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iShares Core US REIT ETF
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Overview Fund Activity

190 hedge funds and large institutions have $795M invested in iShares Core US REIT ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
22
Increased
73
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$40M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$8.86M
3
BIP
Blueprint Investment Partners
North Carolina
$12.6M
4
CP
CornerStone Partners
Virginia
$13.4M
5
FA
Fiducient Advisors
Illinois
$33.9M

Top Sellers

1
BlackRock
BlackRock
New York
$181M
2
CSIA
Charles Schwab Investment Advisory
California
$81.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$487K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17K
5
BO
Bank OZK
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
101
Mutual Advisors
Nebraska
$607K +$34.5K +789 +6%
AIM
102
Aurora Investment Managers
Florida
$605K -$7K -160 -1%
SCM
103
Southport Capital Management
Tennessee
$565K +$98.2K +2,246 +21%
MML Investors Services
104
MML Investors Services
Massachusetts
$551K -$40.6K -928 -7%
AWM
105
Avior Wealth Management
Nebraska
$546K -$6.94K -159 -1%
SPC
106
Sigma Planning Corp
Michigan
$539K -$329K -7,521 -38%
BCI
107
Brinker Capital Investments
Pennsylvania
$523K +$523K +11,948 New
BWA
108
Beam Wealth Advisors
Louisiana
$522K +$61.7K +1,411 +13%
CAN
109
Cetera Advisor Networks
California
$508K -$337K -7,705 -40%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$487K -$5.04M -115,265 -91%
PAG
111
Pinnacle Advisory Group
Maryland
$448K +$40.8K +931 +10%
AAS
112
Avantax Advisory Services
Texas
$443K +$153K +3,509 +53%
CA
113
Cetera Advisors
Colorado
$408K +$7.03K +161 +2%
Ameriprise
114
Ameriprise
Minnesota
$407K -$619K -14,148 -60%
QCIG
115
Quad-Cities Investment Group
Iowa
$380K -$6.17K -141 -2%
Truist Financial
116
Truist Financial
North Carolina
$371K +$11.5K +262 +3%
CW
117
CreativeOne Wealth
Kansas
$368K -$535K -12,220 -59%
SFA
118
Sequoia Financial Advisors
Ohio
$350K -$2.58K -59 -0.7%
AFG
119
Arkansas Financial Group
Arkansas
$346K -$23.1K -529 -6%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$341K +$87.1K +1,992 +34%
GC
121
Garde Capital
Washington
$339K – – –
DWT
122
Dorsey & Whitney Trust
South Dakota
$328K – – –
SIS
123
SVB Investment Services
Utah
$315K – – –
TAIM
124
TD Ameritrade Investment Management
Nebraska
$298K +$8.74K +200 +3%
CA
125
Continuum Advisory
Idaho
$289K -$17K -379 -6%
3 4
5
6 7