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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 %
RWM
101
Ritholtz Wealth Management
New York
$631K -$166K -4,249 -21%
CAN
102
Cetera Advisor Networks
California
$630K +$397K +10,117 +170%
RJA
103
Raymond James & Associates
Florida
$567K +$324K +8,262 +133%
BAM
104
Belpointe Asset Management
Nevada
$563K -$2.49M -63,558 -82%
BC
105
Brinker Capital
Pennsylvania
$563K +$60.4K +1,543 +12%
AIM
106
Aurora Investment Managers
Florida
$548K -$9.79K -250 -2%
PWG
107
Private Wealth Group
Florida
$543K +$543K +13,877 New
FSG
108
Financial Strategies Group
Michigan
$536K +$22.4K +571 +4%
IFAM
109
Institutional & Family Asset Management
Colorado
$526K +$9.6K +245 +2%
MML Investors Services
110
MML Investors Services
Massachusetts
$451K +$174K +4,455 +63%
MA
111
Mutual Advisors
Nebraska
$443K +$31.9K +813 +8%
AWM
112
Avior Wealth Management
Nebraska
$436K +$374K +9,567 +606%
GM
113
GeoWealth Management
Illinois
$427K +$47.1K +1,202 +12%
TRCT
114
Tower Research Capital (TRC)
New York
$413K -$463K -11,845 -53%
CA
115
Continuum Advisory
Idaho
$394K -$546K -15,020 -58%
BWA
116
Beam Wealth Advisors
Louisiana
$386K +$62.9K +1,606 +19%
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$382K +$382K +9,074 New
ACM
118
Armbruster Capital Management
New York
$375K -$704K -17,961 -65%
RC
119
Roundview Capital
New Jersey
$365K – – –
JIP
120
Jaffetilchin Investment Partners
Florida
$365K +$13.3K +340 +4%
Truist Financial
121
Truist Financial
North Carolina
$346K +$79.1K +2,021 +30%
PAG
122
Pinnacle Advisory Group
Maryland
$344K -$7.44K -190 -2%
IFWM
123
Institute for Wealth Management
Colorado
$344K +$25.3K +646 +8%
MOS
124
MGO One Seven
Ohio
$342K +$342K +8,733 New
SFA
125
Sequoia Financial Advisors
Ohio
$339K -$101K -2,569 -23%
3 4
5
6 7