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iShares Core US REIT ETF
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Overview Fund Activity

164 hedge funds and large institutions have $720M invested in iShares Core US REIT ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+13
Holders Change %
+8.61%
% of All Funds
3.57%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
28
Increased
78
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$54.2M
2
Morgan Stanley
Morgan Stanley
New York
+$10.5M
3
PPW
Pasadena Private Wealth
California
+$6.3M
4
HS
Horan Securities
United States
+$5.8M
5
JA
JOYN Advisors
Georgia
+$5.59M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$12.5M
2
AUB
Atlantic Union Bankshares
Virginia
-$11.4M
3
CSIA
Charles Schwab Investment Advisory
California
-$7.29M
4
FA
Fiducient Advisors
Illinois
-$4.72M
5
CF
Copperwynd Financial
Arizona
-$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
126
Rehmann Capital Advisory Group
Michigan
$109K +$1.51K +29 +1%
SWP
127
Strategic Wealth Partners
Ohio
$99K -$134K -2,592 -58%
EIP
128
Ellis Investment Partners
Pennsylvania
$96K +$96K +1,866 New
CWA
129
Clarus Wealth Advisors
Arizona
$86K – – –
SPIA
130
Steward Partners Investment Advisory
New York
$81K +$81K +1,570 New
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$80K +$67.5K +1,304 +541%
TAIM
132
TD Ameritrade Investment Management
Nebraska
$79K -$14.1K -272 -15%
JGIA
133
Jackson Grant Investment Advisers
Connecticut
$62K +$62K +1,192 New
PC
134
Permanens Capital
New York
$61K +$13K +250 +27%
AWM
135
Avior Wealth Management
Nebraska
$52K +$24.8K +477 +91%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$48K – – –
AIC
137
Archer Investment Corporation
Indiana
$36K – – –
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$34K – – –
LWA
139
Lowe Wealth Advisors
Maryland
$32K – – –
FGAM
140
Financial Gravity Asset Management
Texas
$31K -$25.1K -478 -45%
AA
141
AlphaMark Advisors
Kentucky
$21K – – –
DWM
142
Destination Wealth Management
California
$18K +$18K +351 New
BCA
143
Bray Capital Advisors
Florida
$16K – – –
WCG
144
Weaver Consulting Group
California
$15K – – –
LFG
145
Larson Financial Group
Missouri
$14K +$695 +13 +5%
CCM
146
Cribstone Capital Management
Maine
$13K +$13K +242 New
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$12K +$12K +230 New
CAC
148
Certified Advisory Corp
Florida
$8K +$8K +160 New
OSNBOA
149
Old Second National Bank of Aurora
Illinois
$6K – – –
MA
150
MUFG Americas
New York
$5K – – –
3 4 5
6
7