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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 %
MCM
101
MAI Capital Management
Ohio
$835K +$9.9K +189 +1%
HAS
102
HBW Advisory Services
California
$808K +$48.6K +927 +6%
NL
103
Navalign LLC
California
$775K +$775K +14,784 New
RFG
104
Range Financial Group
Oregon
$762K +$762K +14,535 New
IA
105
Insight Advisors
Pennsylvania
$739K +$47.9K +847 +7%
AF
106
Advisornet Financial
Minnesota
$730K -$7.91K -151 -1%
RWM
107
Ritholtz Wealth Management
New York
$703K – – –
BWA
108
Beam Wealth Advisors
Louisiana
$701K +$6.45K +123 +0.9%
MWM
109
MBE Wealth Management
Wisconsin
$656K +$656K +12,516 New
5L
110
55I LLC
Massachusetts
$655K -$51.9K -991 -7%
CA
111
CGN Advisors
Kansas
$638K +$20.2K +386 +3%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$623K -$127K -2,434 -17%
SPC
113
Sigma Planning Corp
Michigan
$604K -$13.7K -261 -2%
Truist Financial
114
Truist Financial
North Carolina
$573K +$86.2K +1,643 +18%
EDRH
115
Edmond de Rothschild Holding
Switzerland
$572K +$572K +10,915 New
RJFSA
116
Raymond James Financial Services Advisors
Florida
$563K -$15.9K -304 -3%
GWAG
117
Garrett Wealth Advisory Group
Texas
$558K -$86.9K -1,658 -13%
MCWS
118
McKinley Carter Wealth Services
West Virginia
$548K -$265K -5,062 -33%
BCI
119
Brinker Capital Investments
Pennsylvania
$528K -$725K -13,826 -58%
CAN
120
Cetera Advisor Networks
California
$521K -$49.1K -937 -9%
EIP
121
Ellis Investment Partners
Pennsylvania
$512K +$72K +1,372 +16%
ACP
122
Aveo Capital Partners
Colorado
$507K +$507K +9,672 New
CA
123
Cetera Advisors
Colorado
$486K -$45.9K -875 -9%
Ameriprise
124
Ameriprise
Minnesota
$439K -$61.5K -1,174 -12%
DWT
125
Dorsey & Whitney Trust
South Dakota
$439K – – –
3 4
5
6 7