
$446K +$118K +2,125 +36%
CFC
114
Coyle Financial Counsel
Illinois
$435K -$2.72K -49 -0.6%
IFWM
115
Institute for Wealth Management
Colorado
$419K +$35.5K +639 +9%
DWT
116
Dorsey & Whitney Trust
South Dakota
$417K -$5.01K -90 -1%
GSIS
117
Global Strategic Investment Solutions
Arizona
$366K – – –
UCFA
118
United Capital Financial Advisors
Texas
$365K +$365K +6,567 New
AFNAS
119
American Financial Network Advisory Services
California
$348K +$348K +6,266 New
BTS
120
BB&T Securities
Virginia
$335K +$62.1K +1,119 +23%
CAN
121
Cetera Advisor Networks
California
$326K -$6.62K -120 -2%
DIA
122
Davidson Investment Advisors
Montana
$314K – – –
PFS
123
Prospera Financial Services
Texas
$313K -$58.8K -1,058 -16%
MWM
124
Mascoma Wealth Management
New Hampshire
$292K +$6.93K +125 +2%
SWM
125
Sanctuary Wealth Management
Idaho
$279K – – –
3 4
5
6 7