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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 %
HS
126
Horan Securities
United States
$5K – – –
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +89 New
TIM
128
Tortoise Investment Management
New York
$4K +$4K +95 New
GWM
129
Geneos Wealth Management
Colorado
$3K -$34.5K -1,023 -92%
CIAS
130
Capital Investment Advisory Services
North Carolina
$3K +$3K +70 New
RFC
131
Regions Financial Corp
Alabama
$2K -$4.64K -116 -70%
PFGIA
132
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
PG
133
Patten Group
Tennessee
$2K – – –
CC
134
Claybrook Capital
Massachusetts
$2K +$2K +34 New
WDL
135
Well Done LLC
Michigan
$2K +$2K +34 New
LWANC
136
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K +$1K +22 New
AA
137
Advisory Alpha
Michigan
– -$12.3M -261,784 Closed
Goldman Sachs
138
Goldman Sachs
New York
– -$3.52M -72,678 Closed
TRCT
139
Tower Research Capital (TRC)
New York
– -$766K -15,841 Closed
ACI
140
Alpha Cubed Investments
California
– -$658K -14,029 Closed
RIA
141
Regal Investment Advisors
Michigan
– -$555K -11,481 Closed
VAM
142
Visionary Asset Management
Texas
– -$393K -7,925 Closed
AP
143
Advisors Preferred
Maryland
– -$244K -5,043 Closed
SFM
144
Signet Financial Management
New Jersey
– -$151K -3,121 Closed
BAM
145
Belpointe Asset Management
Nevada
– -$113K -2,342 Closed
RCAG
146
Rehmann Capital Advisory Group
Michigan
– -$99.7K -2,060 Closed
SPIA
147
Steward Partners Investment Advisory
New York
– -$47K -975 Closed
JCM
148
Jacobi Capital Management
Pennsylvania
– -$33K -673 Closed
CI
149
CX Institutional
Indiana
– -$25K -512 Closed
ADL
150
Asset Dedication LLC
California
– -$13K -264 Closed
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