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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 %
CA
126
Cetera Advisors
Colorado
$336K +$155K +3,948 +85%
QCIG
127
Quad-Cities Investment Group
Iowa
$325K +$75.7K +1,935 +30%
ACA
128
Anchor Capital Advisors
Massachusetts
$316K -$12.2K -310 -4%
PCMC
129
Paragon Capital Management (Colorado)
Colorado
$314K +$314K +8,012 New
EWA
130
Exencial Wealth Advisors
Oklahoma
$311K +$311K +7,946 New
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$309K -$587K -16,134 -66%
Mackenzie Financial
132
Mackenzie Financial
Ontario, Canada
$303K +$303K +7,736 New
AFG
133
Arkansas Financial Group
Arkansas
$301K +$71.5K +1,826 +31%
AFAS
134
Acorn Financial Advisory Services
Virginia
$296K -$5.25K -134 -2%
DWT
135
Dorsey & Whitney Trust
South Dakota
$294K – – –
CFC
136
Coyle Financial Counsel
Illinois
$277K -$25.2K -643 -8%
CIA
137
Compass Ion Advisors
Pennsylvania
$274K -$12.7M -322,931 -98%
BRC
138
Bell Rock Capital
Delaware
$273K -$36.5K -931 -12%
TSS
139
Two Sigma Securities
New York
$272K +$272K +6,944 New
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$244K +$39.8K +1,015 +19%
CWM
141
Centric Wealth Management
Illinois
$235K +$235K +4,283 New
Citadel Advisors
142
Citadel Advisors
Florida
$230K -$383K -9,769 -63%
DIA
143
Davidson Investment Advisors
Montana
$219K – – –
Jane Street
144
Jane Street
New York
$211K +$211K +5,382 New
SW
145
SkyOak Wealth
Michigan
$208K +$60K +1,533 +41%
EIA
146
Eastover Investment Advisors
North Carolina
$205K +$205K +5,236 New
WP
147
WealthShield Partners
North Carolina
$195K – – –
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$171K +$2.85K +73 +2%
PO
149
Private Ocean
California
$171K +$171K +4,369 New
IA
150
IFP Advisors
Florida
$170K -$1.92M -49,133 -92%
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